A report helps to give a quick review of information/data entered. It is very simple to create a report in Sage CRM. Sage CRM reports are built using views to access information from a database. Creating or customizing the views in Sage CRM can allow you to create reports for specific requirement. Let us take… Read More »
In my earlier post I had explained the different workarounds if the user gets the below error. https://www.greytrix.com/blogs/sagecrm/2010/04/error-exporting-reports-to-excel-in-crm Recently, I faced the same issue while exporting the Sage CRM standard report into Excel. However when I run the report by setting Display Options as Screen/ Print Preview, then the report runs without any error. Looking… Read More »
Sage CRM has a very good reporting structure inbuilt. You can create views; make them usable as Report view by checking the corresponding checkbox. Further you can attach this view to report and build search criterion/contents based on the same. Sometimes even though field is visible in your view you cannot find it to add… Read More »
