How to create a Multi-Dimensional Report in Kylas CRM

Introduction

Multi-dimensional reports let you break CRM data across two or more axes (for example: Owner × Source × Pipeline Stage) so you can spot trends, bottlenecks and opportunities at a glance. The screenshots you provided show a practical example: creating a Multi Dimensional report on the Lead entity visualized as a Bar chart that counts leads by owner, source and pipeline stage, and is filtered to a specific pipeline.

This article gives a complete, publish-ready guide — prerequisites, exact UI fields from the images, step-by-step instructions, use cases, benefits and a short conclusion.

Table of contents

1. Prerequisites

2. Quick overview

3. Step-by-step (with exact field values from screenshots)

4. Use cases (example scenarios)

5. Benefits

6. Tips & troubleshooting

7. Conclusion

1. Prerequisites

• Permissions: Ability to Create reports and Read the entity (Leads) and associated fields.

• Data: Relevant Leads exist and your pipeline / source / owner fields are populated and standardized.

• Plan: Reporting feature enabled in your Kylas subscription.

2. Quick overview

Flow to build a multi-dimensional report:

1. Reports → Create New Report

2. Basic info: name, report type (Multi Dimensional)

3. Choose entity & chart type (Lead → Bar)

4. Set date filter / date range

5. Add dimensions (Owner, Source, Pipeline Stage)

6. Add metric(s) (Number of Leads)

7. Apply filters (e.g., Pipeline = Kylas Pipeline)

8. Generate Preview → Save → (optionally) add to dashboard or export

3. Step-by-step 

Step 1 — Start a new report

• Go to Reports in the left navigation.

• Click Create New Report (or edit an existing report to reuse settings).

Step 2 — Basic information

• Report Name: enter a clear name (example from screenshot: Leads by Owner).

• Report Type: select Multi Dimensional.

• Report Description: (optional) add purpose / owner / refresh cadence.

Step 3 — Entity & chart type

• Entity Type: choose Lead.

• Chart Type: select Bar (or any other visualization that fits your analysis).

Step 4 — Date filter & date range

• Date Filter: set to Created At (or another date field relevant to your analysis).

• Date Range: choose the appropriate range — the screenshot shows Before Current Date And Time (you can change to Last 30 days / This Quarter / Custom as needed).

Step 5 — Add Dimensions

• In Dimensions, add the categorical axes you want to break down by. In your screenshots the chosen dimensions are (in this order):

  1. Owner

  2. Source

  3. Pipeline Stage

• Use the drag handle (left of each dimension row) to reorder dimensions; use the trash icon to remove any dimension.

Why these dimensions? Owner shows accountability, Source shows origin of the lead, and Pipeline Stage shows where those leads currently sit — together they give a layered picture of who is handling leads, how leads are coming in, and which stage they are at.

Step 6 — Add Metrics

• Under Metrics click Add New if needed and choose your measure. In the screenshot the metric is: Number of Leads.

• For other analyses you may add Sum of Deal Value, Average Deal Size, etc., depending on the entity and available fields.

Step 7 — Apply Filters

• In Filters, pick the field and criteria to limit the dataset. The screenshot shows one filter applied:

  • Pipeline → Equals → Kylas Pipeline

• Add more filters (owner, date, region, product) to focus the report on a specific slice.

Step 8 — Generate Preview & refine

• Click Generate Preview (bottom right) to render a preview of your report.

• Verify counts, labels, and that filters/dimensions are producing the expected results. Adjust dimensions, metrics or filters if anything looks off.

Step 9 — Save the report

• Once satisfied with the preview, click Save (bottom right).

• Set report sharing/access as required so teammates can view or edit.

Step 10 — Use the report

• After saving you can:

  • Add it to a dashboard as a dashlet.

  • Export the report (CSV) for external analysis.

  • Schedule/refresh (if your Kylas plan supports scheduled reports).

4. Use cases (examples)

• Team performance: Count of leads by Owner × Pipeline Stage × Source to see which owners are converting leads from specific channels.

• Campaign effectiveness: Break down the number of leads by Source × Owner to see which campaigns generate the most pipeline for each owner.

• Pipeline health: Pipeline Stage × Owner × Month to identify stage-wise backlog per rep.

• Handover or territory analysis: Owner × Region × Pipeline Stage to evaluate territory distribution and stage-wise performance.

5. Benefits

• Multi-axis visibility: See relationships between ownership, source and stage in one view.

• Faster root-cause analysis: Spot whether low conversions are source-related, owner-related, or stage-related.

• Actionable insights: Managers can assign coaching, redistribute leads, or reallocate campaign spend based on the report.

• Reusability: Saved multi-dimensional reports can be added to dashboards and reused by teams.

6. Tips & troubleshooting

• Limit dimensions to 2–3 for clarity. More than 3 can make charts hard to read — use table view or export when you need wider pivoting.

• Standardize field values (e.g., Source names, Pipeline Stage labels) so you don’t get split buckets like “Website” vs “website”.

• Preview early and often. Generate preview after each major change to avoid wasting time building on incorrect filters.

• Filters not working? Re-check the field type (text vs picklist) and exact match values (typos will cause a filter to return no rows).

• Missing metrics? Confirm the metric is valid for the selected entity (e.g., deal value metric won’t exist when entity = Lead unless you have a related numeric field).

7. Conclusion

Creating a multi-dimensional report in Kylas CRM is straightforward and highly effective for layered analysis. Using the UI fields shown in your screenshots — Multi Dimensional report type, Lead entity, dimensions (Owner, Source, Pipeline Stage), metric Number of Leads, and a Pipeline = Kylas Pipeline filter — lets you build a focused report that answers who is handling leads, where those leads are coming from, and what stage they are in. Save and surface this report on dashboards to keep teams aligned and drive faster, data-informed decisions.