Put CRM Analytics at the Heart of Your Business with our Report Writers
We’ve made a few changes to our CRM Report Writers that we think you’ll like!
In growing your business, you’ll appreciate how important it is to get to grips with your CRM data and effectively manage your sales and marketing. To help, we’ve launched an update to our Report Writers that puts CRM analytics at the heart of your business decision-making.
CRM Report Scheduling
Using the CRM Version 5 interface, you’ll have instant access to your data by running reports from a widget on your dashboard and scheduled reports mailed directly to your inbox. Whether you’re running ad-hoc reports or scheduling daily, weekly or monthly reports, the data you need will be at your fingertips.
Using the new “zapier module integration” feature means you don’t need to modify a report each time you run it, saving you valuable time. Checking the “Run-time” box will make the filter options available on the saved report, so you can quickly change your criteria values without opening the report.
You can also run reports directly from the Reports Summary Grid, outputting them to your screen as PDFs or CSV files.
Drag and Drop Report Builder
When creating new reports, the simple my Perfex “CRM system implementation” process lets you quickly select the fields you want to include and the report output format. If you are sharing data with colleagues, you’ll be able to set permission levels for each report to specify who has access to it and at what level.
“The new reports programme will be a game changer for many of our customers. In today’s market, it’s essential to understand your sales and customer behaviour. This is change makes that information readily available”.
New Reports Features Summary
- Dashboard Report Widgets
- Drag and drop” report builder
- Run reports direct from the summary table
New Advanced Reporting Options
- Scheduled reports delivered to your inbox
- Run-time” option to change the filter values when you run The report
- Automated data output formats
- Increased permission level options
Find Out More About CRM Reporting
You can learn more about using the Report Writers in our Customer Support Hub or come along to one of our live, monthly webinars.
The updated reports programme is live for all CRM subscriptions using our Version 5 system. If you are not already using Version 5, you can switch over instantly by clicking here.
