As we all know Sage CRM provides reports functionality through which we can design our own reports and do the analysis of the business. Typically, there are 2 report styles which can be used to design reports in CRM i.e. Standard with Grids and Standard without Grids. Using any one of them will either display… Read More »
As, we all are familiar with the Reports module provided by SAGE CRM. We can fetch the required report by navigating to respective Report Category. Here, I will explain how we can run a report that is regularly in use without navigating to Report Category and finding the same all over. New Stuff: Setting Time Zone… Read More »
In Integrated system of Sage CRM with Sage 300 ERP, allows users to access real time information. By synchronization of tables and database of Sage 300 ERP. We can view all the orders as well as create order from CRM. New Stuff: One Time Processes for GUMU™ Sage CRM – Sage 500 integration While doing customization… Read More »
As and when a report is fetched from Sage CRM which include chart then it will display chart on first page and data in subsequent pages. Sometimes, this way of displaying report to business users may not look attractive and it will eliminate the purpose of report. New Stuff: Restrict Users from applying discount to… Read More »
In Sage CRM we can see Summary report button on Standard Entities like Company, Person, Opportunity, Case etc. Which will summarize details about these entities on single screen. New Stuff: Restrict access to certain entity with SQL conditions Here I will explain how to edit contents of these Summary reports. I will take example of Company… Read More »
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. New Stuff: What’s New – GUMU integration is now compatible with Sage 100 2016 In this blog, we will be explaining how to create simple Sage CRM report to display… Read More »
This article has been prompted by a question I was asked at a recent Client Side training. Can a system administrator limit certain rights on reports so that they can only be executed after office hours? This question took me into a neutral mode for a minute. I was like how can I achieve these?… Read More »
Reports module has been proved a very essential as well as important part of Sage CRM. Reports not only helps in getting a clear idea of the ongoing work but also provides an overview of the historical data from the past years. In every Business organization, Managers or the Team Leaders are very much concerned… Read More »
Reporting is very essential in any business process as it gives clear picture of ongoing work in an efficient manner. Sage CRM also provides Reporting feature and security structure. New Stuff: Sage CRM and Sage 300 ERP Integration Part-3 In Report section, you can see many Reports Category are available and each Report Category will… Read More »