Reports and Analytics

Your CRM data can tell you a lot about your business performance. Learn how to build List, Grid, or Joint Grid reports to analyze information and make smarter business decisions.

In this video guide, you’ll find out how to:

• create custom reports in just a few clicks;
• specify report parameters;
• visualize your results with charts and graphs;
• schedule report sending;
• add report dashlets to your homepage.

Gain insights and spot trends across sales, support, marketing, and more.

• Accounts
• Contacts
• Leads
• Opportunity Tracking
• Calendar and Activities
• Data Import
• Using Print to PDF
• Reports and Analytics
• Data Export
• Security Roles
• Entity Manager
• Dynamic Logic Configuration
• Working Time Calendar Organization
• Meeting Scheduler Configuration
• Web-to-Lead Guide
• Customer Portal Administration
• Workflow Management
• Business Process Management (BPM)