Reports in windows

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Most places in the ChannelCRM system you will find a local toolbar offering different reporting options:

 

The raw report is created using the print button, but the Excel-, PDF- and HTML-options are there if you whish to save the report for further manipulation of the data.

 

If you clisk Print you will get a preview (below you see an example of print of the ToDo List).

 

As you see, the report will show the data that you have selected in the current listing, regardless of space limitations on the screen.

 

 

Using buttons and menu during preview such a report can be modified significantly (formatting, color, etc.)

 

Please note the buttons: Theese offers the opportunity to save the report in a number of formats or to send the report as via email in one of several formats. This means that you can send the report as a PDF file to several recipients in one simple workflow.

 


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