{"id":13731,"date":"2021-02-03T11:26:14","date_gmt":"2021-02-03T16:26:14","guid":{"rendered":"https:\/\/www.method.me\/?p=13731"},"modified":"2026-01-07T08:20:28","modified_gmt":"2026-01-07T13:20:28","slug":"crm-reporting","status":"publish","type":"post","link":"https:\/\/www.method.me\/blog\/crm-reporting\/","title":{"rendered":"4 ways reporting just got easier in Method CRM"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">One of the best parts about using Method CRM just got better \u2014&nbsp;its CRM reporting capabilities. Throughout this blog post, you\u2019ll learn how recent updates have made it easier for you to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Build custom reports<\/li>\n\n\n\n<li class=\"\">Create reusable templates<\/li>\n\n\n\n<li class=\"\">Uncover data-driven insights&nbsp;<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Let\u2019s dive in!<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-4-new-improvements-to-method-crm-s-reporting\">4 new improvements to Method CRM\u2019s reporting<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-1-simple-report-duplication\">1. Simple report duplication<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Using the report system page, you can now duplicate any template in just a few clicks. This is handy because you no longer have to manually adjust the layout and design of each template you create.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Instead, your preferred format can be easily carried over from one template to another. You can click the ellipses and select \u201cduplicate\u201d on the report system page to make this happen.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" data-src=\"https:\/\/lh6.googleusercontent.com\/u-FBZbsOg_3E49v9NA2cujP5IJ1ND-t3usNU-WhxiW7CPrOUEm2MYomlh8k387KbUBphDzaj7TSuBTirwaG9__QU_eFqU6d9xqqTKpGr070UsIna3UAfX9pvWEd3y_fOPZBAiH6F\" alt=\"\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" class=\"lazyload\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">The benefit of this update is that you:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Can create more reports and templates in less time<\/li>\n\n\n\n<li class=\"\">Keep your layout and branding consistent across templates<\/li>\n\n\n\n<li class=\"\">Have more time to focus on what matters \u2014 growing your business<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-2-plug-and-play-crm-reporting\">2. Plug and play CRM reporting<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Building off the consistency that template duplication allows for, you can now change the base table a template uses without having to restyle it. This means that you can incorporate data from different sources in your CRM without having to start from scratch each time.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For example, you can now reuse your <a href=\"https:\/\/www.method.me\/features\/estimates\/\">estimate<\/a> print template for invoices without having to manually reconfigure the layout of your template. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This new Method CRM reporting feature makes it easier to build new reports and ensures you don\u2019t waste time on reformatting.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-3-deeper-crm-reporting\">3. Deeper CRM reporting<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">In 2026, the more data you have \u2014 the better. In fact, research by <a href=\"https:\/\/www.forbes.com\/sites\/adigaskell\/2016\/10\/28\/becoming-a-data-driven-organization\/?sh=1e26358b4121\" target=\"_blank\" rel=\"noreferrer noopener\">McKinsey<\/a> has found that businesses who leverage customer data are:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">23 times more likely to acquire new customers<\/li>\n\n\n\n<li class=\"\">6 times more likely to retain these customers<\/li>\n\n\n\n<li class=\"\">19 times more likely to be profitable&nbsp;<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">To ensure <a href=\"https:\/\/www.method.me\/\">Method<\/a> customers like you are set up for success, you can now pull data from up to 5 different tables in a single report.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This means that each report you create, from <a href=\"https:\/\/www.method.me\/blog\/importance-of-sales-pipeline-stages\/\">sales pipeline <\/a>to forecast reports, includes more data for your team to pull insights from.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-4-crm-reporting-across-your-method-accounts-nbsp\">4. CRM reporting across your Method accounts <\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">This powerful feature is most useful for Method customizers and those with multiple Method accounts, as it allows you to copy templates from one Method account to another.&nbsp; As a result, this Method CRM reporting update:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Saves you time<\/li>\n\n\n\n<li class=\"\">Eliminates manual admin work&nbsp;<\/li>\n\n\n\n<li class=\"\">Reduces the risk of error during report recreation&nbsp;<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">With this update, you can rest easy knowing that you don\u2019t need to recreate templates over and over again in each of your Method accounts.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-you-can-make-the-most-of-method-crm-s-reporting-nbsp\">How you can make the most of Method CRM\u2019s reporting <\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Method CRM holds a goldmine of customer information that you can use to run your business better. To get the most out of this data, however, you need to leverage CRM reporting.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here\u2019s a recap of how recent product updates improve Method CRM\u2019s reporting capabilities. Method CRM now provides you with:&nbsp;<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"\">The ability to duplicate reports and templates<\/li>\n\n\n\n<li class=\"\">Flexible templates that let you easily change the underlying data source&nbsp;<\/li>\n\n\n\n<li class=\"\">Data-rich reports that include information from up to 5 different tables<\/li>\n\n\n\n<li class=\"\">Templates you can easily share across your <a href=\"https:\/\/www.method.me\/\">Method<\/a> accounts<\/li>\n<\/ol>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\" style=\"font-size:18px\">Not a Method CRM user?&nbsp;<\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\" style=\"font-size:18px\">Start your <a href=\"https:\/\/signup.method.me\/choose-version?offering=methodcrm\">free trial<\/a> to realize the benefits of strong CRM reporting.<\/p>\n\n\n\n<p style=\"font-size:12px\" class=\"wp-block-paragraph\"><br><em>Image credit: Kelly Sikkema via <\/em><a href=\"https:\/\/unsplash.com\/photos\/vSNy_bWa5AE\" target=\"_blank\" rel=\"noreferrer noopener\"><em>Unsplash<\/em><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>One of the best parts about using Method CRM just got better \u2014 its reporting capabilities. Check out this blog post to learn how recent updates can help you grow your business faster. <\/p>\n","protected":false},"author":24,"featured_media":13732,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[229,117,13],"tags":[],"class_list":["post-13731","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crm","category-method-customers","category-method-news"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>4 ways CRM reporting just got easier in Method &#8212; Method<\/title>\n<meta name=\"description\" content=\"Strong CRM reporting is crucial to uncovering and actioning data-driven insights. 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