Reports

Reports are set up from the Desktop Application and can be displayed on the CRM module. The content and the layout of a report can be entirely customized to meet any specific needs. A report is used to display and combine any desired information. For example, a company can decide to create a report to display the employees' leave requests for the current month or even to track the company's revenue.

Depending on the setup, additional parameters might be required before a report can be published (for example the employee's code or a specific date). Also, some reports might only be available in one format whereas other reports might be downloaded in multiple formats.

Reports are managed from the Reports module of the portal's CRM module.

The Reports module is divided into multiple menus:

  • The Home menu automatically displays a report. This report can be changed at any time: the connected user decides which report to display in the home tab.
  • The My reports menu is used to add reports as favorites.
  • The other menus display a list of all the existing reports, by category.

These same menus are also available as tabs in each menu.

To open a report from the My reports menu or from the other categorized menus, click on the desired report. Depending on the report's setup, a window can open to select or specify additional parameters. The report is displayed directly in the module with the relevant information set up.

Click on to download the report in the desired format.

Click on to come back to the list of reports in the corresponding tab.

From the My reports menu or from the other categorized menus, hover over the desired report then click on from the top bar. The report is downloaded on your computer.

Depending on the report's setup, a window can open to enable users to:

  • specify additional parameters;
  • select the format to save the report.

The Home menu automatically displays a report. Each user can decide which report to display in this tab.

To add a report to the Home menu:

  • Hover over the desired report from the My reports menu or from the other categorized menus, then click on from the top bar.
  • Select the desired report, then drag and drop it in the Home tab, in the screen's header.

Since there can only be one report displayed in the Home menu, the report is replaced each time a user adds a new report.

From the Home menu, click on to download the report in the desired format, and click on to remove the report from this menu.

The My reports menu enables users to add reports as favorites in order to quickly find them.

To add a report to the My reports menu:

  • Hover over the desired report from the categorized menus, then click on from the top bar.
  • Select the desired report, then drag and drop it in the My reports tab, in the screen's header.

To remove a report from the My reports menu, hover over the desired report then click on from the top bar.