From CommenceCRM-Help
Technowrites (talk | contribs) |
Technowrites (talk | contribs) |
||
| Line 6: | Line 6: | ||
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 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. | ||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
::::::::1. Click on the “Reports” link under Quick Links then se-lect a report category (Sales, Activity, Contacts) | ::::::::1. Click on the “Reports” link under Quick Links then se-lect a report category (Sales, Activity, Contacts) | ||
| Line 23: | Line 15: | ||
| − | ::::::::[[File: | + | ::::::::[[File:ScreenHunter_89 Sep. 25 15.03.jpg]] |
::::::::4. You may begin building your own search and selection criteria, very similar to creating a Saved Search. | ::::::::4. You may begin building your own search and selection criteria, very similar to creating a Saved Search. | ||
Revision as of 05:09, 26 September 2012
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.
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.
- 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
- 4. You may begin building your own search and selection criteria, very similar to creating a Saved Search.
- 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
- 6. Use ‘Criteria’ to build the conditions as to which infor-mation will appear in the report. Add as many rows as needed
