Page 369 - Training 2019

To run a report, click on the relevant report (Summary in this case), the following screen will appear:

TIP – Always ensure that you select the correct company from the dropdown box highlighted. If you do not,
you will receive an error message and no information will be displayed.

TIP – You can select a wide variety of date options to display data for. Click on each dropdown box and select
the relevant date.

TIP – You can also filter by the relevant sales code by entering the code in the blocks provided.

Click on “OK” and the report will run:

This report can be exported to a PDF or Excel format should it be required. To export to PDF, click on the toolbar at the
top of the page, which has the “Acrobat” sign:

To export to Excel, click on the “Save” icon, which will then give you the following list of options for exporting (select the
last option:

CRM TRAINING MANUAL 34

Updated - 08 October 2018