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Reports
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Although reports are similar to filters, filters display information according to selected criteria, while
reports allow field information groupings, as well as numeric field summaries.
Results can also be saved or printed.
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Click Contact Manager on the toolbar. To create a new report, click Reports on the button bar
within the chosen application, may it be Opportunities, Accounts or Contacts.
- The report can be exported into many popular formats such as MS Word and Adobe PDF.
Controls on the screen allow users to scroll forward and backward on the page
through the report results, search for an item in the report, and zoom in and
out on the report.
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Pre-Defined Reports: choose the desired report type.
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User-Defined Reports: the screen is very similar to the filter
screen mentioned here under the Filters section.
After the filter criteria is selected, click Next.
- Select the grouping fields. For example, if you wish for the report to be
grouped by City, select City. You can also select whether these groupings are
displayed in ascending or descending order.
- Select the fields to sort by within the groupings, as well as whether to
display them in ascendig or descending order.
- Add an optional report description. This description will show up on the list
screen.
- Select the column margin width, and enter a report header and footer text, if
desired. Click Save.
- To view the report, click the report name on the report list screen.
Track Time Reports: View relevant reports based on tracked time, which is valid
for both the Accounts and Contacts applications.
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