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Running a report
There are three types of standard reports:
- List. Creates rows and columns of information based on the criteria selected.
- Cross Tabular. Creates a record count across an X and Y axis based on the criteria selected.
- Historical. Creates a report giving a static view of a record at previous points in time.
- Summary reports show a quick overview of account information. They're available from the Summary tabs of:
- Companies
- People
- Opportunities
- Cases
If you've appropriate permissions you can also generate report output from any search list, saved search, or group.
See Also:
Company list by segment (List)
Activities logged report by user (Cross Tab)
Opportunity closing history (Historical)
Person summary report
Exporting a Company list from a search list
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