If you’re running sales—or responsible for tracking it—you know the pain. You need numbers. You need trends. And you need something you can actually hand to your boss or the exec team. That’s where a platform like Vymo comes in. But just because it can report on sales doesn’t mean it’s obvious how to get the exact info you want, in a format you can actually use.
This guide is for anyone who has stared down a reporting dashboard and thought, “There’s got to be a better way.” Whether you’re a sales manager, an ops analyst, or just the poor soul stuck with monthly reporting, let’s cut through the noise and get you exporting what matters.
Step 1: Know What You Actually Need (and Ignore the Rest)
Before you start clicking around, get clear on what you want out of the report. Vymo is loaded with options—most of which you’ll never use. Here are some questions to ask yourself:
- Are you tracking individual rep performance, team performance, or something else?
- Do you need detailed activity breakdowns, or just the big picture (like total sales, pipeline, conversion rates)?
- What time period matters? Last week, last quarter, this fiscal year?
- Who’s going to see this report? (The answer affects how much detail you want.)
Pro tip: Write down your top 2-3 questions you want the report to answer. If a field or metric doesn’t help answer those, you probably don’t need it.
Step 2: Navigate to the Reports Section
Assuming you’re logged into Vymo, here’s how to get to the reporting area:
- Log in to your Vymo account.
- On the main dashboard, look for a section or tab called Reports, Analytics, or sometimes Insights (the exact name can vary depending on your company’s setup).
- Click into the Reports area.
Don’t see it?
Some Vymo deployments restrict access to reporting based on your role. If you don’t see any reporting options, you’ll need to ask your admin to enable it for you. No amount of clicking will fix permissions.
Step 3: Choose the Right Report Type
Vymo offers a bunch of standard reports. You’ll see things like:
- Sales Performance Reports (by rep, team, or region)
- Activity Reports (calls, meetings, follow-ups)
- Pipeline or Funnel Analysis
- Custom Reports (if your admin has set them up)
For most sales performance needs, start with Sales Performance or Pipeline reports. Don’t get distracted by activity logs or “engagement heatmaps” unless you have a specific reason.
What doesn’t work:
Avoid “default” reports that try to do everything. They’re usually overwhelming and full of noise. If you need to, pick the report that’s closest to your goal—you can customize from there.
Step 4: Filter and Customize Your Data
Here’s where most people get lost. Vymo’s reports can be filtered and tweaked, but the interface isn’t always intuitive.
The Basics
- Date Range: Usually a dropdown or calendar picker. Set this first—it filters everything else.
- Teams / Reps: Filter by team, group, or specific salesperson.
- Deal Status: Show only closed deals, open deals, or both.
- Product/Service: If you sell multiple things, you can usually filter by product line.
Custom Fields
Most Vymo setups have custom fields. These might be “Industry,” “Deal Source,” or anything your company tracks. Don’t feel like you have to use all of them.
Add or Remove Columns
There’s typically a “Columns” or “Fields” button. Use it to show only what you care about—like deal value, close date, stage, etc.
Pro tip:
Less is more. The more columns you add, the harder it is to spot what matters. Stick to 5-7 columns for most reports.
Apply Filters
Once you’ve picked your filters and columns, hit “Apply,” “Update,” or whatever button actually runs the report. (Yes, it’s easy to forget this step.)
Step 5: Preview and Double-Check
Don’t skip this. Look at the first page of your report and sanity-check it:
- Are the numbers way off? (Maybe you filtered the wrong way.)
- Are there columns you don’t need, or missing columns you do?
- Does the data match what you expect for this period?
If something looks wrong, go back and adjust your filters or columns. It’s easier to fix now than after you’ve exported.
What doesn’t work:
Assuming the report “just works” out of the box. Vymo is only as good as your filters—garbage in, garbage out.
Step 6: Export Your Report
Finally, let’s get your data out of Vymo and into something you can use—usually Excel or CSV.
- Look for an Export button. It’s often in the top-right of the report view.
- Choose your format:
- Excel (.xlsx): Best for most people—preserves formatting, easy to share.
- CSV: Good if you want to import into another system or process with scripts.
- PDF: Okay for pretty presentations, but you can’t do much with the data.
- Click Export. You’ll usually get a download prompt, or it’ll email you a link if the file is large.
Heads up:
Some exports (especially big reports) can take a few minutes. If you don’t see the file right away, check your email or browser downloads.
Step 7: Clean Up Your Export (Optional, But Worth It)
Let’s be honest: No CRM spits out perfect spreadsheets. Expect to do a little cleanup.
- Remove empty columns or rows. Vymo sometimes exports more than you want.
- Check for weird formatting. Date columns, currency, etc.—fix as needed.
- Double-check totals. Make sure they match what you saw in Vymo.
If you’re sending this to someone senior, take 60 seconds to make it look decent. Bold headers, freeze the top row, add your name and date.
Step 8: Automate (If You Need This Every Week/Month)
If you’re running the same report all the time, see if your Vymo setup allows you to save report templates or schedule exports.
- Saved Reports: Most Vymo instances let you save your filters and columns for reuse.
- Scheduled Exports: Some setups let you get a report emailed to you on a regular basis. Ask your admin if you don’t see this option.
What doesn’t work:
Relying on IT to send you the right report every time. If you can, set up your own template and own the process.
Extra Tips and Honest Takes
- Don’t chase “real-time” reporting hype. Most teams only need weekly or monthly numbers. If you’re spending hours trying to get up-to-the-minute data, you’re probably missing the bigger picture.
- Ignore “insight” widgets unless you actually know what they mean. Not every dashboard chart is actionable.
- If something’s broken, document it. If reports are missing key data or fields, make a note and tell your admin. The software only gets better if people speak up.
- Keep your process simple. Fancy reports are fun, but clear, repeatable reports are what actually get used.
Keep It Simple, Iterate as Needed
Don’t overthink this. Start with the basics: pick the right report, filter it down, export it, and clean it up. If you find yourself spending hours tweaking, step back—maybe you’re trying to answer too many questions at once.
Reporting in Vymo isn’t magic, but with a little practice, you’ll get useful, actionable numbers you can actually use. Stick to what matters, ignore the fluff, and keep your process as simple as possible. You’ll thank yourself next month.