Category: Reporting

Creating List Reports in Sage CRM

Sage CRM has an easy to use reporting tool that lets you edit and create reports. In this tutorial, we build a report that lists our contacts along with some selected details and groups them by Territory.

Using Advanced Find for Complex Searches & Lists in Sage CRM

Sage CRM provides you multiple search tools that can be used to locate records and build reports and lists. These include the standard finder, Key Word Search, and Advanced Find. We covered the standard and key word search tools in a previous tutorial, and in this demonstration, we focus on Advanced Find.

Spice Up Your Reports with Charts in Sage CRM

Tabular reports can be uninspiring to look at and may not effectively convey the data they hold. To overcome this, try adding a chart to your reports in Sage CRM. You may find that a simple chart can transform the mundane into the magnificent. In this tutorial, we show you how to add charts and graphs to your reports in Sage CRM.

Using Key Attributes to Record Dynamic Data in Sage CRM

Key Attributes are a special kind of data field in Sage CRM that gives you a method for setting up dynamic sets of data associated with People, Companies, Opportunities, Cases and Leads. In this tutorial, we show an example of how Key Attributes can be used to register customers for a seminar.

Locate Information in Sage CRM with Powerful Search Tools

Sage CRM can hold a vast amount of customer and sales information and it is critical that the data be easily accessible. In this tutorial, we take a look at how the powerful search tools in Sage CRM make it easy for you to rapidly locate the information you need.

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