Reports#

Reports answer the uncomfortable questions with real data: Are leads arriving? Where do they come from? Where do they get stuck? Who is answering fast enough? What did the ads actually earn? Every report reads live from your CRM database — no estimates, no invented numbers.

Who this is for#

• Admins — the whole picture.

• Managers — team and pipeline performance.

• Sales agents — your own numbers are visible in Team Performance and Revenue by Team Member.

• Difficulty: Medium

• Time: 15 minutes

• Prerequisites: The reports plan feature. Reports appear in the sidebar for managers and above.

The report list#

Open the Reports group in the sidebar. Each page has filters (date range, source, pipeline, user) and CSV / PDF export.

Scheduled reports (email delivery)#

Don't want to open the CRM to see numbers? Schedule a report and it arrives by email.

1. Create a schedule#

1. Go to Reports → Scheduled Reports (/admin/scheduled-reports).
2. Click New scheduled report and choose:
   • Report type — dashboard stats, leads by source, pipeline distribution, agent performance, source performance, automation stats, or form analytics.
   • Frequency — daily, weekly or monthly.
   • Recipients — the email addresses that should receive it.
   • Optional filters (date range/scope) where the type supports them.
3. Save.

Expected result: the schedule appears in the list, marked active.

2. How delivery works#

• Reports are generated and emailed in the morning (around 7 AM) for the chosen cadence.
• The delivery runner checks hourly (reports:deliver), so the schedule survives restarts and missed windows.
• Each delivery is exported as CSV/PDF and sent to the recipients.

Expected result: recipients get the report without logging in; you can pause or delete the schedule at any time.

Steps (reading any report)#

1. Open the report from the Reports menu.
2. Set the date range first — most confusion is an unset range.
3. Add filters (source, pipeline, team member) to isolate the question.
4. Use the export button when you need the raw rows in a spreadsheet.

Expected result: a filtered, exportable answer to one specific question.

Expected result#

You can run the business on numbers: response time targets, honest source quality, revenue per rep and campaign, and a scheduled email so the numbers come to you.

Common mistakes#

• Comparing periods with different filters applied. Reset filters between comparisons.
• Blaming a source for bad leads when the response time is the problem. Check Response Time before cutting spend.
• Revenue counted twice. Won value is recorded once (at Mark won); editing the deal value afterwards does not rewrite history — adjust with the won amount instead.
• Ignoring form analytics. A form with high views and low submissions is a copy/UX problem, not a lead problem.
• Assuming emails sent instantly. Scheduled reports go out on the morning cadence; the hourly runner is the delivery mechanism.

Troubleshooting#

Technical details#

• Pages: App\Filament\Pages\Reports\* plus SourceAttributionReport, PipelineBottleneckReport, RevenueByRepReport, EmailSequencesReport; all plan feature reports, manager-or-above navigation. Each supports CSV/PDF export.
• Scheduled reports: App\Filament\Resources\ScheduledReportResource; ScheduledReport::REPORT_TYPES = dashboard_stats, leads_by_source, pipeline_distribution, agent_performance, source_performance, automation_stats, form_analytics. Frequency daily/weekly/monthly; delivered by the hourly reports:deliver command.
• Attribution: UTM fields live on leads (utm_source, utm_medium, utm_campaign, utm_content, utm_term, landing_page, referrer_url) and Meta fields (meta_ad_id, meta_form_id); won recognised as status = 'converted' OR won_at IS NOT NULL, revenue summed from won_value.
• Ads-specific metrics (spend, CPL, ROAS) come from the Ads dashboard and MetaAdsMetrics — see Campaigns.

Related guides#

• Lead routing, scoring & health — the data behind health badges.
• Campaigns — spend vs CRM outcomes.
• Tracking & attribution — make the attribution report trustworthy.
• Daily checks — the routine that uses these reports.