If you’re tired of canned dashboards and half-baked exports, you’re not alone. A lot of folks just want to get real, actionable data out of Gryphon—without jumping through a million hoops or listening to another pitch about “data-driven insights.” This guide is for you: the person who needs to wrangle Gryphon’s reporting tools into something that actually helps, whether you’re in ops, sales, or just trying to get your boss off your back.
Below, I’ll walk you through building a custom report in Gryphon from scratch—step by step, with no fluff. I’ll call out what works, what’s annoying, and what you can skip. Let’s get into it.
Step 1: Figure Out What You Actually Need
Before you even open Gryphon, get clear on your end goal. This sounds obvious, but it’ll save you from a lot of wasted clicks.
Ask yourself: - What question am I really trying to answer? - Who is this report actually for? - Do they need charts, or just a list? - How often will I need this—one-off or recurring?
Pro tip: Don’t let “what Gryphon can do” determine your report. Nail down what you need, then see if Gryphon can do it (or at least get close).
Step 2: Log In and Find the Reporting Module
Not the most exciting step, but you’d be surprised how many people get lost in Gryphon’s menus.
- Sign into your Gryphon account.
- From the main dashboard, look for “Reports,” “Analytics,” or occasionally “Custom Reports.” (Gryphon likes to change the label based on your plan or permissions.)
- If you can’t find it, try the search bar or check your user permissions—sometimes admins need to flip a switch.
What to ignore: The “Quick Stats” or “Overview” pages. They’re fine for a snapshot, but useless for building something custom.
Step 3: Start a New Custom Report
Once you’re in the reporting module, look for a button like “Create Report,” “New Report,” or a big plus sign. Click it.
Choose the Right Report Type
You’ll usually get a choice like: - Table/List (raw data, exports well to Excel) - Chart/Graph (visual, but often less flexible) - Dashboard (mix of stuff, but can get cluttered)
Honest take: Start with a Table/List unless you’re 100% sure what chart type you need. It’s easier to tweak data first, then build visuals on top.
Step 4: Select Your Data Source
Gryphon will ask what kind of data you want to report on. This is where people get tripped up.
- Pick the main object you care about (calls, users, leads, whatever fits your use case).
- Some modules let you pull in related objects (e.g., calls AND users). Usually, stick to one main type to keep things simple.
Pitfall: Don’t try to pull everything into one report. Gryphon’s more likely to choke or time out, and you’ll end up with a mess.
Step 5: Choose and Configure Your Fields
This is where you pick exactly what shows up in your report.
- Select the fields you want—think columns in a spreadsheet.
- Drag and drop to reorder fields if Gryphon supports it.
- Rename columns for clarity (your future self will thank you).
What works: Less is more. Pick only what you need. You can always add more fields later.
What to ignore: “Advanced” fields you don’t understand. Gryphon sometimes shows technical or internal-use fields—don’t include them unless you know what they are.
Step 6: Filter Your Data
Now you’ll set up filters to narrow things down.
- Add basic filters (date range, user, status, etc.).
- Stack multiple filters to focus your report—e.g., “Calls this month” AND “Outcome = Success.”
- Watch for filter logic (AND/OR). Gryphon sometimes defaults to OR when you really want AND.
Pro tip: Start broad, then get more specific. If your report is empty, loosen your filters and try again.
Step 7: Group and Summarize (Optional, but Powerful)
Grouping lets you see totals or trends by user, team, date, etc.
- Choose a field to group by (say, “User” or “Week”).
- Add summary functions—count, sum, average, etc.
- Check how Gryphon displays the groups; sometimes the UI gets cramped with too many.
Honest take: Don’t overdo it. One or two levels of grouping is plenty. More than that, and the report gets unreadable.
Step 8: Pick Your Output Format
You’ll usually have a few options: - On-screen table (good for quick checks) - Export to CSV/Excel (best for sharing or further analysis) - Scheduled email (automate delivery, but can clutter inboxes)
Reality check: Gryphon’s built-in charts can be hit or miss. Tables and exports are the most reliable way to get data out cleanly.
Step 9: Preview and Adjust
Before saving, always preview your report.
- Look for missing or weird data.
- Check that filters and groups work as expected.
- Fix any column names or ordering that looks off.
What to ignore: Don’t get bogged down in pixel-perfect formatting. Focus on getting the right data out—formatting can come later.
Step 10: Save and Name Your Report Clearly
Give your report a name that actually means something. “Monthly Sales by Rep – 2024” is good. “Test Report 7” is not.
- Save your report to your private or shared folder as needed.
- Add a description if Gryphon lets you (future you, and your teammates, will appreciate it).
Pro tip: If this is a recurring report, set a reminder to update or archive it regularly. Old or irrelevant reports pile up fast.
Step 11: Share or Schedule (If Needed)
Gryphon lets you share reports with teammates or set up scheduled deliveries.
- Double-check permissions before sharing—don’t blast sensitive data to the wrong folks.
- For scheduled reports, pick a sane frequency. Daily is almost never necessary; weekly or monthly is usually enough.
- If you’re exporting to Excel, consider using a shared drive or secure file-sharing tool.
Reality check: Most people don’t want another email report. Ask your audience before setting up auto-sends.
Step 12: Iterate and Improve
No report is perfect the first time. Ask for feedback, check if it’s actually being used, and tweak as needed.
- If something’s not working, don’t be afraid to start over with a simpler version.
- Delete reports that nobody uses—clutter helps no one.
- Keep a running list of “wish list” features or fields for next time.
A Few Gotchas and Honest Tips
- Performance: Big, complex reports run slow. If Gryphon times out or crashes, break your report down into smaller chunks.
- Permissions: Some data is restricted. If you can’t see what you expect, check with your admin.
- Data Freshness: Gryphon’s data may lag behind real time, depending on your setup. Don’t promise up-to-the-second numbers unless you’ve double-checked.
Wrapping Up: Keep It Simple, Keep It Useful
Custom reports in Gryphon can be a lifesaver—or a rabbit hole. Start with what you need, keep things lean, and don’t sweat the fancy features unless they actually help. Iterate as you go, and keep your reports focused on real questions, not just what looks impressive in a meeting.
If you run into trouble, remember: simpler is better, and most “advanced” problems are just someone trying to do too much at once. Build what works for you, and move on.