How to Build Custom Reports? 

Report Builder lets a user combine data from two modules into a single custom report when a prebuilt view isn't enough. It lives under the Reports section in BigContacts, alongside Standard Reports.

What Is Report Builder?

Report Builder is a custom reporting tool that joins two modules, such as Contacts and Companies, Contacts and Opportunities, or Tasks, into one table. A user picks a Primary Module and a Secondary Module, then customizes columns, filters, and export format for that combined report.
 

Why Use It?

Report Builder covers the reporting needs a prebuilt Standard Report can't.

• Tracking data across two modules, like Contacts and Tasks? Report Builder combines them into one table.
• Need the data in a specific file format? Export directly to PDF or CSV.
• Checking the same custom view every week? Save it once and mark it as a favorite for one-click access.

Example Use Cases

• A support lead builds a Report Builder view combining Contacts and Tasks to track team follow-ups.
• A sales manager creates a Contacts and Opportunities report and filters it to high-priority deals.

An operations coordinator saves a combined report and exports it as a CSV for a weekly leadership update.
 

Step-by-Step Instructions

Step 1: Open Report Builder, then choose a Primary Module and a Secondary Module, such as Contacts and Tasks.
Step 2: Click Create Report to generate default columns from both modules.
Step 3: Customize the column list to add fields such as Company Name and Priority.

Step 4: Apply an advanced filter, such as Priority equals High.

Step 5: Click Export and choose PDF or CSV format.
Step 6: Click Save Report, enter a name and description, then click Save.

Step 7: Open Saved Reports to access the report at any time.

Step 8: Click the star icon next to a report to add it to Favorites.

 

Pro Tips & Interactive Settings