How do you create reports in Sage CRM?

Dec 16 2014

We know that more than 12,000 organizations in 70 countries use the award winning Sage CRM software to manage their critical sales, marketing and customer service activities every day.  But did you know that Sage CRM comes with standard reports in different categories including Sales, Marketing, Activity, General, Communications, Customer Service, etc. and has the flexibility that allows you to design and add your own reports for any category?

With few simple steps a new report can be designed and added as a private report, or for all users to see and use. Let’s walk through the steps to creating reports in Sage CRM.

From the Sage CRM Main menu, navigate to Reports, then General and click the “New” button.

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This will take you to a new screen where you will name the report and select a source view from which the report content is printed.

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Report Contents: From the select column window, you can choose the fields for the report content. The fields displayed on the select columns are based on the source view. In this example, as the source view is Company Summary, the files available for selection are related to Address, Company and Person. Select the fields one by one and click on “Add to Reports Contents”. The added fields will be in the “Report Output” window. The report columns can be rearranged by using the up/down arrows or removed using “Delete” button”

Search Criteria: If you want to filter the report on any field for example Country, company type, status or source, select the fields one by one and click on “Add to Search Criteria”. The selected fields will appear on the Search Criteria window. For this report, we want to filer the report by Country.

Sort On: The fields on this window are used for sorting the report data. Select the fields one by one to base the sorting and click on “Add to Sort On”. In this report, I have selected Country to have the report data sorted on.

Group By:  Fields in this selection window is used to group the report data. Select the fields one by one for grouping the report and click on “Add to Group By”.  I have selected Country to group the report data.

You can go to the next step by clicking on “>> Continue” button, once you have the report contents filled. Report Contents is mandatory and other details such as “Search Criteria”, “Sort On” and “Group by” are optional.

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Adding Default Search: When you are in the next screen, you will find the fields selected in the Search Criteria is available. The default Search criteria can be set in the screen or selected or changed at the time of running the report.  

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Click on the “>> Continue” button”.

Adding Title and other Report Parameters: This screen allows you to add report title, header and footer information etc. In the screen below, I have added the Report Title as “Company List by Country”, and added Date, Report Title Page Number to be printed on the header section of the report.

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Now the report is ready, click “Save” button. This saves the report and takes you back to the reports menu under Report Category “General” where this new report is available for running.

Running the report: Click on the Green arrow Run button.

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In the next screen, you can choose to display the report on the screen, create a PDF file or Excel/CSV file and also choose the selection criteria.  

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The default search criteria that I defined in the report is available and can be changed as Changed to “United States”. Click on the “Go” button to run the report.

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The report output on the above screen is based on the new report with all the columns and grouping as designed. 

Designing and creating a new report in Sage CRM is simple, logically designed, easy and fast. At Mantralogix, we can help you with Sage CRM by providing our support and consulting services.

Check out our other Sage CRM posts, or contact us at 1-866-320-8922 or at [email protected] to learn more about Sage CRM!

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