Reports

From Commence CRM-Help

Revision as of 08:44, 17 September 2012 by Technowrites (talk | contribs)

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.

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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.

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Step-by-Step
1. Click on the “Reports” link under Quick Links then se-lect a report category (Sales, Activity, Contacts)
2. To Edit an existing report, click the pencil on the right column. Some reports are locked and may not be edit-ed.
3. To Create a New Report, click the ‘New Report’ button


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4. You may begin building your own search and selection criteria, very similar to creating a Saved Search.

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5. Select a Module which is the table of primary infor-mation in your report (Sales = forecast data. Activity = activity, etc.) then select as many related modules as appropriate by holding CTRL + click each module. These are the fields of data that will be available. Follow along each tab and build your report

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6. Use ‘Criteria’ to build the conditions as to which infor-mation will appear in the report. Add as many rows as needed

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