Configuring and Saving Reports

The CRM can create any type of report of your CRM data. Reports are created in the main tab, Analytics. Select the Report sub-menu item. The rich functionality here can be set to buld Summary reports or tabular reports. Granular filters can be set slice your data in unlimited views. Reports can be exported in PDF or excel.

Advanced Report Creation 

Go to Analytics>Reports. There are 2 choices here. Either edit a base report already provided in your CRM or create a new report. The steps are the same. Select Create Report. Select the type of report to create. Options are:

• Leads
• Contacts
• Accounts
• Potentials
• Products
• Calendar
• Quotes
• Invoices

A wizard is now visible. This wizard offers choices to build out the custom report.  Name the report and associate the new report to  folder. New folders can be made and saved. A related module can be picked to add more detail to your report. Continue to map your desired fields by selecting columns. Calculations can be applied to your report. The filter selection is powerful. Use Filter to specify a data record to be reportded. In Potential reports, a specific sales stage, vendor or product can be selected by using the filter. The filter offers =, >, < or not equals. For a Principal or Vendor report set Vendor = "Vendor Name."

Summary 

The advanced reporting can be used to create detailed, specific reports which may be required by executives or partners. For a manufacturers' rep, unique Principal reports can be built to automate the Principal reporting need. Reports can be created, assigned to a Folder named Principal and are automatically updated as record creation and record edits are done.