Custom Reports
Build Reports That Matter To Your Business
Create professional reports tailored to your business, schedule them automatically and share meaningful insights with your team or clients.
Every business measures success differently. Infinity3 Custom Reports let you build reports around the metrics that matter most, combining charts, tables and KPIs into polished reports that can be viewed online or delivered automatically by email.
Perfect for: Business Owners • Agencies • Marketing Teams • Sales Managers • Client Reporting
Why Custom Reports?
Stop Exporting Data Into Spreadsheets
Creating reports shouldn't take hours every month.
Instead of exporting data from different systems and building spreadsheets manually, Infinity3 lets you create professional reports using information already stored throughout your CRM, marketing, sales and automation tools.
• Build a report once.
• Schedule it.
• Share it automatically.
Then spend your time acting on the insights instead of creating them.
Report Features
Reports Designed Around Your Business
Build reports around the information that matters to your business. Choose the data, layout and reporting period, then create professional reports that can be shared with your team, clients or other stakeholders.
Custom Report Builder
Build reports from scratch or start with an existing dashboard.
Professional Layouts
Combine charts, tables, KPIs and branding into polished reports.
Scheduled Reports
Automatically email reports to your team or clients on a schedule you choose.
Filters & Date Ranges
Focus on the data that matters using flexible filters and custom reporting periods.
Branding
Add your logo, colours and report styling for a professional presentation.
Export & Share
Create professional reports that are easy to share with clients, teams and stakeholders.
Connected Reporting
Bring Your Business Data Together
Custom Reports combine information from across the Infinity3 Platform.
- CRM.
- Sales pipelines.
- Marketing.
- Appointments.
- Communications.
- Revenue.
Instead of creating separate reports for different departments, you can bring everything together into one professional report that's easy to understand and simple to share.
Work Smarter
Build Once. Share Automatically.
Monthly reporting shouldn't become another recurring task.
Create your report once, choose who should receive it and decide how often it should be delivered.
Infinity3 takes care of the rest, ensuring everyone has the latest information without manual effort.
Connected Reporting
Helping Businesses Share Better Insights
Since 2009
Supporting Businesses
1,000s
Customer Interactions Tracked
100+
Businesses Supported
5.0★
Average Client Rating
Reporting Made Simple
Helping Businesses Communicate Performance Clearly
Infinity3 Custom Reports help you transform business data into professional reports that can be customised, scheduled and shared automatically, giving your team and clients the information they need without the manual work.
Connected Platform
Custom Reports Work Better Together
Professional reporting becomes even more valuable when every part of your business is connected.
Your Custom Reports Questions, Answered
Frequently Asked Questions
Ready To Create Better Reports?
Build Reports Your Team Will Actually Read
Create professional reports, schedule automatic delivery and keep your business informed with connected reporting from the Infinity3 Platform.