Want the ability to perform custom Highrise reporting? Whether it's simple reports on your sales pipeline or in depth CRM analysis, Easy Insight can get you that visibility in a couple of clicks! If you don't already have an account, you can get started with a 30 day free trial with no obligation.

Answers to Your Highrise Reporting Questions

Need to build Highrise reports on your companies, cases, deals, emails, tasks, or contacts? Easy Insight gives you the ability to create simple lists of contact information, pie charts of deal dollars by company, line charts of contact creation over time, and anything else you may want! Ad hoc report creation allows you to drag in fields from any of the key Highrise subject matters to create the reports you need to manage and optimize your sales activities. You can apply dynamic filters to restrict the data down to a particular date range, show only deals matching a certain tag, or only open cases. Once you have a report you like, you can export the data to Excel and set it up to deliver over email on a recurring schedule.

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Prebuilt Reports to Get You Started

Whether it's a pie chart showing your deal amounts by category, a tree giving you a hierarchical report on your prospects, or a simple list of contacts with a variety of optional filters, our rich library of prebuilt reports can help you get a quick start. You can take any of our prebuilt reports and modify them to meet your specific business need, all within a rich web interface designed to be accessible to business users. Build a particularly cool report? You can add it to help others with a single click.

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Extend Your Highrise Reporting With Custom Fields

Want to add probability of close to your deals? Industry to your contacts? Easy Insight provides you with the functionality to easily extend your Highrise reporting with custom fields. Have Basecamp too? Combine your Basecamp and Highrise data to create a single dashboard of todos, hours, and deal activity by user across the two products.

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Easy Insight is in no way affiliated with 37signals nor Highrise.