Customer Relationship Management made simple ConvallisCRM

Create Reports

Video Tutorial (This video is of the Online Version of The Reports, The ideas are the same, the interface is a little different.)

With ConvallisCRM, you have access to a very simple but very powerful Reporting Tool. This tool can be used for everything that is included in your CRM. If you need reports for geographic areas, categories, mailing lists, sales or much more this can be achieved. This tutorial is split into different sections focusing on different aspects of the reporting tool.

Creating a Report

This section will explain how the report tool works and what it can do.

  1. Select the Export tab at the top of the CRM.
  2. Click Create, this will allow you to start to create your new report.
  3. Give the report a name, we suggest that the name is appropriate to the report you are creating, for example Barnstaple Mailing for a mailing list of contacts or September Sales for a sales report. This will make it easier for you to identify the report if you need to come back to it at another time.

By selecting a Group, you can create a report that is for your sales or for your contacts.

The Select Columns box allows you to select which columns you want to see in your report. Click in the empty row to add additional data to your report. Right click in a row to delete or move the order of data, you can also use the buttons in a row or at the side to perform these actions.

ConvallisCRM report building form

  • Column - The data you want to see.
  • Sort - Select the way the data is displayed.
  • Sort Rank - If multiple sorts have been selected, you can select the order in which the sorting should be.

The Constraints box allows you to narrow down your report by entering specific information. This box works similiar to the Select Columns. Right click a row to delete or move it, you can also use the buttons in a row or on the side to perform these actions.

  1. Click in the empty row to add a constraint to your report*.
  2. Select what data you want constrain on in the Columns section.
  3. You can choose how you want to constrain by selecting an option from the Constraints.
  4. Input a value into the Value section.

*When adding more than one constraint, make sure you select an option from the Join section.

  • Once you have added all the details you require, click Save.

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