If the standard reports don’t cover what you need, you can build custom reports with your own metrics, filters, and sorting.
Creating a custom report
Go to Reports and click New Report.
Step 1: Choose your data
Select which data to include:
- Deals — pipeline, stage, value, close dates, health scores
- Companies — industry, location, relationship type
- Activities — calls, meetings, emails, notes
- Contacts — roles, companies, communication history
Step 2: Add filters
Narrow down the data with filters:
- Date ranges
- Specific stages or statuses
- Team members
- Industries or tags
- Custom criteria
Step 3: Choose columns and sorting
Select which fields to display as columns, and set the sort order. You can sort by any column in ascending or descending order.
Step 4: Save
Give your report a name and save it. Saved reports appear on your Reports page and can be re-run at any time with updated data.
Editing saved reports
Click any saved report to view it. You can adjust filters, change the sort order, or add/remove columns, then save the changes.
Exporting
Custom reports can be exported to CSV, just like standard reports. Click Export CSV from the report view.
You can also ask Alva to generate reports conversationally: “Show me all deals over £50k that closed in the last 90 days, sorted by value.” Alva will query the data and present the results — though for repeatable reports, saving a custom report is more efficient.
