User-Defined Reports

This module is to view user defined reports.

These reports are created in the System Administration -> Reports.

To access this window, Click on: Customer Relationship Management -> Operations -> Utilities - > User-Defined Reports

The following window will open up:

User Defined Reports MainPage

 

How To View Reports

1. To view a report, scroll to the desired report then click on VIEW.

2. You can also search a report by typing a phrase or the name of the report  in the space marked by a red arrow in the above figure.

3. This will lead you to a Browser page where you will be required to log in with your credentials in order to view the desired report.