Reports

The CRM module is incomplete without a reporting system to monitor the activities. Reports are essential for figuring out the actuals of the data. Different kinds of report helps to understand the relation among the data more clearly. A complete precise reports on various activities and facts recorded on the database are generated by the Engagedots that reflects the quality of the software. The module allows for report generation with suitable reporting formats depending on the specific needs.

The reports are based on the precise details of the source which is filtered for the needed data on the reporting format. All the reports are produced with utmost quality with clear, accurate, and explicit data. Different kinds of reports like sales report, work status report, employee details report, team performance report, sales projection, work progression, etc are produced by the report module. All the reports can be viewed or can be taken as a hard copy.

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Scheduled Reports

The reports are generated automatically on the scheduled time by the report module. The scheduled reports are useful for producing reports like task progress monitoring, task completion, etc which is very essential for the completion of a project. The sales report reflecting the status of the lead can be scheduled periodically. Just setting the time and date produces the required data as a report.

Editable Report Fieldsets

The editable report fieldsets allows to extract only the required fields from the file on the report as needed. This is a convenient way of reporting where the negligible data can be ignored to present a cloudless report. The appearance of the reports is enhanced with the relevant information. The editable report fieldsets avoids redundancy of data.This option is very useful for project management to get specified reports.

Chart Wise Reports

The pictorial representation of factual data is more presentable and understandable. The report module helps to generate different kinds of chart wise reports like pie chart, bar diagram, line chart ect suiting to the needs. This facility is very useful for the sales projection, project monitoring, business development projection chart Etc.

Export Reports

The major informative part of the database, fields or records can be exported to the other applications such as Excel or Powerpoint as needs raised. This flexibility of the report module is very useful for developing other documents related to the business. The export document report produces the report with the exported fields from database.

Regular Reports

The reports can be generated on scheduled time using the report module. The scheduled reports are useful for producing reports like task progress monitoring, task completion, etc which is very essential for the completion of a project. The sales report reflecting the status of the lead that can be scheduled periodically.

Add/View Reports

The frequently used reports can be added with a name such that it can be referred at any time. While one can also view the reports by selecting the module and fields apart from the saved reports. Thus report module gives the flexibility to understand the activities happening within the enterprise

Editable Report Fieldsets

The editable report fieldsets allows to extract only the required fields from the modules onto the report as needed. This is a convenient way of reporting where the negligible data can be ignored to present a cloudless report. The appearance of the reports are enhanced with the relevant information. The editable report fieldsets avoids redundancy of data.

Summary of Reports Module

  • Different kinds of reports can be generated to relate the data
  • All the reports can be listed and filtered
  • Reports can be searched sorting on each field in ascending or descending order
  • The chart-wise reports can be generated and viewed
  • New reports can be added by including the fields from modules
  • My reports or the logged in user's report can be listed separately
  • The reports can be prepared such that only desired fields are included, ie, editable report fieldsets