CRM Reports Tutotial - Support Center - Salesboom.com

CRM Software Support Center

INTRODUCTION TO REPORTS

Rollout Guide
Preparing Your Company
Configuring Your Organization
Rollout

Data Migration Guides
Exporting Your Data
Importing Your Data
Getting Started
Using the Import Wizard
Using CSV Files
Importing Your Data
Mapping your CSV File

Introductory Tutorial
Accounts
Cases
Campaigns
Managing Cases
Events
Solving Cases
Contacts
Forecasts
Leads
Leads management
Opportunities
Reports
Solutions
Tasks

Administrative Tutorial
Administrator Introduction
User & Role Administration
Creating Roles
Role Data Fields
Managing Users
Creating Users
User Data Fields
Managing User Accounts
Editing User Accounts
Changing User Passwords
User Login History
Administration Console
Security and Access Settings
Disk Storage
Customize Selection Lists

Standard and Custom Reports

Easily use and create reports to help you manage your Accounts, Contacts, Campaigns, Cases, Documents, Forecasts, Leads and Solutions.

Use the standard reports in the Generate Reports section of the home tab page for most data types. For a list of all available pre-defined reports, see the Reports tab page.
You can also create custom reports for most data types to help you view the information that is most important to your business.

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