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2. To Edit an existing report, click the pencil on the right column. Some reports are locked and may not be edit-ed. | 2. To Edit an existing report, click the pencil on the right column. Some reports are locked and may not be edit-ed. | ||
| − | + | == Report Writer == | |
| − | + | * [http://staging1.commenceonline.com/mediawiki/index.php/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. | |
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Revision as of 12:49, 2 December 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.
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.