Simon Clive at 04:25, 21 December 2011

2011-12-21T04:25:20Z

Simon Clive: Created page with "CRM Reports Overview Do you know how to use CRM reports? Selecting the CRM Reports icon will open the Report Selector menu displaying the list of CRM related reports. How to U..."

2011-06-28T03:08:24Z

Created page with "CRM Reports Overview Do you know how to use CRM reports? Selecting the CRM Reports icon will open the Report Selector menu displaying the list of CRM related reports. How to U..."

New page

CRM Reports
Overview
Do you know how to use CRM reports?

Selecting the CRM Reports icon will open the Report Selector menu displaying the list of CRM related reports.

How to Use CRM Reports

Select CRM
Select CRM Reports

CRM Reports Detail

This will bring up a Report Selector:
In Search type in the report name to locate quickly
Use the date range tabs to get Date driven Reporting
Click on Update Batch to ensure all information has populated within the file
Click OK - this will then bring up the requested report

Click on Customise tab at the bottom of the screen
Customise to view the Report Information that you require
Click on Custom Report
Enter Report Name
Click on Create Custom Report

This will save the report and bring the customised report back up on screen
To locate these Custom Reports
- Go to Report Selector
- On the radio buttons to the side you will now find a button for MY REPORTS
- Click on my reports radio button and you will locate all your custom reports

@@ Line 1: / Line 1: @@
-CRM Reports
+'''CRM Reports '''
-Overview
-Do you know how to use CRM reports?
-Selecting the CRM Reports icon will open the Report Selector menu displaying the list of CRM related reports.
+Do you know how to use '''CRM''' reports?
-How to Use CRM Reports
+Selecting the '''CRM Reports''' button will open the '''Report Selector''' menu displaying the list of '''CRM''' related reports.
-Select CRM
+*Select the '''Report''' you would like to view from the List.
-Select CRM Reports
+*Use the '''Date Range''' tabs to get date driven Reporting
+*Click on '''Update Batch''' to ensure all information has populated within the file
-CRM Reports Detail
+*Click '''OK''' - this will then bring up the requested report
+*Click on the '''Customise''' button at the bottom of the screen to make any required changes to the display format.&nbsp;
-This will bring up a Report Selector:
+*Select the '''Custom Report''' tab
-In Search type in the report name to locate quickly
+*Enter a '''Report Name''' and then select the '''Create Custom Report '''button
-Use the date range tabs to get Date driven Reporting
+*This will '''Save''' the report and bring the '''Customised''' report back up on screen
-Click on Update Batch to ensure all information has populated within the file
+*This will create a new '''Radio Button''' in the '''Report Selector''' called '''My Reports''' where all of your '''Customised Reports''' are stored.
 Click OK - this will then bring up the requested report
-−
-Click on Customise tab at the bottom of the screen
-Customise to view the Report Information that you require
-Click on Custom Report
 Enter Report Name
-Click on Create Custom Report
-−
-This will save the report and bring the customised report back up on screen
-To locate these Custom Reports
-	- Go to Report Selector
-	- On the radio buttons to the side you will now find a button for MY REPORTS
-	- Click on my reports radio button and you will locate all your custom reports

18 CRM Reports - Revision history

Simon Clive at 04:25, 21 December 2011

Simon Clive: Created page with "CRM Reports Overview Do you know how to use CRM reports? Selecting the CRM Reports icon will open the Report Selector menu displaying the list of CRM related reports. How to U..."