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CRM includes its built-in report designer; this allows existing reports to be altered to fit your required layout. External data sources can be added to extend the available data on the reports.


Each report screen allows the users to add additional reports to run other than the default report (if no report is selected, the default report will be run). Reports must be based on the original as the report screen will expect specific parameters and data sources to be available. However, the report designer does allow the user to add additional data sources to extend linked data.


Select the report from the available list and press the [Start report] button to use a different report from the default.




Add User report - this screen will be displayed when the Add Report button is pressed; the report can be linked to your own CRM User ID or available to all users. As PDi CRM includes alternative languages, the report can also be linked to a unique language code.