Design fully customisable dashboards with drag and drop widget cards. Choose your data source from leads, campaigns, contacts, or deals, pick the metrics that matter, group, filter, and select the chart that tells the story. Nine pre built dashboard cards ship ready to use and every report exports to PDF or Excel. An email marketing platform that finally lets every team build the report they actually need.
Connect to any data source inside the platform, choose how you want to measure it, slice the result the way your team thinks about the business, and turn it into a chart anyone can read. The builder is visual, the metrics are flexible, the filters are unlimited, and every report is exportable to PDF or Excel for the executives, finance, or the rest of the team.
Data Source
Every report starts with a question, and every question starts with the right dataset. Pick the data source that answers it your full lead database, an active email campaign, your contact list, or the deal pipeline. The same drag and drop builder works across every source, so the team only learns it once and can switch between datasets the moment a new question comes up.
Metrics & Grouping
Choose your metric and then group by any field in the dataset. Count records, sum a numeric field, or average a value. Group leads by source, deals by stage, campaigns by month, contacts by owner. Three measurement modes that cover the vast majority of business questions any sales, marketing, or operations team will ever ask, with no formula language to learn.
Filter & Chart
Narrow the report with as many filters as the question needs date range, status, owner, tag, lead score, deal value, custom fields, anything. Then visualise the result in the format that lands clearest for your audience: bar charts for comparisons, line charts for trends, pie charts for share of total, data tables for raw numbers, or single value cards for headline metrics. Every filter and chart change updates instantly.
Export & Share
Every report is share ready the moment it loads. Send a polished PDF to the leadership team for the weekly review, drop the underlying rows into Excel for the finance team, or pin the live dashboard for everyone else to follow. No more rebuilding the same view in a spreadsheet every Monday morning, no more screenshotting at midnight to forward to the founder.
Once a team starts building reports themselves without a ticket to the data team, without a spreadsheet detour, without a meeting to reconcile whose number is correct going back to static dashboards starts to feel like working with the lights off. These are the changes that show up first.
Marketing teams stop waiting on the data team to build a custom view of campaign performance. Build the report, read it, decide, move on. The lag between question and answer collapses from days to minutes, which means email campaigns get adjusted while they still matter and pipeline gets defended before it goes cold.
Sales operations teams replace conflicting screenshots with shared dashboards that update live. When the leadership review, the rep one on one, and the marketing standup all open the same view, the meeting stops being about whose number is right and starts being about what to do next.
Customer success teams build the report they need in the time it used to take to find the right spreadsheet. The drag and drop builder makes reporting feel less like a quarterly project and more like a normal part of the workday, which is the only way reporting actually gets done consistently across a growing team.
Operations leaders stop screenshotting dashboards at midnight to forward to the founder. Export to PDF, attach to the email, send. The report that used to take six hours to compile now takes one click, and the leadership team finally has a rhythm of weekly numbers that everyone trusts and reads.
Email marketing teams finally know which campaigns drive real pipeline, not just opens and clicks. Tie campaign metrics directly to lead status, deal stage, and revenue. The result is a real feedback loop on which content, subject line, send time, and audience choices are actually moving the business.
Analysts stop being a custom report factory and go back to the strategic work they were hired for. The business builds its own day to day views from the visual builder, the data team handles the questions that genuinely need an analyst, and everyone is happier with the new arrangement.
Marketing teams stop waiting on the data team to build a custom view of campaign performance. Build the report, read it, decide, move on. The lag between question and answer collapses from days to minutes, which means email campaigns get adjusted while they still matter and pipeline gets defended before it goes cold.
Sales operations teams replace conflicting screenshots with shared dashboards that update live. When the leadership review, the rep one on one, and the marketing standup all open the same view, the meeting stops being about whose number is right and starts being about what to do next.
Customer success teams build the report they need in the time it used to take to find the right spreadsheet. The drag and drop builder makes reporting feel less like a quarterly project and more like a normal part of the workday, which is the only way reporting actually gets done consistently across a growing team.
Operations leaders stop screenshotting dashboards at midnight to forward to the founder. Export to PDF, attach to the email, send. The report that used to take six hours to compile now takes one click, and the leadership team finally has a rhythm of weekly numbers that everyone trusts and reads.
Email marketing teams finally know which campaigns drive real pipeline, not just opens and clicks. Tie campaign metrics directly to lead status, deal stage, and revenue. The result is a real feedback loop on which content, subject line, send time, and audience choices are actually moving the business.
Analysts stop being a custom report factory and go back to the strategic work they were hired for. The business builds its own day to day views from the visual builder, the data team handles the questions that genuinely need an analyst, and everyone is happier with the new arrangement.
Build. Drag. Drop. Filter. Chart. Export. That's reporting that actually gets read.
3400+
Reporting teams shipping faster
Marketing leaders, sales operations specialists, customer success managers, and finance teams use EVOX reports as the source of truth for their numbers. The drag and drop canvas is the builder. The data sources are the raw material. The chart is the story and the export button is the delivery. Every team in the business gets the visibility they need without ever opening a spreadsheet or filing a ticket with the data team.
Drop Builder
Pre Built Cards
Custom Reports
+ Excel Export
Email marketing teams use comprehensive dashboards to track every lead, every campaign, and every deal in a single place. The result is a sharper team, smarter campaigns, and a pipeline that everyone in the business can defend with the same numbers in front of them.
A complete reporting toolkit built into the same email marketing platform your team already uses. From the drag and drop canvas to the nine ready made dashboard cards to the one click exports, every capability is designed to take a business question and turn it into an answer the whole team can act on.
Compose a report from scratch in four moves. Pick a data source from leads, campaigns, contacts, or deals. Choose count, sum, or average as the metric. Set the group by field. Add the filters that matter and pick the chart that explains it. No formula language, no ticket to the data team.
Build dashboards on a visual canvas with no developer involvement required. Resize, rearrange, and remove widget cards in real time. The layout is yours, the data is live, the experience feels less like reporting software and more like sketching out a thought on paper.
Out of the box dashboard cards for leads, companies, contacts, deals, email queue, SMTP health, user performance, campaign overview, and conversion tracking. Pin the ones you check daily, edit the ones you want to tune, and ignore the rest.
A dedicated dashboard for sending infrastructure. Track delivery rates, bounce trends, queue size, and provider performance across SMTP, Gmail, Outlook, and SES. Strong email deliverability is no longer a black box hidden inside a provider's reporting interface.
Bar, line, pie, table, and single value KPI cards. Choose the visualisation that lands clearest for your audience without rebuilding the underlying report. The chart switcher is one click and the data stays the same across every format.
Every report exports cleanly to two formats. Send a polished PDF to the leadership team for the weekly review or drop the raw rows into Excel for finance and operations. Same report, two formats, zero rebuild and no extra tooling required.
Compose a report from scratch in four moves. Pick a data source from leads, campaigns, contacts, or deals. Choose count, sum, or average as the metric. Set the group by field. Add the filters that matter and pick the chart that explains it. No formula language, no ticket to the data team.
Build dashboards on a visual canvas with no developer involvement required. Resize, rearrange, and remove widget cards in real time. The layout is yours, the data is live, the experience feels less like reporting software and more like sketching out a thought on paper.
Out of the box dashboard cards for leads, companies, contacts, deals, email queue, SMTP health, user performance, campaign overview, and conversion tracking. Pin the ones you check daily, edit the ones you want to tune, and ignore the rest.
A dedicated dashboard for sending infrastructure. Track delivery rates, bounce trends, queue size, and provider performance across SMTP, Gmail, Outlook, and SES. Strong email deliverability is no longer a black box hidden inside a provider's reporting interface.
Bar, line, pie, table, and single value KPI cards. Choose the visualisation that lands clearest for your audience without rebuilding the underlying report. The chart switcher is one click and the data stays the same across every format.
Every report exports cleanly to two formats. Send a polished PDF to the leadership team for the weekly review or drop the raw rows into Excel for finance and operations. Same report, two formats, zero rebuild and no extra tooling required.
Common questions about the EVOX reports and analytics dashboard, how the custom builder works, and what you can do with the data your team already has inside the platform.
Open the report builder, pick a data source from leads, campaigns, contacts, or deals, then choose the metric you want to measure count of records, sum of a numeric field, or average. Set the group by field that answers your question, layer in any filters that narrow the result, and pick the chart that explains it best. The entire flow takes about a minute and nothing needs to be installed or configured by a developer.
Build. Drag. Drop. Filter. Chart. Export. That's reporting that actually gets read.