Reports

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.

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.

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

• Report Writer

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

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