Close Reporting

Self-Service Reporting

eOne’s Popdock gives users the power to search, create advanced queries, bring data together and build custom Close reports that help them be more efficient at their job. ​

• Connect your Close CRM data from various tables to create standard and custom lists.​
• Bring your Capsule and data from other apps together into your reports.​
• Add calculations and restrictions to your lists.​
• Search and use advanced filtering. ​
• Group and subgroup to see totals and subtotals by category. ​
• Save Favorites and share them with other users.​
• Use actions to do things like open records, see related details, or run processes.​
• Export reports to Microsoft Excel or PDF ad-hoc.​
• Export reports on a schedule (available with Popdock Premium).

Embedded Reporting

Embed reports in Close and embed reports that contain Close data in your other tech apps, so users can get to their data and insights faster. ​

• Create and access reports with Close data and data from other apps in your reports.​
• Enable all the self-service reporting options.​
• Enjoy a no-code set up experience to create your report and click a button to publish an iFrame for your Popdock widget. This is the component to embed in your app.

Cross App Reporting

Combine Close data and data from other applications with Custom Lists.​

Without writing a single line of code, Popdock makes it possible to:​

• Combine data from multiple tables from Close into custom lists.​
• Combine Close data with data from other apps into custom lists.​
• Join data from multiple sources into one list based on field. ​
• Compare similarities and differences between lists. ​
• Merge data into a single list. ​
• Summarize data from multiple sources into a single list.