Reports

Reports form an integral part of the CRM system's day-to-day operations. As a user, you can create multiple custom reports. This guide will walk you through generating and saving these reports.

To begin, navigate to the reports section from the system's main menu.

A dropdown menu with report options will appear after clicking the arrow next to the 'Report Name' title.

 

Select 'Create a new report.' Once selected, a new window will appear with several tabs, all essential for report definition.

On the first tab labeled 'Settings,' you'll be asked to provide a name for your report. Additionally, you'll need to select the table you wish to report on.

Here are the main system tables you may consider for your reports:

• Accounts: This table holds customer information.

• Leads: This table includes lead details.

• Contacts: This table houses contact information.

• Tasks: This table contains task-related data.

• Activities: This table features data related to diary meetings.

• Opportunities: This table includes sales data.

• Cases: This table carries data related to inquiries."

In the next tab, called "columns," you must select the fields you want to display in the table. 

In the next tab, called "Column settings" you can change the names and order of the columns (by dragging and dropping).

On this tab, you have the ability to adjust the following settings:

• 'Show Sum': This option will add a summary row at the end of the report, providing a total for all numerical columns.

• 'Show aggregated data': This will generate a summary report. For example, if you have multiple Opportunity entries and you display the 'Owner' column, this setting will consolidate the rows such that each salesperson will have a single row with the total of their sales.

• 'Allow export to Excel': This enables the data to be exported to Excel.

• 'Show URL as link': Any data that are links will be displayed as clickable links."

 In the next tab, you must define the criteria for the search form. The button "Add new criteria" allows you to add new filters.

Clicking on the Add new criteria will open a new pop-up where you can define the filter.

In the next tab, you can define calculated fields.

In the next tab, you can share the reports with other Roles.