Tag Archives: reports

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 »

Remove ‘All Report Categories’ option from Reports Menu

Sage CRM provides Report functionality through which we can create simple as well as complex report in CRM. Report helps us in getting clear idea about ongoing work also. New Stuff: Troubleshooting an error message of GUMU™ Integration – ‘File does not exist’ In CRM, we have reports of different categories like Activity reports, Campaign, Customer… Read More »

Display Report Chart and Grid on same page

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 »

Views and Reports on relationships in Sage CRM

In Sage CRM Relationship tab is available in all Primary entities this functionality allow us to create “one to many”, “many to one” and some reciprocal relationship between the data. Using the relationship and its related views we can create reports from various entities. New Stuff: Retrieve Key Value using Custom URL In today’s blog, we… Read More »

Restricting Reports data to authorized users

Hi Readers…!! As we all know, SAGE CRM provides an easy to go feature of Reports generation in system. These reports can belong to various entities as well as various scenarios captured in CRM. Reports, which proves to be a highlight of every Business Organization as it provides the overall data consolidated through few easy… Read More »

View Sage CRM Reports in PDF format from any Sage CRM screen

In our previous posts on Sage CRM reports, we had explained how to, 1) Get impressive reports by adjusting Report Styles in Sage CRM 2) Get impressive PDF Reports by adjusting Report Styles in Sage CRM – Part 2 3) Include your Company Logo in Sage CRM Reports GUMU Sage CRM Integrations : Sage ERP X3 | Sage 100 | Sage… Read More »

Get impressive reports by adjusting Report Styles in Sage CRM

Sage CRM has a powerful reporting feature that lets you view data in an organized manner. All the Columns in reports are now loaded in an Alphabetical order. Refer our blog post for details, https://www.greytrix.com/blogs/sagecrm/2013/08/17/report-columns-are-now-loaded-in-alphabetical-order-sage-crm-7-2/ New Stuff: Sage CRM and IIS authentication settings In this blog post, we will go through Report Styles provided by… Read More »