Quick Reporting feature using Advanced Search

ConvergeHub offers Advanced Search option, to help you locate specific information based on one or multiple criteria. Without having to go through the entire list of records stored in the CRM, you can use the Advanced Search to filter the data in a flash. This serves the purpose of a quick reporting feature too.

When the time is short and deadline quick, you can ditch generating a full-fledged and detailed report, and rather use the Advanced Search functionality to filter the data and get a view of the facts in the listing page itself.

The various combinations of advanced search criteria can be saved and edited with specific terms of your desire. The keywords or phrase you have saved are available under the Saved Searches drop down. As and when required, you can use these terms to access the past searches made.

To Use the Advanced Search:

• Click Advanced Search on the Leads listing page.
• Set your desired criteria to filter the records. For example, in the screenshot, we’ve selected Lead Source as “Email Campaign” and Industry as “Manufacturing.” Only leads that match both criteria will appear.
• Click Search to view the filtered results.
• To save these filter settings for future use, enter a name in the Save this Search field, like “E-Campaign Manufacturing,” and click on the Save button.
  
• The criteria will be stored under the Saved Searches dropdown, allowing you to quickly apply the filter again with a single click at any time.