How to create and manage custom reports in Skynamo for sales teams

Sales teams need answers, not endless dashboards. If you’re using Skynamo and want to dig into your data with custom reports—without getting lost in the weeds—this guide’s for you. Whether you’re a sales manager, rep, or the unlucky admin stuck with “reporting duty,” here’s how to actually get what you need.

Why Bother with Custom Reports?

Let’s cut to it: stock reports are fine, but they rarely answer the questions that matter to your team. Custom reports in Skynamo let you:

  • Track what your team cares about (not just what the software designer thought was important)
  • Spot trends before they become problems
  • Give upper management what they want, without spending hours in Excel

Just don’t expect a magic wand. Skynamo’s custom reporting can be powerful, but it takes some setup and honest trial and error.

Step 1: Know What You Want (and Don’t Overcomplicate It)

Before you click anything, decide what you’re actually trying to measure. This sounds obvious, but it’s where most people trip up.

Ask: - What question am I trying to answer? - Who’s going to use this report? (If it’s just you, keep it simple.) - How often will I need it?

Pro tip:
Don’t try to track everything at once. Start with one or two key questions, like: - “Which reps have the most customer visits this month?” - “What’s our pipeline value by region?” - “Which products aren’t selling?”

Write this down. Seriously.

Step 2: Get to Know Skynamo’s Reporting Options

Skynamo offers a couple of ways to slice your data:

  • Standard Reports: These are baked in. Useful, but not flexible.
  • Custom Reports: Built using the filters and export tools in the web dashboard. You can save them for later, which is handy.
  • Exports to Excel/CSV: For the data nerds or anyone who needs to crunch the numbers outside Skynamo.

What you can customize: - Which fields show up (e.g., customer, rep, product, date) - Filters (e.g., region, product line, activity type) - Groupings (e.g., by rep, by product) - Date ranges

What you can’t do:
Don’t expect full-blown BI tools or fancy visualizations. If you want pivot tables, you’ll need to export to Excel.

Step 3: Creating Your First Custom Report

Let’s walk through building a basic custom report.

3.1. Log In and Find the Reporting Section

  1. Head to the Skynamo web dashboard.
  2. Click on Reports in the left menu.
  3. Look for options like Custom Reports, Visits, Orders, or Activities—pick the one that matches your goal.

3.2. Set Up Filters

  • Use the filter bar at the top (usually a set of dropdowns).
  • Choose your date range.
  • Filter by rep, region, customer, activity type—whatever matters.
  • Add multiple filters, but don’t go wild. Too many filters = zero results.

3.3. Customize Columns

  • Most report screens let you add/remove columns (look for a gear or column selector).
  • Pick only what you need. If you’re exporting, keep it tidy—nobody wants a spreadsheet with 47 columns.

3.4. Save Your Report

  • Once you’ve got it how you like, look for a Save or Save as Custom Report button.
  • Name it something obvious. (“Q2 Pipeline by Rep” beats “Report 7”.)
  • Decide if anyone else on your team needs access—some setups let you share.

3.5. Export If You Need To

  • If you want to do extra analysis, hit Export and choose Excel or CSV.
  • Pro tip: Exports usually reflect the filters and columns you’ve set, so double-check before you click.

Step 4: Managing and Tweaking Reports

The first version of your report probably won’t be perfect. That’s normal.

  • Edit: Go back to your saved custom report, adjust filters or columns, and re-save.
  • Duplicate: Want a similar report with a slight tweak? Duplicate and rename.
  • Delete: Don’t be afraid to trash reports you don’t use. Clutter is the enemy.

What not to do:
Don’t try to build a “master report” that does everything. You’ll end up with a Frankenstein monster that nobody uses.

Step 5: Scheduling and Sharing Reports

Skynamo lets you schedule certain reports to be emailed out automatically. Here’s how to use it without annoying your team (or yourself):

  1. In your custom report, look for a “Schedule” or “Email” option.
  2. Choose frequency (daily, weekly, monthly).
  3. Add recipients—double-check addresses.
  4. Make sure the email subject and description are clear. If you send vague reports, people will ignore them.

Honest take:
Automated emails are great for basic updates, but once a week is plenty for most sales teams. Too many emails = report blindness.

Step 6: Common Pitfalls (and How to Dodge Them)

Let’s be real: not everything about Skynamo’s reporting is smooth sailing. Here’s what often trips people up:

  • Data In, Data Out: If reps aren’t logging visits, orders, or notes, your reports will be worthless. No tool can fix bad habits.
  • Over-filtering: If you get “no data,” double-check your filters. Too narrow = nothing shows up.
  • Messy Field Names: If your company has confusing naming conventions, reports get hard to read. Clean up names where you can, or add a legend.
  • Export Lag: Large exports can be slow. If you’re exporting huge chunks of data, be patient—or break it into smaller bites.

Step 7: Making Reports Actually Useful

The goal isn’t to crank out reports for the sake of it. Here’s how to make sure your custom reports drive action:

  • Review them in real meetings. Don’t just email and forget.
  • Highlight one or two insights. If everything’s “important,” nothing is.
  • Update reports as your questions change. Don’t let them stagnate.

Pro tip:
Ask your team what they really want to see. You’ll be surprised how often the “official” report isn’t what people actually use.

What’s Worth Ignoring

  • Fancy graphs in Skynamo: The built-in charts are basic. If you need deep visuals, export and use Excel or Google Sheets.
  • One-size-fits-all templates: Tweak any pre-built report to fit your team. If it’s close but not quite right, clone and adjust.
  • Every single metric: Pick the few that matter. Ignore the rest.

Wrapping Up: Keep It Simple, Iterate Often

Custom reports in Skynamo can be a lifesaver—if you keep them simple and tweak as you go. Start with what you actually need, don’t be afraid to experiment, and clean out old reports regularly. The best reporting system is one your team actually uses (and understands).