Reports help transform raw CRM data into meaningful business insights. Whether you’re tracking lead conversions, monitoring sales performance, or evaluating campaign effectiveness, reports provide the visibility needed to make informed decisions.

To help users get started quickly, Horilla CRM includes a collection of pre-configured default reports that can be loaded instantly. These reports are designed around common business use cases and provide immediate access to valuable analytics without requiring any manual configuration.

In this article, you’ll learn how to load default reports in Horilla CRM and customize them to meet your organization’s reporting needs.

Why Use Default Reports?

Building reports from scratch can be time-consuming, especially when setting up a new CRM environment. Default reports eliminate this effort by providing ready-made templates configured with useful fields, filters, groupings, and visualizations.

Benefits of default reports include:

  • Instant access to business insights
  • Faster CRM setup
  • Pre-configured charts and analytics
  • Reduced report-building effort
  • Easy customization for specific business requirements

These reports serve as an excellent starting point and can be modified at any time.

Accessing the Reports Module

To begin, navigate to:

CRM → Reports

The Reports page displays all available reports within your CRM instance. Depending on whether reports already exist, Horilla CRM provides two different ways to access the default report loader.

Ways to Load Default Reports

Option 1: Using the Actions Menu

If your system already contains reports, you can load additional default reports from the navbar.

  1. Open the Reports module.
  2. Click the Actions dropdown in the top navigation area.
  3. Select Load Default Reports.

This opens the report selection dialog, where you can choose which default reports to import.

Option 2: Using the Empty State Button

When no reports exist in the system, Horilla CRM displays an empty-state screen.

A prominent Load Default Reports button appears directly on the page, allowing users to quickly import available report templates without navigating through additional menus.

Simply click the button to open the report selection window.

Loading Default Reports

Once the default report dialog opens, Horilla CRM displays all available report templates provided by the installed modules.

Select Reports

The dialog contains:

  • A Select All checkbox
  • Individual report selections
  • Reports organized by module

You can either:

  • Select specific reports that are relevant to your team.
  • Choose Select All to import every available default report.

Create Reports

After selecting the desired reports:

  1. Click Create.
  2. Horilla CRM generates the selected reports automatically.
  3. A confirmation message appears showing the number of successfully created reports.

If a report with the same name already exists, Horilla CRM automatically skips it and displays the number of skipped reports.

What Gets Imported?

Each default report includes a complete reporting configuration designed to provide immediate value.

Customizing Default Reports

Default reports can be modified at any time to suit your organization’s specific requirements.

Modify Columns

You can:

  • Add new fields
  • Remove unnecessary columns
  • Rearrange column order

Adjust Filters

Customize report results by filtering data based on:

  • Date ranges
  • Status
  • Teams
  • Campaigns
  • Regions

Change Visualizations

Switch between different chart types to better represent your data.

Examples:

  • Convert a table into a funnel chart
  • Display revenue using a bar chart
  • Compare departments using stacked charts

Save Your Changes

Once customized, save the report to preserve your configuration and continue using it as a tailored version of the original template.

Best Practices

Load All Reports During Initial Setup

Importing all available reports helps users discover the reporting capabilities provided by each installed module.

Organize Reports with Folders

Create folders such as:

  • Sales Reports
  • Marketing Reports
  • Management Reports
  • Team Reports

This keeps reporting organized and easier to navigate.

Review Default Configurations

Before sharing reports with your team, verify that the fields, filters, and visualizations align with your organization’s workflow.

Create Team-Specific Variants

Different teams often need different perspectives on the same data. Consider creating customized versions for:

  • Sales Representatives
  • Sales Managers
  • Marketing Teams
  • Executives

Default reports provide one of the fastest ways to begin analyzing data in Horilla CRM. With just a few clicks, you can import professionally designed reports, visualize important business metrics, and gain actionable insights into your organization’s performance.

Whether you’re managing leads, opportunities, campaigns, contacts, or accounts, default reports offer a strong foundation for reporting and analytics. Navigate to CRM → Reports, click Load Default Reports, and start exploring your business data today.

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