How to Create Custom Reports Across CRM, HRMS, and Projects: A Step-by-Step Guide

In the modern data world, businesses still revolve around reports. Be it sales trends tracked in the CRM, analyzing attrition rates in an HRMS, or reviewing project deadlines, reporting simply converts raw data into meaningful insight. But the catch is that default reports do not give necessary answers to complicated business questions. Custom reporting is where that concept comes up. In this particular guide, you will learn about making custom reports in the main three business streams-CRM, HRMS and Projects-with the insights provided by the industry leaders like DoInsight.

Why Custom Reports Matter

Before diving into the how-to, let’s answer the “why.”

Custom reports let you:

• Pull only the data that matters to your business
  
• Combine data from multiple modules or departments
  
• Track KPIs, trends, and metrics that align with your goals
  
• Make faster, smarter decisions
  

And the best part? You don’t need to be a tech genius to build one—just follow the steps!

Step-by-Step: Creating Custom Reports in CRM Systems

Let’s start with the sales & customer relationship front—CRM reporting. Good CRM reporting should enable:

• Pipeline visibility
  
• Sales rep performance tracking
  
• Customer segmentation
  
• Forecasting
  

Steps to Create CRM Custom Reports:

1. Choose the Right CRM with Custom Reports Builder
   Tools like HubSpot, Salesforce, and Zoho CRM allow you to create custom reports using drag-and-drop builders.
   
2. Identify Key Metrics
   Common CRM metrics include:
   
   • Lead conversion rates
     
   • Deal stages and status
     
   • Win/loss ratio
     
   • Source of leads
     
3. Use Filters and Data Sources
   Filter data by region, team, date, or customer type. You can also combine multiple datasets (e.g., marketing + sales).
   
4. Choose Your Visualizations
   Decide how to visualize data:
   
   • Bar charts for sales by region
     
   • Funnel charts for lead progression
     
   • Tables for sales targets vs. actuals
     
5. Automate Report Delivery
   Schedule reports to be emailed weekly or monthly to your team.

Step-by-Step: Creating Custom Reports in HRMS Systems

HRMS (Human Resource Management Systems) handle a lot—from attendance to performance to payroll. But without custom reports, it’s difficult to track the bigger picture.

HRMS Reporting Use Cases:

• Attrition and retention trends
  
• Employee engagement scores
  
• Leave and attendance analysis
  
• Salary and benefits cost breakdown
  

Resources like DoInsight work as per these capabilities in detail.

Steps to Create HRMS Custom Reports:

1. Access the HR Analytics/Report Section
   Most HRMS tools (like HRMantra, Keka, or Zoho People) have a dashboard to create custom reports.
   
2. Select the Reporting Module
   Choose whether you want to report on:
   
   • Attendance
     
   • Payroll
     
   • Performance
     
   • Recruitment
     
3. Drag-and-Drop Fields
   Use available fields (e.g., department, employee ID, date range) to build your dataset.
   
4. Apply Custom Filters
   Example: Filter only employees from the marketing department with >1 year of tenure.
   
5. Design Report Layouts
   You can customize:
   
   • Column names
     
   • Data sorting
     
   • Conditional formatting (e.g., highlight absentees over 5 days)
     
6. Export or Automate Sharing
   Schedule reports to be sent as PDFs, Excel, or CSV to HR heads or managers weekly or monthly.
   

Step-by-Step: Creating Custom Reports for Projects & Operations

From deadlines to budgets, project reports are essential for keeping things on track.

If you’re using platforms like DoInsight, you can build custom reports that cover:

• Project health
  
• Team workloads
  
• Timeline deviations
  
• Resource utilization
  

Customized reporting helps simplify project accounting, cost control, and operational review.

Steps to Create Project-Based Reports:

1. Open the Reporting Tool in Your PM Platform
   In Odoo, go to the accounting/project reporting dashboard.
   
2. Choose a Report Type
   Examples:
   
   • Timesheet by task
     
   • Project status by client
     
   • Budget vs. actual costs
     
3. Add Filters
   Use the project name, manager, duration, or department to filter your data.
   
4. Link with Other Modules (Optional)
   Some advanced tools allow cross-functional reporting—for instance, link project costs with accounting data.
   
5. Customize Visuals
   Use Gantt charts, pivot tables, or simple dashboards depending on who the report is for (C-suite vs. project managers).
   
6. Share & Automate
   You can export, embed in presentations, or even set up auto-updates weekly.
   

Pro Tips for All Platforms

• Use the same naming conventions and time frames across systems.
  
• Connect CRM-HRMS project tools via APIs or tools like DoInsight.
  
• Update custom reports based on changing KPIs or team needs.
  
• Reusable templates save time for monthly or quarterly reviews.

Want flawless working for all three?

Want Flawless Working for All Three?

This is the ultimate best management software to manage projects, customer relationships, and employee workflows that fit seamlessly and work perfectly with DoInsight. DoInsight does it all in one, whether it be one of the best CRM management tools or a high-caliber project management tool or a highly in-depth HRM management tool. Engineered to make operations seamless and efficient, DoInsight is an all-in-one package for the businesses managing remote teams, adding productivity, and enhancing collaboration and at the same time ensures all your projects, HR, and CRM functions are synchronizing perfectly. Click on the (link). Enjoy the future of business management with DoInsight, where all your needs cohere for better performance and growth.

Creating custom reports across CRM, HRMS, and Projects empowers you to transform data into strategic insights. By following the right steps and leveraging the tools available in platforms like DoInsight, you’ll not only save time but also build better alignment across departments. Whether you’re a business leader, project manager, or HR head, custom reports will help you stay in control, make better decisions, and grow smarter. To work smarter and get better results, connect with DoInsights.