PlexiaDesk for reporting

Reports over the fields you invented

Filter, group and chart your own fields, save the views your team keeps asking for, and export any of it to CSV — without the fields you added being second-class citizens.

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One email to join. No credit card, no sales call.

Layered analytics cards with charts, filters, and data visualizations

Your custom fields are the point, not an exception

A report that can only group by the vendor's built-in fields cannot answer questions about your work. Every field you create is available to filter, group and chart on.

Group and filter by anything you track

Build the view by the fields that matter to your process — stage, owner, source, or the one field only your team has.

Properties · report

Group by
  • Enquiry18
  • Viewing31
  • Offer12
  • Contracts7

Save the view people keep asking for

Turn the report you rebuild every Monday into a saved view, so the answer is a link rather than a request.

Properties · 5 records

PropertyStageOwnerGuide price
12 Oakfield RoadViewingSG£465,000
8 Marlow CourtOfferMC£320,000
The Old DairyContractsEM£712,500
44 Bridge StreetEnquiryJP£289,000
2 Harbour ViewViewingSG£540,000

Take the numbers with you

Export any report to CSV when it needs to land in a board pack, a spreadsheet model or someone else's system.

12 Oakfield Road · details

  • Vendor prefers a 6-week completion.
  • Chain free — confirmed with the agent.

How teams use reports & charts

Pipeline you can actually interrogate

Slice the pipeline by the dimensions your business runs on.

  • Group deals by stage, owner or source and see where value is sitting.
  • Filter to the segment under discussion instead of exporting everything.
  • Save the weekly pipeline view once and share the link.
Get early access

Properties · report

Group by
  • Enquiry18
  • Viewing31
  • Offer12
  • Contracts7

Still have questions? We have answers.

  • Yes — that is the whole point. Any field you create can be filtered, grouped and charted exactly like the ones that ship with a record type.

More of the platform

Start shaping your CRM in an afternoon

Join the waitlist

One email to join. No credit card, no sales call.