Report

Second CRM provides you with several possibilities for evaluating your data according to criteria you have selected beforehand. You have a set of predefined reports available which you can customize to your needs.

You can use these report and analysis features to get an overview of customer related activities and to draw conclusions on how to improve your sales process.

How to use

You may summarize the data stored in Second CRM with Reports. Follow the steps below to create a new Report:

  1. Go to All > General > Reports or simply click on Reports at the navigation area.
  2. Click on the + Add Reports > Detail Report button.

    STEP 1: Report Details
    In Step 1 of creating a report, you'll need to provide a few basic details as shown below:

    report

    • Report Name: Provide desired label for your report
    • Report Folder: Select from the existing folders to store your report
    • Description: Provide report description. This is just for future reference
    • Primary Module: Select a module to create report on records of that module
    • Select Related Modules: Select maximum two related modules to include fields of those modules while creating a report
      You can also proceed without selecting any related modules.

  3. Then, click Next button.
  4. Select desired columns to be displayed on your report.

    STEP 2: Select Columns
    The second step in creating reports enables you to select columns to be displayed in your report, group by a particular field in ascending or descending order, and perform calculations on integer and currency fields.

    report1

    • Selecting columns
      You can select fields from selected module to be displayed in your report. You will need to click on the text space provided to select fields.

    • Group By
      This feature enables you to group information based on selected fields. You can group them alphabetically in either ascending or descending order.

    • Calculations
      Select check-boxes to perform calculations on Currency and Numeric fields.


  5. Click Next button.
  6. Provide conditions to filter selected records. You can skip this step if you would like to create a report on all existing records in the selected module.

    STEP 3: Filters
    Records filtering conditions have been made very simple. Conditions are grouped into two blocks.

    report2

  7. Click the Generate Report button to generate your report.

You may modify a recently created report by clicking on the Customize button in the detail view of the report as shown below.

custreport

You can also export your reports to .csv or .xlsx files. Click on the corresponding icon in the detail view of the record to export it.

exportreport

With this feature enabled you can now send Reports in csv format at regular intervals to specific users through email without logging in to Second CRM.

During Report creation, Step 1 captures the required configuration for Scheduled Reports as shown below.

schedulereport

Then, frequency can be configured based on how often you would like a Report to be dispatched.

schedulereport1


Fields Information
Daily Report will be emailed every day at the specified time.
Weekly Report will be emailed every week, on the specified days at the specified time.
On Specific Date Report will be emailed on the specified date at the specified time.
Monthly By Date Report will be emailed every month, on the specified days at the specified time.
Yearly Report will be emailed every year, on the specified month & date at the specified time.

Recipients of the Email can be selected from the list of existing Users, Roles or Groups. It can be also be sent to any specified email address.

schedulereport2

For the Scheduled Emails functionality to operate, a workflow Cron job should be active in the Scheduler.

To create custom Chart:

  1. Go to All > General > Reports or simply click on Reports at the navigation area.
  2. Click on the + Add Reports > Charts button.

    STEP 1: Report Details
    In Step 1 of creating reports, you'll need to provide a few basic details as shown below:

    chart

    • Report Name: Provide desired label for your report.
    • Report Folder: Select from the existing folders to store your report.
    • Primary Module: Select a module to create report on records of that module.
    • Select Related Modules: Select maximum two related modules to include fields of those modules while creating a report.
    • Description: Provide report description. This is just for future reference.

  3. Then, click the Next button.
  4. Provide conditions to filter selected records. You can skip this step if you would like to create a report on all existing records in the selected module.

    STEP 2: Filters
    Records filtering conditions have been made very simple. Conditions are grouped into two blocks.

    chart1

  5. Then, click the Next button.
  6. Select type of chart for your report. You can either select Pie Chart, Vertical/Horizontal Bar Chart or Line Chart.

    STEP 3: Select Chart

    chart2

  7. Then, click the Generate Chart button and you will see a page like the figure below. You can add this chart to the dashboard by clicking Bring to Dashboard button.

    chart3

  8. To view the chart, go to homepage dashboard by clicking the    icon.

Second CRM is an award winning business automation solution, designed to make medium to large corporations more productive, by automating their business operations, using Internet and mobile technologies. Second CRM focuses on improving sales & marketing, customer support and operations.