Report Listing

You can get a complete view of the existing reports through the report listing page. Name of the report, report format type, description and date entered are all mentioned here. The left panel of the Reports Listing page includes the following options:

• You can add new reports to the CRM database by clicking on link.
• You can view sample reports created by the super admin for reference purpose.



• You can perform a quick search by inputting keywords on the Search field.
• You can also search your Reports by using various search criteria through the Advanced Search link.



• The various combinations of advanced search functions can be saved and edited with keywords of your desire and can be used to search repetitively. The keywords or phrase you have saved are available on the Saved Searches drop down.
• By selecting check boxes beside the Reports, you can select all the Reports and from the action drop-down, you can Mass Update them.
• The Reports can be added to your favorites by clicking on .
• You can delete multiple reports by selecting them through the checkbox and clicking on .
• The Reports listing page is paginated and you can set the number of Reports you want to display per page.
• By selecting check boxes beside the Reports, you can perform action on them from the select drop-down.
• You can edit or delete a report by hovering the cursor on the respective report.
• The display of various Report fields can be customized by making mouse hover on and then selecting the required fields you want to display.



• You can add new reports to the CRM database by clicking on tab.
• The listing of Reports can be viewed in in both column and row formats.