Xcitium Platform

• Introduction To CRM
  • Login To CRM
• The CRM Admin Console
  • View And Manage 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 Comodo Security Solutions

Generate a Report

By default, all reports are stored in the 'All Reports' folder. You can also create custom report folders as required.

• Click 'All' > 'Reports'

• Click the 'Add Report' drop-down button. There are two available report options: 

• Details Report - Provides a customized view of client based activities

• Charts - Allows you to create a custom chart

Report Details

• Click 'Detail Report' to open the first step of the report creation wizard:

• Report Name - Please choose a name which accurately describes your report.

• Report Folder - Select the folder in which to save your report. Ideally, the folder name will contain the name of the primary module for identification purposes. You can create a new folder by clicking the '+ Folder' button.

• Primary Module - Should be the module from which the bulk of your report data is drawn. You can choose how much or how little is included from the module in step 2, 'Columns'.

• Select Related Modules - Adding related modules lets you include data from those modules in your report. Again, you can choose which specific data is included in step 2, 'Columns'.
  

• 'Schedule Reports' – Order your report to be automatically generated at regular intervals. You can have reports sent to specific contacts or email addresses. 

• Click 'Next' to continue to step 2.

Select Columns

• The second step lets you choose which data is shown in your report from your primary and related modules.

• You choose the data by adding up to 25 columns (data items) from your modules.

• You can also group your data by column name and choose how numerical data is calculated.

• Select columns (Max 25) - Select up to 25 data pieces to include in your report. Click in the field to begin adding columns.

• Group By - Sort data in ascending/descending order of a particular column.

• Calculations – Choose which calculations are shown for numerical data in your report. You can pick 'Sum'. 'Average', 'Lowest Value', 'Highest Value', or all types. The 'Calculations' section will only be available if the modules in your report contain numerical data.

• Click 'Next' to continue to step 3.

Filters

Records filtering conditions has been made very simple. Conditions are grouped into two blocks.

• Provide condition to filter selected records. You can skip this step if you wish to create report on all existing records in selected module.

• Click 'Generate Report' button. The detail view of the report will be displayed.

• To edit existing report, place your mouse on the report name and click the 'pencil' icon and then generate the report by clicking 'Generate Report'.

OR

• Click on 'Customize' button in the detail view of the report.

A stepped report will be displayed.

Charts

To create a custom chart,

• Click 'All' > 'Reports'

• In the 'Add Report' drop-down select the 'Charts'

The 'Creating Chart Report' page will be displayed.

• Step 1 - Give a name to the chart, and select the primary module (& related modules if required).

• Step 2 - Choose conditions to select data that needs to be plotted in a chart.

• Step 3 - Select the way the chart will be displayed.: Pie chart, Vertical bar chart, Horizontal bar charts or Line chat.

• Select Grouping field for X-Axis, and Data to be plotted on Y Axis (upto 3 data fields can be plotted on a line/bar chart).

• Click 'Generate Chart'

To view the details of the report, click the report name.

You can customize the standard report as per your requirements by clicking the 'Customize' button in the report page. Once customized, you cannot revert to the default report.

Export a report

This feature allows you to export your reports to .csv or .xlsx files. You will need to click on a corresponding button in the detail view of the record to export it. You can also print your reports by clicking on a print button in the detail view of the report.

Reports allows Export CSV, Export Excel option if the User have permission to export the records for Reports and the Primary module selected in the report.