Reports

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.

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:

1. Click Reports under Quick Links on the left side of the page.
2. Click the Report Name. Your report will open.

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 networ.
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 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.