Difference between revisions of "Reports"

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With On Demand, you can generate reports on any information in the database. A library of pre-built reports is available or you may create new ones.  Reports are grouped in categories and listed in alphabetical order.
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Various reports are included with Commence on-Demand and your administrator may create new ones, allowing you to man-age a wide range of activity about your business.
 
  
 
[[File:ScreenHunter_87 Sep. 25 15.02.jpg]]
 
[[File:ScreenHunter_87 Sep. 25 15.02.jpg]]
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Click on any report in your report library for a sample. At the top of each report are options to export the data as PDF, Excel, CSV or RTF.
 
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[[File:ScreenHunter_88 Sep. 25 15.03.jpg]]
 
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[[File:image004.gif|left]]
 
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::::::'''''Step-by-Step'''''
 
  
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::::::::1. Click on the “Reports” link under Quick Links then se-lect a report category (Sales, Activity, Contacts)
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== How to View an Existing Report: ==
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# Click '''Reports''' in the '''Quick Links''' section. ''The complete report listing displays.''
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# To narrow the report listing, click on of the category names in the Reports '''Home''' section.
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# Click the '''Report Name'''. ''The selected report displays.''
  
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::::::::2. To Edit an existing report, click the pencil on the right column. Some reports are locked and may not be edit-ed.
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== How to Export a Report: ==
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After viewing your report you may print it or save it as a PDF, Excel, CSV or RTF file.
  
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::::::::3. To Create a New Report, click the ‘New Report’ button 
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[[File:Report_export_options.jpg]]
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# Click the desired file format.
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# Click '''Save'''.
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# Select a folder on your local hard drive or network.
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# Close the report.
  
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== How to Edit a Report: ==
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When viewing your list of reports, note the far right column titled '''Edit/Delete'''.
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If the pencil icon and "x" are blue you may edit or delete a report; if they're grayed out then it is a system report that cannot be changed or removed.
  
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::::::::[[File:image204.jpg]]
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Click the respective blue pencil icon to edit a report.
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::::::::4. You may begin building your own search and selection criteria, very similar to creating a Saved Search.  
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'''Note:''' See '''How to Create a Report''' for instructions on changing the report parameters.
  
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[[File:image206.jpg]]
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== How to Create a Report/Report Writer ==
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::::::::5. Select a Module which is the table of primary infor-mation in your report (Sales = forecast data. Activity = activity, etc.) then select as many related modules as appropriate by holding CTRL + click each module. These are the fields of data that will be available. Follow along each tab and build your report
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* [http://staging1.commenceonline.com/mediawiki/index.php/Report Writer Report Writer]
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With CRM On Demand, you can create your own reports using the '''Report Writer'''.
  
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[[File:image208.jpg]]
 
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::::::::6. Use ‘Criteria’ to build the conditions as to which infor-mation will appear in the report. Add as many rows as needed
 
  
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[[File:image210.jpg]]
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Return to '''[[Commence OnDemand User Help]]'''

Latest revision as of 17:14, 17 January 2013

With On Demand, you can generate reports on any information in the database. A library of pre-built reports is available or you may create new ones. Reports are grouped in categories and listed in alphabetical order.

ScreenHunter 87 Sep. 25 15.02.jpg


How to View an Existing Report:

  1. Click Reports in the Quick Links section. The complete report listing displays.
  2. To narrow the report listing, click on of the category names in the Reports Home section.
  3. Click the Report Name. The selected report displays.

How to Export a Report:

After viewing your report you may print it or save it as a PDF, Excel, CSV or RTF file.

Report export options.jpg

  1. Click the desired file format.
  2. Click Save.
  3. Select a folder on your local hard drive or network.
  4. Close the report.

How to Edit a Report:

When viewing your list of reports, note the far right column titled Edit/Delete. If the pencil icon and "x" are blue you may edit or delete a report; if they're grayed out then it is a system report that cannot be changed or removed.

Click the respective blue pencil icon to edit a report. Note: See How to Create a Report for instructions on changing the report parameters.

How to Create a Report/Report Writer

With CRM On Demand, you can create your own reports using the Report Writer.


Return to Commence OnDemand User Help

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