Category Archives: Report

Display Cases for Current Month in Sage CRM Dashboard

The dashboard is an interactive part of the Sage CRM. It is the easiest way to retrieve and verify the data quickly. Using Dashboards users can show only essential data that need to be shown. Dashboards are easy to manage, edit or customize as per your need. Sage CRM has amazing features to create different… Read More »

Error exporting reports to excel in CRM part – 7

Sage CRM has an easy-to-use reporting tool that lets you edit and create reports. One can also add charts or different types of graphs in the reports extracted from Sage CRM that proves beneficial for the users to perform data analysis. These reports with graphical representation have also proved beneficial for displaying and viewing data… Read More »

Sage CRM 2021 R2: New Dashboard Templates and Reports

Dashboards are important to have glance of customer sales reports and the current status of ongoing sales activity. Sage CRM providers have many pre-defined dashboard templates or you can create your own dashboard as per your feasibility. These dashboards are easy to manage, edit or customize as per your need. Sage CRM dashboards provides numerous… Read More »

Editing the look and feel of Summary Reports and PDF Reports in Sage CRM

Sage CRM’s inbuilt Reporting tool is one of the prominent features which have helped the people relying on CRM for data management to project or represent the data in the desired format. The wide collection of Reports available within CRM has made it easy for the CRM users to extract the data in different formats… Read More »

Sage CRM 2018 R3: Issue while exporting report to XLSX

Sage CRM’s reporting tool has helped to get a clear picture of all the work data in a very efficient way. Users can either fetch all the data at once or apply various criteria such as date, company, or stage of the record to get the data in an appropriate manner. Different report display options… Read More »

Customization for exporting Notes

Hello everyone! In my previous blog I have explained how we can export notes for leads using sage CRM’s standard report functionality. We can do the same with the help of coding as well. New Stuff: Client Side Script to Concatenate Address Recently, one of our client asked us to add a button on notes… Read More »

Solution for Running Reports in Sage CRM

One of the most used features in Sage CRM is ‘Report’. In this blog, we have discussed a solution for the error message “The field does not exist or is not a report field, or you are not permitted to use it: lead_priority” when you try to run the report. New stuff: Changing the Default… Read More »

Deleting Report categories of Sage CRM from Backend

Sage CRM’s Report Category makes it easy for users to classify and organize reports in the Report tab. Sage CRM by default provides various Report Categories related to different entities. Also, System Administrator has the provision to create new categories as per the Business. New Stuff: Dynamics 365 CRM – Sage 100 ERP Integration: Changing… Read More »

Display Date Fields only based on Stage in Reports

Sage CRM Reporting tool is an important feature of Sage CRM which is used to create simple as well as Complex reports within Sage CRM. Reporting tool has proved to be flexible enough to combine or customize various features such as displaying charts in report content, grouping the data, sort the data and so on.… Read More »