Maintain Reports
Video Tutorial (This video is of the Online Version of The Reports, The ideas are the same, the interface is a bit different.)
With ConvallisCRM, you have access to a very simple but very powerful Reporting Tool. This tool can be used for everything that is included in your CRM. If you need reports for geographic areas, categories, mailing lists or much more this can be acheived. This tutorial is split into different sections focusing on different aspects of the reporting tool.
Creating a Report
This section will explain how the report tool works and what it can do.
- Select the Export tab.
- Click Create.
- Give the report a name.
The DataColumns box allows you to select which columns you want to see in your report. Click in the empty row to add additional data to your report. Right click in a row to delete or move the order of data.
- Column - The data you want to see.
- Sort - Select the way the data is displayed.
- Sort Rank - If multiple sorts have been selected, you can select the order in which the sorting should be.
The FilterConstraints box allows you to narrow down your report by entering specific information. This box works similiar to the Data Columns. Right click a row to delete or move it.
- Click in the empty row to add a constraint to your report*.
- Select what data you want constrain on in the Columns section.
- You can choose how you want to constrain by selecting an option from the Constraints.
- Input a value into the Value section.
*When adding more than one constraint, make sure you select an option from the Join section.
- Once you have added all the details you require, click Save.
Viewing Reports
When you have created a report, you will be redirected back to the Reports List where you will see the results of the latest report you created. You can edit your report by clicking the Edit button, click the X to delete the selected report. The blue arrows will refresh the results of the report. You can export your report results into Excel and other programs for any use you require, such as Mail Merge, by clicking the arrow next to Print Preview.
Your reports can be exported to Excel for mail merging, a PDF document, XPS or they can be printed. To do this click 'Export' and select where you would like the report to be sent.