Part of Analytics365
Target Release November 2026Planned release target, subject to confirmation.
Reports 365
Stop Waiting for Reports. Build Your Own.
Create custom reports using the information already inside Core365. Choose your fields, apply filters, and get the answers you need without writing code or waiting on a development request.
Book a DemoSee How Reports 365 WorksYour Data. Your Questions. Your Answers.
1.Explore Your Data
Browse available fields across projects, customers, sales, lenders, financial records, permitting, service, and other supported areas.
2.Choose Your Columns
Select exactly which fields appear in the report.
3.Filter Your Results
Narrow results using conditions and groups built around the information you want to review.
4.Run, Save, and Export
Run the report, review the results, save the configuration, and export information in supported formats.
The Report You Need. Built by You.
Give teams control over the information they want without requiring technical expertise.
- Flexible field selection
- Custom filters and conditions
- Sortable report results
One Platform. Thousands of Questions.
Use Core365 records to investigate projects, team performance, financial activity, and operational bottlenecks.
- Project and milestone reporting
- Sales and office visibility
- Financial and service reporting
The Right Data. For the Right People.
Reports operate within the organizational and role-based access controls governing Core365 information.
- Permission-aware data access
- Saved report configurations
- Controlled sharing and exports
Custom Reports, Alongside Your Dashboards
Analytics365 helps teams monitor KPIs and performance. Reports 365 gives users the flexibility to build detailed custom reports from supported records. It complements existing dashboards, rather than replacing them.
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