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ChannelCRM contains a number of standard reports in which the design is tailored with printing to paper in mind. The reports are not quite as dynamic (they are, for example, not navigable by double clicking and can not be re-sorted, etc..) But they are easier to get on paper in a reasonable appearance.
To generate and view reports, select the ChannelCRM main menu File | Report | Report. This opens the report explorer:
Reports Explorer is composed of:
| • | A menu where you choose which reports to display |
| • | An area where reports appear |
| • | A dialogue at the far right, where you can enter parameters for the reports to be formed.
Click on the parameter tab and select / enter the values to fit the need: |
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The parameters are divided into two groups:
Period chosen either as start date and end date (both days inclusive), or chosen by clicking on one of the predefined periods.
Users selected by either:
| • | Choosing just one user in the selection box, or |
| • | Click Group, whereby users who are elected in ChannelCRMs main image used or |
Note: Only if you have rights equal to the system administrator or sales manager, you can choose from users other than yourself.
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Once the parameters are selected, you can choose one of the many reports. Below is the report showing Activities:
From this window, the report can be printed directly or it can be modified slightly in terms of scaling and color in print.
As depicted by the red arrow in the picture, it is possible to show several reports at the samme time. The reports will then be displayed in individual tabs.
The reports can also be saved (disk icon) and then retrieved again (menu File | Load print file).
Finally reports can be exported to a number of formats, and possibly sent by e-mail simultaneously.
Technique
The reports can not be modified (although they automatically follows language). We have chosen to let the reports be fixed until we during some time - together with customers - have come up with optimal basic designs.
Page url:
http://www.channelcrmhelp.com/index.html?net_paper_based_reports.htm
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