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EVOX
Build

Build any report
you can imagine

Design dashboards with drag and drop cards. Pick a source, metrics, group, filter, and chart. Export to PDF or Excel.

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How It Works

From raw data to executive dashboards in 4 steps

Connect any source, choose a metric, slice it your way, and turn it into a chart anyone can read. Export to PDF or Excel.

1

Data Source

Pull from leads, campaigns, contacts, or deals

Every report starts with a question, and every question starts with the right dataset. Pick the source that answers it: your leads, an email campaign, contacts, or the deal pipeline. The same builder works everywhere.

  • Leads
  • Campaigns
  • Contacts
  • Deals
2

Metrics & Grouping

Pick what to measure and how to slice it

Choose your metric, then group by any field. Count records, sum a numeric field, or average a value. Group leads by source, deals by stage. Three measurement modes cover most business questions, no formula language.

  • Count
  • Sum
  • Average
  • Group By
3

Filter & Chart

Add filters and pick the right chart

Narrow the report with as many filters as you need: date range, status, owner, tag, lead score, deal value. Then visualise it as bar, line, or pie charts, tables, or single value cards. Every change updates instantly.

  • Filters
  • Bar
  • Line
  • Pie
  • Table
4

Export & Share

Export to PDF or Excel in one click

Every report is share ready the moment it loads. Send a polished PDF to leadership for the weekly review, drop the rows into Excel for finance, or pin the live dashboard. No more rebuilding the same view every Monday.

  • PDF Export
  • Excel Export
  • Pin Dashboard
  • Share Link
Why Teams Choose EVOX

Six reasons teams never go back

Once a team builds its own reports without a ticket to the data team, static dashboards feel like working in the dark.

Decisions land the same day, not the same quarter

Decisions land the same day, not the same quarter

Marketing teams stop waiting on the data team for a custom view of campaign performance. Build, read, decide. Question to answer drops from days to minutes.

Everyone on the team sees the same numbers

Everyone on the team sees the same numbers

Sales ops teams replace conflicting screenshots with shared live dashboards. When everyone opens the same view, meetings stop being about whose number is right.

Reporting becomes a five minute habit

Reporting becomes a five minute habit

Customer success teams build the report they need in the time it took to find the spreadsheet. The drag and drop builder makes reporting a normal part of the day.

Executives get answers in their inbox

Executives get answers in their inbox

Operations leaders stop screenshotting dashboards at midnight for the founder. Export to PDF, attach, send. Six hours of compiling now takes one click.

Email campaign performance is no longer a mystery

Email campaign performance is no longer a mystery

Email marketing teams finally know which campaigns drive pipeline, not just opens. Campaign metrics tie directly to lead status, deal stage, and revenue.

The data team gets their week back

The data team gets their week back

Analysts stop being a custom report factory and return to strategic work. The business builds its own views, the data team handles questions that need them.

Who uses EVOX reporting
Deepak MehrotraDeepak MehrotraDeepak MehrotraDeepak Mehrotra

3400+

Reporting teams shipping faster

Built for teams that turn data into decisions

Marketing leaders, sales ops, CS managers, and finance teams use EVOX reports as the source of truth. The canvas is the builder, the data sources are the raw material, the chart is the story, the export button is the delivery.

Drag

Drop Builder

9

Pre Built Cards

∞

Custom Reports

PDF

+ Excel Export

Reporting Intelligence

Visibility drives revenue

Email marketing teams use dashboards to track every lead, campaign, and deal in one place. The result is a sharper team, smarter campaigns, and a pipeline everyone can defend.

Features

Everything the reporting dashboard ships with

A complete reporting toolkit inside your email platform. A drag and drop canvas, ready made cards, and one click exports.

Custom Report Builder

Compose a report in four moves. Pick a source: leads, campaigns, contacts, or deals. Choose count, sum, or average. Set the group by field. Add filters.

Drag and Drop Widget Cards

Build dashboards on a visual canvas with no developer. Resize, rearrange, and remove widget cards in real time. Your layout, live data, like sketching.

Nine Pre Built Dashboards

Out of the box cards for leads, contacts, deals, email queue, SMTP health, and campaigns. Pin the ones you check daily.

SMTP Health Monitoring

A dedicated dashboard for sending infrastructure. Track delivery rates, bounce trends, queue size, and provider performance across SMTP, Gmail, and SES.

Multiple Chart Types

Bar, line, pie, table, and single value KPI cards. Choose the visualisation that lands clearest without rebuilding the report. The switcher is one click.

Export to PDF and Excel

Every report exports cleanly to two formats. Send a polished PDF to leadership, or drop the raw rows into Excel for finance. Same report, zero rebuild.

Questions & Answers

Everything you need to know

Common questions about the EVOX reports dashboard and what you can do with your data.

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.
The builder works across every core dataset inside EVOX leads, companies, contacts, deals, campaigns, email queue, and user activity. Every custom field your team has added is also available as a group by or filter, so the report can be as specific to your business as you need it to be without changing anything on the data side.
Five chart types ship out of the box bar charts for comparing categories, line charts for trends over time, pie charts for share of total, data tables for raw numbers, and single value KPI cards for headline metrics. You can switch between them on the same report with one click and the underlying data stays exactly the same across every chart format.
Nine ready made dashboard cards cover the most common reporting questions leads, companies, contacts, deals, email queue, SMTP health, user performance, campaign overview, and conversion tracking. They go live the moment your data starts flowing into EVOX and can be edited like any custom report if you want to adjust the metric, filters, group by, or chart type.
Yes, every report exports to both formats with one click pre built or custom, PDF for stakeholder sharing and Excel for further analysis. The PDF carries the same styling as the on screen dashboard, and the Excel file includes the underlying rows so finance and operations teams can build their own analysis on top of it without rebuilding anything from scratch.
Save any report as a custom view and either keep it personal or share it across the entire workspace. Shared views appear for every teammate with the right permissions, and pinned views show at the top of the dashboard so the team always opens to the metrics that matter most for their role. Permissions follow the same role based access controls as the rest of the platform.
Evox · AI email marketing

Evox sends campaigns that feel one-to-one at scale.

Behavior-triggered emails that build, personalize, and send themselves so every subscriber gets the right message at the right moment.

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4.1x
average campaign ROI
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open rate improvement
3.2x
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