CRM Report Configuration in Bitrix24
A manager wants to see: how many deals each sales rep has, which stages they get stuck at the most, and what the average deal size is per source. Bitrix24's standard reports cover all of this — if configured correctly.
Reporting Tools in CRM
Bitrix24 CRM has three layers of analytics:
Built-in reports (CRM → Analytics) — sales funnel, manager analysis, dashboards. Work out of the box, flexibly filtered, require no setup. However, they do not allow adding arbitrary metrics and custom fields.
Report builder (CRM → Analytics → My Reports) — lets you choose fields, groupings, filters and create your own report. Includes custom fields (UF_CRM_*). Can be saved and shared with the team.
BI connector (Bitrix24 → BI Analytics) — exports CRM data to BI tools (Power BI, Tableau, Google Looker Studio). For advanced analytics beyond the capabilities of built-in reports.
Configuring Standard Reports
Sales funnel: CRM → Analytics → Sales Funnel. Configurable: funnel type (deals/leads), period, managers, source. Two periods can be compared.
Manager performance analysis: CRM → Analytics → Managers. Shows the number of deals, total amount, average deal size, and number of activities per employee.
Important detail: reports by default count deals by modification date, not by creation date or win date. If you need to count by deal close date — select the filter explicitly, otherwise data for the period will be incorrect.
Report Builder
Path: CRM → Analytics → All Reports → Create Report.
Steps:
- Select entity type (deals, leads, contacts, smart processes)
- Select fields to display — including custom fields
UF_CRM_* - Configure grouping (by manager, source, stage, period)
- Configure filters
- Select view: table, chart (bar, pie, line)
The created report is saved in CRM → Analytics → My Reports and is available to all users with analytics view permissions.
Automatic Report Delivery
Reports from the builder can be configured for automatic scheduled delivery: [Report] → Settings → Scheduled Delivery. The report arrives by email as an attached file (Excel or PDF).
Frequency: daily, weekly, monthly. Recipients: specific users or a group.
Limitations of Built-in Reports
- Cannot combine data from different entity types in one report (e.g., deals + smart processes simultaneously)
- No pivot tables with arbitrary calculations
- No cohort analysis
- Data from Bitrix24 only — cannot add data from external systems
For all of the above — BI connector or custom development.
Setup Timeframes
| Task | Time |
|---|---|
| Configuring standard reports and filters | 1–2 h |
| Creating a set of custom reports via the builder | 3–5 h |
| Configuring automatic report delivery | 1 h |
Setting up a full report package for the sales department — 1 working day.