Reporting Options

Reporting Options:

The CRM has a build-in Report function with different options to choose from:

  • You can download a sheet of all Report descriptions and Sophisticated column name explanations. Click on this link: Reporting Descriptions

Step1. How to Generate a Report

  • Navigate to Reports

  • Select the Report Category and Type (Read Options Above)

- Select the Start and End Date Range for your Report.

- Select the Report Category and Report Type of the Report

  • Click on Generate, and an email will be sent out to you with a download link inside.
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