Reporting & Views

Turn your customer data into actionable insights. SurelyCrm provides custom filtered views, calendar visualisations, and parameterised reports with Excel export.

Custom Views

Custom Views let you save filtered snapshots of your customer list. Each user can create their own views and set a default view that loads automatically.

Creating a Custom View

1. Go to Customers and click Create View.
2. Enter a Name and optional Description.
3. Configure filter criteria:

Filter Type	Options
Search Term	Matches name, email, or reference number
Status	Multi-select from configured statuses
Owner	Multi-select team members
Important Date	Date range filter
Date of Birth	Date range filter
Balance	Min/max balance range
Outstanding Balance	Yes/No/Any
Service Plan	Has active/expired plans, plan name search
Postcode	Text search
Notifications	Enabled/Disabled/Any

4. Set Sort Order to control where the view appears in lists.
5. Check Set as Default if you want this view to load automatically.
6. Click Create View.

Using Views

Views appear in two places:

• Customer List — Quick selector buttons at the top of the page
• Customer Sidebar — Expandable "Custom Views" section when viewing a customer profile

Click any view to instantly filter the customer list. Click All Customers to clear the filter.

Editing and Deleting Views

When a view is active, an Edit View button appears. Click it to adjust filters or rename the view. You can also delete views from the edit screen. Deleting a view does not delete any customer data.

Calendar Views

Calendar Views display customers on a weekly calendar grid based on a date field. This is ideal for visualising appointments, renewals, follow-ups, or any date-driven activity.

Setting Up a Calendar View

1. Create a new Custom View and set the View Type to Calendar.
2. Choose the Date Field that drives the calendar placement:
   • Important Date
   • Date of Birth
   • Any custom date or datetime field
3. Configure the Title Template — what appears on the calendar card. Use field tokens like {Firstname}, {Surname}, {Status}, or any custom field {FieldName}.
4. Configure the Description Template — additional detail shown on hover or expansion.
5. Save the view and click it to open the calendar.

Calendar Navigation

Use the week navigation arrows to move forward and backward through time. The calendar always shows Monday-to-Sunday weeks. Click any customer card to jump directly to their profile.

Advanced Reporting

SurelyCrm includes a parameterised reporting engine. Reports are defined in code by administrators and exposed through the UI with dynamic inputs.

Running a Report

1. Go to Reporting in the sidebar.
2. Select a report from the list.
3. Fill in the required parameters (dates, statuses, owners, etc.).
4. Click Execute Report.
5. The report downloads as an Excel file (.xlsx).

Available Parameter Types

Type	UI Control
String	Text input
Integer / Decimal	Number input
Date / DateTime	Date picker
Guid	Dropdown selector
Boolean	Checkbox
Enum	Dropdown selector
Multi-value	Multi-select dropdown

Common Report Types

• Customer activity summaries
• Payment and revenue reports
• Workflow execution statistics
• Support ticket resolution metrics
• Custom field breakdowns

Contact your administrator or SurelyCrm Support if you need additional reports configured.