Reporting
Sort, filter & analyse your data with CRM report building tools as these articles walk you through the steps to create the ultimate metrics manager.
By Jessica and 5 others6 authors23 articles
- Adding Delivery Date to Sales TransactionsAdd the Delivery Date field to Sales Transactions Report for a particular Company/Account.
- Adding a Report to a CRM Record LayoutLearn how to add a Report to a CRM record layout using the customiser tool.
- Display Delivery Name & Delivery Address to Sales Reports (Unleashed)This article outlines how to display the delivery name and address to Sales reports.
- How to Include Margin Value & Margin % in Sales Transaction ReportsInclude your Margin Value and Margin % to a Sales Transaction Report to enhance your sales reporting.
- How to View Product Price Lists/TiersView the different Price Lists/Tiers for your products without needing access your integrated Inventory Management/Accounting/ERP System.
- Standard People & Places Reports AvailableThis article outlines the standard People & Places Reports available within the CRM.
- Collection FilteringFilter data across many levels of the CRM hierarchy using collection filtering
- Customers who Bought X but not Y ReportIdentify exactly which customers bought one of your products and not another using our standard Sales Report in the CRM!
- User ActivityHow to view your own recent CRM Activity, or recent activity by team member as a Manager.
- Deleting CRM ReportsHow to delete reports within the CRM, including My Reports & Shared Reports.
- Performing Bulk UpdatesSave time by performing bulk updates from a CRM Report - useful when bulk-assigning Account Managers, Industries, Priorities etc.
- Sorting your DataLearn how to organise and sort your Reports more efficiently.
- Exporting Information from the CRMThis article outlines how to export information from the CRM to Excel.
- Saving a Report to ExcelThis article will detail the process of Exporting a Report from the CRM to Excel.
- Creating a Data SetThis article outlines how to create a data set within the CRM & the benefits of using data sets when analysing your CRM data.
- Standard Product Reports AvailableThis article outlines the standard Product Reports available within the CRM.
- Standard Marketing Reports AvailableThis article outlines the standard Marketing Reports available within the CRM.
- Customisable DashboardsLearn how to customise your CRM Overview & Personal Dashboards by adding, removing, and rearranging widgets to display specific data.
- Manage, customise, and report on Quotes in Access CRMThis guide provides practical solutions to common challenges such as reporting on custom fields and sorting quotes in reports.
- Track sales rep activitiesSteps to create reports that track sales rep performance and ensure accurate data.
- Contact emails in company reportsHow to build a contact-based report that shows both company details and contact email addresses.
- Resolve sales reporting discrepanciesUnderstand where your sales report data comes from and how to fix mismatched figures or analysis codes.
- Column Shortcuts in Report BuilderOutline the columns shortcuts available in the report builder and what each option achieves.