Description
Find out how to download existing custom reports in Mercury Nexus and request new reports when you need tailored CRM data.
Use this guide to understand what custom reports are available in Mercury Nexus, how to access them.
What are custom reports?
Custom reports extend Mercury Nexus’s standard reporting by providing access to specialised data sets. They help you identify data quality issues and gain deeper insight into your CRM records.
Custom reports sit separately from the preloaded reports available in the Reports area.
Accessing existing custom reports
Mercury Nexus includes several prebuilt custom reports that you can download at any time.
These currently include:
Duplicate Emails.
Duplicate People.
Intel Addresses.
To download a custom report:
Open the CRM app in Mercury Nexus. Select Reports from the left-hand menu.
Select Custom report from the top menu.
Choose the required report. Select Download report. The report downloads as an Excel file.
Tip: Run these reports regularly to clean up your CRM data and reduce duplicate records.
Need help?
If you need help accessing reports in Mercury Nexus, contact your Partnership Manager or email [email protected]