Difference between revisions of "18 CRM Reports"
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Simon Clive (Talk | contribs) (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...") |
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| − | CRM Reports | + | '''CRM Reports ''' |
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| − | + | Do you know how to use '''CRM''' reports? | |
| − | + | Selecting the '''CRM Reports''' button will open the '''Report Selector''' menu displaying the list of '''CRM''' related reports. | |
| − | Select | + | *Select the '''Report''' you would like to view from the List. |
| − | + | *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 the '''Customise''' button at the bottom of the screen to make any required changes to the display format. | |
| − | + | *Select the '''Custom Report''' tab | |
| − | + | *Enter a '''Report Name''' and then select the '''Create Custom Report '''button | |
| − | Use the | + | *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 | + | |
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| − | Click on Customise | + | |
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| − | Enter Report Name | + | |
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| − | This will | + | |
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Latest revision as of 15:25, 21 December 2011
CRM Reports
Do you know how to use CRM reports?
Selecting the CRM Reports button will open the Report Selector menu displaying the list of CRM related reports.
- Select the Report you would like to view from the List.
- 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 the Customise button at the bottom of the screen to make any required changes to the display format.
- Select the Custom Report tab
- Enter a Report Name and then select the Create Custom Report button
- This will Save the report and bring the Customised report back up on screen
- This will create a new Radio Button in the Report Selector called My Reports where all of your Customised Reports are stored.
