Creating Reports

Creating Reports


Think carefully about the type of CRM report you want to create before you start.  For example, if you want to run a report to show you how your sales people are doing, you would probably doing this by detailing Customer Orders by Sales Rep (there is a template for this already set up for you).

To create a new Report, either:

This generates the new Report screen from which you can choose to create a new Report in one of four ways:

  • From a template report – this will provide an initial set of columns and criteria from which you can tailor the report as you wish;
  • From another report - this allows you to copy an existing report which you can then modify to suit your requirements;
  • A new pre-populated report – this provides a detail list report with a set of commonly used columns, ready to be adjusted to your needs. This can save time as frequently used fields are already added to the report. Add or remove columns as required;
  • A new blank report - an initially blank report provides the most flexibility.

Having chosen your preferred option, you're then provided with either a list of templates/existing reports or a list of the different record types for which you can create a report. You will see the main tab for your new report, open in editable mode.