Reporting (CRM)

There are multiple reports available to run via the CRM > CRM Reporting pre-filter, including a few user-defined reports, which can be easily renamed and have their own pick lists defined.The user-defined reports allow the grids on the reports to be modified and configured to best suit the needs of the CRM users. These reports may be as simple as Company, Phone Number, First and Last Name or they may be as detailed and as complex as necessary.

Users can run several different Contact Reports, depending on what information is needed. These reports are useful if users are looking for a list of all Active Customers and/or Contacts and the related details. If desired, users can then analyze this information (at a single point in time or over a time span) to report on business items such as number or location of Customers/Vendors, typical Notes associated with a Contact, or recent News updates. Note that the order in which the results appear is dictated by the selection in the "Date based on field" in the CRM Reporting pre-filter, except for the News Feeds report.

Note: Beginning in version 16.02, users with permission can create unlimited user versions of any CRM report and also determine which reports each user can see in the "Report Type" field on the CRM Reporting pre-filter. See the Configuring Grid Layouts and Automated Reports and Grid Layout Security pages for information.

Security and Configuration

Prior to attempting to run a CRM Report, the following should be configured:

Bill-to/Ship-to Companies - Refer to Managing Customers for setup information.
Vendors - Refer to Managing Vendors for setup information.
Contact Persons - Managed in CRM > CRM Reporting.
Addresses - Should be entered against Contacts in CRM > CRM Reporting.
If attempting to run a Campaign Detail report, one or more campaigns will have to be configured and used.

Users may also wish to set up additional items due to the large number of filters available for use, including:

Sales Reps and Sales Groups - Refer to Managing Customers Using Sales Assignments for more information.
CRM Groups.
Markets and Sub-Markets.
Contact Search 1-5.
Work Flows - Refer to Configuring Work Flows for more information.

Procedure

Generating a CRM Reporting report

Running Contact reports is an easily completed process and can be done as often as desired to report on business trends, segments, Campaigns - anything pertaining to a company's Contacts that the company is interested in seeing data on. To run a report:

Navigate to CRM > CRM Reporting.
Select a Report Type from the pick list and enter any additional filter data (i.e. Start Date, End Date, Sales Rep, Markets, etc.). The CRM Reporting Encyclopedia page details the different filters available.
Click the "View" button to generate results.

If specific information is not included, but desired on the report, refer to the Configuring Grid Layouts and Automated Reports page for steps on how to add fields for reporting.

Using the Buttons Available to the Contact record

Once records are linked to a Customer or Vendor, the following buttons can be used to generate various reports directly from the CRM record.

Order Detail - Displays the Sales > Order Reporting or Purchasing > Order Reporting "Order Detail" report for all orders entered for the selected record, depending on if the Contact is linked to a Bill-to or Vendor, respectively.
Order Summary - Displays the Sales > Order Reporting or Purchasing > Order Reporting Order Summary report for all orders entered for the selected record, depending on if the Contact is linked to a Bill-to or Vendor, respectively.
Open Quotes - Displays a Sales > Order Reporting report for Quotes or a Purchasing > Order Reporting report for Requisitions for all orders entered for the selected record, depending on if the Contact is linked to a Bill-to or Vendor, respectively.
Open Pricing Orders - Displays a Sales > Order Reporting or Purchasing > Order Reporting Pricing Order report for all orders entered for the selected record, depending on if the Contact is linked to a Bill-to or Vendor, respectively.
Period Report - Displays the Sales > Order Reporting or Purchasing > Order Reporting Period report for all orders entered for the selected record, depending on if the Contact is linked to a Bill-to or Vendor, respectively.