Build any report and export it anywhere
Pick the fields and filters you need, see them as a chart or a table, and export a clean report to PDF, Excel, or CSV in seconds.
Any question, answered in a report.
LIO builds the report you need from your own data and exports it clean, so you always have the numbers to back you up.
Custom reports
Pick fields and filters.
Unified view
Mix leads and deals.
Forecast accuracy
Predicted vs actual.
Export anywhere
PDF, Excel, or CSV.
Never wrestle a spreadsheet again
LIO turns your data into the exact report you need, then hands you a clean export, so you skip the copy and paste.
Built to your spec
The fields you choose.
Exported clean
PDF, Excel, or CSV.
Every number, in one report
Build a report on any part of your CRM, filter it down, and export it however you like.
Report on anything
Pick the fields, add the filters.
Mix it all in one
Leads, deals, and more.
Keep your reports
Ready whenever you need them.
Export in a click
PDF, Excel, or CSV.
Always current
Numbers refresh as you go.
Predicted vs actual
See where the forecast was off.
Turn raw data into a report you can send
Pick what to measure, filter it down, and export a clean report in one flow.
You go from question to answer fast
LIO builds the report from your live data, so you get the answer and a clean export without a spreadsheet.
- Choose the fields and filters you need.
- See it as a chart, table, or stat.
- Export it to PDF, Excel, or CSV.
Back every call with the numbers
Pull the exact report you need for a review, export it clean, and walk in with the numbers already in hand.
- Report on any module or all at once.
- Check your forecast against what closed.
- Export a ready-to-share file in seconds.
Everything you need to know
Get answers to the common questions about reports in LIO.
How do I build a report?
Pick a module, choose the fields and filters you want, and view it as a chart, table, or stat. Then export it if you need to.
Can I mix data from different modules?
What can I export?
What is the forecast accuracy report?
Do reports stay up to date?
Can I save a report to reuse?
Turn your data into reports you can send.
Pick a plan that fits your team today and add reports as you grow.