Difference between revisions of "Reports"

Revision as of 21:13, 2 December 2012

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 listed in alphabetical order.

How to View an Existing Report:

Click Reports under Quick Links on the left side of the page. The complete report listing displays.
To narrow the report
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 networ.
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 building and changing the report.

How to Create a Report/Report Writer

Report Writer

With CRM On Demand, you can determine personalized system reports on any information in the database. A library of pre-built reports is available, or you may create new ones. Users must have appropriate permissions to use the Reports module. Reports are broken into categories for ease-of-use. All reports shows every report listed in alphabetical order.

@@ Line 1: / Line 1: @@
+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 listed in alphabetical order.
-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]]
-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.
-.	Click on the “Reports” link under Quick Links then se-lect a report category (Sales, Activity, Contacts)
-.	To Edit an existing report, click the pencil on the right column. Some reports are locked and may not be edit-ed.
-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 listed in alphabetical order.
 == How to View an Existing Report: ==
-# Click '''Reports''' under '''Quick Links''' on the left side of the page.
+# Click '''Reports''' under '''Quick Links''' on the left side of the page. ''The complete report listing displays.''
-# Click the Report Name. Your report will open.
+# To narrow the report
+# Click the '''Report Name'''. ''The selected report displays.''
 == How to Export a Report: ==