Create thorough and up-to-date reports for each need. With the flexible Report Generator, you can get specific and easy-to-read data about the current state of your company’s business.
The reports can be created for either public or just personal use, or they can be shared and used only among certain users or sales groups.
Combine and process the data
Practically all the data in the CRM is your playground - you can gather and combine information from anywhere on the system and narrow it down to show just the wanted outcome. The information on the report can simply be listed, or you can also summarize and group the data with different actions.
Always up to date with no hassle
No need for creating the same reports over and over again for different time periods. Once the conditions and actions on the report have been determined, the same report can be used again with updated data. You can set the condition for reported time period adjustable, so it can be flexibly changed without modifying the report itself.
Save report templates which other users can copy and customize for their own needs when necessary.
Use on the More Information Tab
Create and attach reports to e.g. accounts, so that you can see the reports concerning that specific account on an account's More Information tab.
Take Advantage of the Modules
Take advantage of relations inside the CRM: review and report e.g. project costs per product.
Reports are created and shared in folders. The folders can be private, shared with certain users or public for everyone.
Already created reports can be adjusted for different needs: e.g. changing the time frame can be done quickly.
Export as Excel or CSV Files
You can export and save reports on your own computer in Excel and CSV formats.
Other Features That Might Interest You
With understandable graphical visualizations, the user will be able to examine the current situation on the followed topic on their own home page.
Personal Home Page
Customize the view on every user's home page; get highlights and set up goals.
Choose freely from tens of different predefined dashboards the ones that give you the most business value. Our Business Intelligence is powered by QlikSense technology.