Custom Reports
Build reports tailored to your KPIs
Custom Reports lets you build reports tailored to your exact KPIs. Pull data from any part of the platform, schedule automatic delivery, and share insights with your team or stakeholders.
Integrates with the tools you already use
Why Custom Reports
Build reports tailored to your KPIs
Reports tailored to your business
Built directly into your workflow — no extra tools needed.
Automated delivery saves hours
Automated and tracked, so you see real results fast.
Professional, branded reporting for clients
Designed specifically for education and training businesses.
How Custom Reports works
A simple, step-by-step flow to get you from setup to results.
Drag-and-drop builder
Assemble reports from any data source.
Drag-and-drop builder
Assemble reports from any data source.
Reports tailored to your business
Measured, tracked, and optimized for real results.
Scheduled delivery
Automatically email reports on a schedule.
Scheduled delivery
Automatically email reports on a schedule.
Automated delivery saves hours
Measured, tracked, and optimized for real results.
Custom metrics
Define and track the KPIs unique to your business.
Custom metrics
Define and track the KPIs unique to your business.
Professional, branded reporting for clients
Measured, tracked, and optimized for real results.
White-label export
Brand reports with your logo and colors.
White-label export
Brand reports with your logo and colors.
Reports tailored to your business
Measured, tracked, and optimized for real results.
Integrates with your favorite tools
Connect the systems you already use. Everything syncs automatically — no manual data entry.
Google Analytics
Analytics
Looker
BI
Salesforce
CRM
Google Sheets
Spreadsheets
Plus 500+ more integrations available via our native connector library.
Real results, quantified
The measurable impact businesses see after implementing this tool.
Attribution clarity
See exactly which channels drive every enrollment.
Saved weekly
Automated reports save 8 hours of manual analysis per week.
Faster decisions
Real-time dashboards enable 2x faster data-driven decisions.
Results from real businesses
See how education and training companies are using this tool to grow.
"We replaced five separate tools with this one platform. Our team finally has a single source of truth for every lead and student."
Sarah Mitchell
Director, BrightPath Academy
"The automation alone saves us 15 hours a week. We're responding to leads in seconds instead of hours, and our conversion rates show it."
James Chen
Founder, SkillForge Training
"I was paying over $1,600 a month for a dozen tools. Now I pay a fraction of that and everything actually works together."
Maria Rodriguez
Owner, LearnWell Institute
Simple, all-inclusive pricing
Custom Reports is included with your Waitlist Lab subscription — along with every other tool. No per-feature pricing, no hidden fees.
Starter
Everything you need to launch your marketing.
Replaces $1,600+/mo in separate tools
Perfect for single-location education and training businesses getting started with all-in-one marketing.
- Full access to Custom Reports
- Full CRM & pipeline management
- Unlimited sales funnels
- Website builder
- Email marketing
- 2-way SMS marketing
- Booking & appointments
- Workflow automations
- Surveys & forms
- Unlimited contacts
- Unlimited team members
Cancel anytime
Pro
Scale enrollments with advanced automation.
Replaces $1,600+/mo in separate tools
For growing education businesses that need advanced automation, courses, and reputation management.
- Everything in Starter, plus:
- Courses & products
- Communities
- Reputation management
- Call tracking
- Document signing
- Advanced analytics & reporting
- Priority support
- Custom integrations
- Migration assistance
Cancel anytime
Enterprise
For multi-location & enterprise organizations.
Tailored for multi-location businesses, franchises, and enterprise organizations with custom needs.
- Everything in Pro, plus:
- Multi-location management
- Dedicated account manager
- Custom onboarding & training
- SSO & advanced security
- API access & webhooks
- SLA & 99.9% uptime guarantee
- Volume sending discounts
- Custom contracts & invoicing
- White-glove migration
Get a custom quote
Cancel anytime · No contracts · See full pricing comparison
Get started in minutes
No complicated setup, no long onboarding. You'll be up and running before lunch.
Start your 14-day trial
Cancel anytime. Get instant access to every feature.
Import your existing data
Migrate contacts, pipelines, and calendars in a few clicks.
Customize your setup
Use our templates or build from scratch with drag-and-drop tools.
Launch and grow
Go live and start seeing results within the first week.
Ready to begin?
14-day free trial. Cancel anytime.
Start free trialFrequently asked questions
Everything you need to know about this tool. Can't find an answer? Our team is here to help.
Ready to grow with Custom Reports?
Start your 14-day trial — cancel anytime.
Works with your favorite custom reports tools