User Reports

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User Reports

PDI CRM can run user-defined reports created with the internal report designer that connect to Pastel data, CRM data, or any external data. This screen allows those User Reports to be added to and run from within PDI CRM.


When adding a report, select the report you have created. Select the report destination. If it is a User Report (available for only that user), select this option and pick the relevant user.  If you would like to add the report to the Reports > User Reports menu option, tick the Show in report menu tick box. This will give you quick access to the report as and when required.