Tag Archives: Sage CRM Reports

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: Error exporting reports to excel in CRM part – 7 »

Controlling Access to Reports in Sage CRM

Sage CRM Provides a strong security mechanism to each aspect that is from entities to fields. This mechanism is applied to the reports engine as well. New Stuff: Issue while loading records on Ticket List in Self Service Portal In this blog, we will discuss different ways to control access to reports for particular users… Read More: Controlling Access to Reports in Sage CRM »

Customizing Style Sheet of Sage CRM Reports

Sage CRM has been very supportive when it comes to manage data as well as view the same in the form of Reports or Dashboards. Reports proves very useful when you need to track the performance or any information on the fly. Where customizing the data that needs to be extracted in Reports, applying filters… Read More: Customizing Style Sheet of Sage CRM Reports »

Hide Reports using jQuery in Sage CRM

Sage CRM helps to manage Customer’s critical Sales, Marketing and Service activities on daily basis. Whereas the Reports in Sage CRM helps us to view the statistics of data entered in CRM in order to monitor and get an idea about the past or ongoing work; mainly used by the Management staff of an organization.… Read More: Hide Reports using jQuery in Sage CRM »

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: Remove ‘All Report Categories’ option from Reports Menu »