đQuickstart: Reports
The Reporting tool allows you to build dynamic reports related to CRM usage and Form Cases. You can choose which Fields to include and filter the results. Once a Report is Saved you can go back to this at any time and see the results with live data.
If you've not created any reports this area will be blank:
Step 1: Create a Report
When creating a new Report simply give it a name, decide if you're querying the CRM Users Database or the Cases Database and then pick the Fields you want to include:
Step 2: Run the Report
You can then run the Report and see the results.
Step 3: Export or Apply Actions
You can also Export the Results and perform Actions on the results:
Step 4: Revisit Saved Reports
Once a Report is saved it will appear in the List:
Last updated