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.
Contents
How to View an Existing Report:
- Click Reports under Quick Links on the left side of the page.
- 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.
- 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
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.