ITarian

• Introduction To CRM
  • Open The CRM
• The CRM Admin Console
  • The Home Console
  • Configure Your Preferences
  • Use Search Option And Filter Option In CRM
• Marketing And Sales
  • Manage Marketing Campaigns
    • Add Campaign Records
    • Track Campaigns
    • Associate Records From Other Modules To A Campaign
    • Mass Management Of Campaigns
  • Leads
    • Create New Leads
    • Manage Leads
    • Associate Other Records With A Lead
    • Mass Management Of Leads
  • Organizations
    • Add A New Organization
    • Manage Organizations
    • Associate Records From Other Modules To An Organization
    • Mass Management Of Organizations
  • Contacts
    • Add A New Contact
    • Manage Contacts
    • Associate Records From Other Modules To A Contact
    • Mass Management Of Contacts
  • Opportunities
    • Add An Opportunity
    • Manage Opportunities
    • Associate Other Records With An Opportunity
    • Mass Management Of Opportunities
  • Quotes
    • Create Quotes
    • Manage Quotes
    • Associate Records From Other Modules To A Quote
    • Mass Management Of Quotes
  • Invoices
    • Create An Invoice
    • Manage Invoices
    • Associate Asset Records To An Invoice
    • Mass Management Of Invoices
  • Sales Orders
    • Add A Sales Order
    • Manage Sales Orders
    • Associate Records From Other Modules To A Sales Order
    • Mass Management Of Sales Orders
  • Import And Export Records
  • Emails
• Inventory
  • Assets
    • Create An Asset Record
    • Manage Assets
    • Mass Management Of Assets
  • Products
    • Add A Product
    • Manage Products
    • Associate Records From Other Modules To A Products
    • Mass Management Of Products
  • Services
    • Add Services
    • Manage Services
    • Associate Records From Other Modules To Service
    • Mass Management Of Services
  • Price Books
    • Add Price Books
    • Manage Price Books
    • Mass Management Of Price Books
  • Vendors
    • Add A Vendor
    • Manage Vendors
    • Associate Records From Other Modules To Vendors
    • Mass Management Of Vendors
  • Purchase Orders
    • Add A Purchase Order
    • Manage Purchase Orders
• Tools
  • Email Templates
  • Add Website Bookmarks
  • View And Manage Calendars
    • Manage Shared Calendar
    • Update And Manage Calendar Entries
    • Manage Calendar Settings
  • Recycle Bin
• Analytics
  • Generate A Report
  • Manage Reports
• Configure CRM Settings
  • Configure The Picklist Editor
  • Manage Company Details
  • Configure Miscellaneous Settings
    • Outgoing Email Server Settings
    • Edit Terms And Conditions
    • Manage Currencies
    • Manage Tax Calculations
• Custom Views
• About ITarian

Manage Reports

Customer Relationship Management (CRM) allows you to perform additional operations on the selected reports such as delete, move report to a folder and so on.

Delete a report

• Select the report you want to remove

OR

• Place your mouse cursor on the report and click the 'Delete' icon beside it

• Select 'Delete' > 'Actions'

Add a new Folder

By default, reports are stored in different categories. You can create folders to store the frequently used reports in a common folder for easy access.

• Click 'All' > 'Analytics' > 'Reports'

• Click 'Add Folder'

• Enter the folder name and the folder description.

• Click 'Save'

Move a report

It is a good practice to keep your reports in folders that reflects their function and audience.

To do that,

• Select a report you want to move

• Select the folder and click 'Save' in the 'Move Reports' dialog

Edit a report

• Select a report to edit and change data the save your changes

OR

• Select the report and place your mouse cursor on the report name

• Click the 'Edit' icon

You will be prompted to go through steps to edit the report.

• To clone the current report record, select the report and click 'Duplicate' button

• Change a name of the report, go through the required steps and click 'Generate Report'.