- Companies
- Contacts
- Opportunities
- Calendar & Activities
-
Sales
- Sales
- Sales Orders
- Getting Started with Web Quotes
- Multi-currency for Sales
- Taking a Deposit
- Subscriptions
- Backorder Invoices
- Outbound Shipments
- Creating Invoices
- Create Freight Quotes
- Returns
- Credit Notes
- Bulk send Invoices
- Sending Statements
- Progressive revenue
- Creating Repeating Invoices
- Repeating Invoice Placeholders
- Logging Payments
- Making Credit Card Payments
- Set Up Web Quote Templates
- Online Invoice Templates
- Online Sales Order Templates
- Creating a Quote
-
Inventory
- Inventory
- Requests For Quote
- Configuring Product Settings
- Working with Landed Costs
- Configurable Products
- Time Billing
- Time Products
- Products
- Managing Stock
- Stock Locations
- Stocktakes
- Product Batches
- Serial Numbers
- Inbound Shipments
- Different Price Types
- Purchase Orders
- Backorders
- Variable Products
- FROM Location-based pricing
- Manufacturers and Suppliers
- TO Location-based pricing
- RFQ Web Templates
- PO Web Templates
- Quantity-Based Price Breaks
- Location-based Price Breaks
- Customer-Specific Pricing
- Deleting Special Prices
- Manufacturing
-
Marketing
- Marketing
- Smart Lists
- Create Marketing Lists
- Send Email Campaigns
- Creating a simple Web Form
- reCAPTCHA for Web Forms
- Facebook Lead Ads
- Add or Remove Contacts/Companies from Lists
- Creating a Marketing List from Advanced Filters
- Editing existing List members
- Exporting Marketing Lists
- Filtering by Lists
- Operations
- Training
- Reporting
-
Admin
- Admin
- Credit Control
- Calculating Landed Costs
- PDF and Email Template system preferences
- Quote Form Templates
- PDF Templates
- Invoice Settings
- Managing Connections
- Creating Email Templates
- Creating Letter Templates
- Using Letter Templates
- Using SMS Templates
- Setting up Teams
- Using Email Templates
- System Quote Preferences
- Service Reports
- Regional Settings
- Payment Methods
- Payment Terms
- Sales & purchase settings
- Setting up Teams
- Pricing settings
- System security
- Setting up Users
- Activate a new User account
- Log into a User account
- Couriers
- Creating SMS Templates
About Reporting
Whether you need the functionality to produce weekly, monthly or annual performance reports, or whether you simply need an accessible view of current activity within the business – we’ve got you covered. The Reporting group contains the following modules:
- Reports – choose from a range of pre-configured reports on different types of data throughout your CRM.
- Dashboards – choose from a range of pre-configured dashboards to visualise different types of data throughout your CRM.
- Favourites – for quick access, reports or dashboards added to your favourites list will appear here.
- Scheduled Reports – reports that you have scheduled will appear here.
Exporting data
Videos
For further information, please see our videos section on Reporting.