Difference between revisions of "Reports"
From Commence CRM-Help
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After viewing your report you may print it or save it as a PDF, Excel, CSV or RTF file. | After viewing your report you may print it or save it as a PDF, Excel, CSV or RTF file. | ||
| − | [File:Report_export_options.jpg] | + | [[File:Report_export_options.jpg]] |
# Click the desired file format. | # Click the desired file format. | ||
# Click '''Save'''. | # Click '''Save'''. | ||
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.
Contents
How to View an Existing Report:
- Click Reports in the Quick Links section. The complete report listing displays.
- To narrow the report listing, click on of the category names in the Reports Home section.
- 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.
- Click the desired file format.
- Click Save.
- Select a folder on your local hard drive or network.
- 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.
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