Reports & Dashboards

Reports & Dashboards Module – User Guide

The Reports & Dashboards module in Zaris CRM serves as your central hub for monitoring, analyzing, and understanding business performance. It combines two powerful tools Dashboards for real-time visual insights and Reports for detailed data analysis helping you make informed decisions faster and smarter.

Dashboard: Your Visual Command Center

The Dashboard acts as your visual command center, offering a clear, real-time snapshot of key business metrics (KPIs). It helps users quickly track performance, identify trends, and make data-driven decisions without having to dig through raw data.

Dashboards are dynamic and interactive, ensuring that important information is always at your fingertips whether it’s sales growth, open tickets, or project progress.

Dashboards (Key Feature)

The Dashboard feature allows users to design their own workspace, ensuring every metric and report aligns perfectly with their personal or departmental goals.

Creating a Custom Dashboard

Click “Add Dashboard” to create a new one.
Give your dashboard a unique and descriptive name, such as My Sales Overview or Support Team Tracker.

Adding Widgets

Widgets are the building blocks of your dashboard. You can add interactive elements such as:

Event Calendar – Displays upcoming meetings, deadlines, and events.
Projects & Task List – Provides real-time progress updates and task summaries.
Tickets Widget – Tracks customer support activity and issue resolution status.
Charts & Graphs – Visualize performance trends like sales growth, lead sources, or project timelines.

Use the Add Widget button to include these components based on your business focus.

Customize Layout

Drag & Drop: Rearrange widgets freely to create a personalized, intuitive layout.
Resize: Adjust the widget dimensions to prioritize critical information.
Rename: Label sections clearly for better organization.

Switch Between Dashboards

Zaris CRM supports multiple dashboards. You can switch between them using the dashboard tabs at the top for example, toggling between your Sales Dashboard and Project Overview instantly.

Reports vs. Dashboards

While Dashboards deliver quick, visual insights, the Reports section provides deep, structured analysis. Reports are ideal for users who need granular details and historical data for audits, performance reviews, or forecasting.

Reports Functionality

The Reports section offers complete control over how you analyze and extract your data.

Pre-Built Reports

Access a collection of ready-made reports such as:

Ticket Status Report – Track ticket progress and resolution efficiency.
Project Progress Report – Evaluate project timelines, milestones, and resource allocation.
Sales Report – Monitor leads, opportunities, and revenue generation.

These templates save time while giving immediate access to critical data insights.

Filter & Refine Data

Use built-in filters to focus on specific parameters:

Date Range – Analyze performance over specific periods.
User/Department – Review data from particular teams or individuals.
Category/Status – Narrow results by project phase, ticket status, or sales stage.

Export & Share Reports

Once a report is generated, you can export it in various formats like PDF or CSV for documentation, presentations, or advanced analysis. This makes collaboration and record-keeping simple and efficient.

Empower Your Decisions

The Reports & Dashboards Module in Zaris CRM empowers every user from executives to team leaders to visualize data their way.
Whether you prefer quick insights from dashboards or detailed breakdowns from reports, this module ensures you always have the right information to make informed business decisions at the right time.