”Reports”

We found 31 results!
User Guide

Home Page Reports

Home Page Reports You can add small numerical and graphical reports (“widgets”) and tracking reports of followed web domains and sites to your CRM-service home page. New widgets are added…

User Guide

Report Generator

Viewing and Sharing Reports The report generator can be used to create reports that combine information from different modules. The reports help you get a hold of the CRM data…

Admin Guide

Volume-Based Provision

…a closed case, like Approved or Delivered, so that it shows in the reports. Custom Reports for Volume-Based Provision You can report volume-based provisions with certain custom reports made for…

User Guide

Activity Points

…the home page. Reporting Activity Points Reporting activity points is the easiest on users’ own home pages (for more information about home page reporting, see Home Page Reports). In addition,…

Admin Guide

Home Page Dashboard Settings

Settings for Dashboard Views You can adjust the settings and functioning of the graphs and reports shown on the users’ home pages in Settings → Dashboard. Graph Settings Chart colors…

Admin Guide

– CONTENTS –

…Determining the users’ access to custom reports and business intelligence reports regarding different sales channels and groups. IP Permissions Setting up permissions for allowed or denied IP addresses. Custom Report…

User Guide

– CONTENTS –

…Chart Creating pie charts. — Table Creating tables. — Targets / Forecasts Creating target/forecast charts. — Stacked Chart Creating stacked charts. Home Page Reports Creating personal home page reports and…

User Guide

Home Page Charts

Home Page Charts Introduction With the CRM home page’s Chart elements, you can create graphical (or in table format) reports on the user’s home page. The charts have extensive setting…

Admin Guide

Sales Organization Hierarchy

…Users do not have to belong to any sales organization structure. In that case they will not have permissions for example to any Custom reports or Business Intelligence reports. You…

Admin Guide

Sales Organization Access

Managing Sales Organization Access Sales organization permissions are applied to Custom reports and Business Intelligence reports. Sales organization permissions can be created in Settings → Sales Organization Access. The users…

Admin Guide

Related Lists

…the almost all the same possibilities as the reports created with the report generator. Creating a Related List Related lists are created in S ettings → I nformation Tab Settings….

Admin Guide

System Access

…calculation (see the guide Provision Calculation) Custom reports (see the guide Permissions – Custom Reports) Business Intelligence functions (see the guide Permissions – Business Intelligence) The Email Contact Portal (ECP)….

Admin Guide

Outlook Add-In Setup

…be added to your Outlook address book. Automatically send error reports to program developers. Synchronize private items: the private items can be either synchronized completely, synchronized without content specification or…

User Guide

Home Page Notifications

Home Page Notifications Introduction In addition to all kinds of home page widgets, reports and calendars, you can also have notifications on your own home page. Notifications are personal and…

User Guide

Tasks

…calendar widget to your home page. For more information, see the guide Home Page Reports) Regardless of the way the task is created, you will always provide the same information….

User Guide

Events

…button (available only, if you have added some calendar widget to your home page. For more information, see the guide Home Page Reports) In the Calendar module, you can create…

User Guide

Potential Management

…using User-specific front page views The Report Generator Sales Dashboard reports Account card graphical views (for more information, see Account-Specific Budgets and Forecasts) The Business Intelligence module, if it is…

User Guide

Contact Center

…assigned to them for the ongoing day. Reporting The management (admin users on the Contact Center) can follow the campaign statistics in the Admin module’s Reports tab. Here the admin…

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