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CRM Admin Guide

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Analytics > Manage Reports
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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'.

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