Overview

The Reports module in WeekMate CRM enables you to generate, view, and manage reports for analyzing sales activities and business performance. You can access existing reports, customize the displayed data, add or remove report columns, and create new reports based on your reporting requirements.

The Reports module helps you gain valuable insights, monitor performance, and make informed business decisions using organized and customizable data.

Before You Begin

Before viewing or creating reports, make sure:

• You are logged in to your WeekMate CRM account.
• You have permission to access the Reports module.
• The required data is available in the CRM.

Steps

View an Existing Report

1. Log in to your WeekMate CRM account.
2. Navigate to the Reports module from the left sidebar.
3. Select the report you want to view.
4. Review the report data, filters, and records.
5. Click Add Columns to customize the information displayed, if required.

Create a New Report

1. Open the Reports module.
2. Click Create Report.
3. Enter the required report parameters.
4. Configure the report filters and criteria.
5. Click Generate Report.

The new report will be generated and displayed based on the selected parameters.

Edit or Delete a Report

1. Locate the report you want to manage.
2. Click the Edit icon to modify the report conditions and settings.
3. Save the changes after updating the report.
4. To remove a report, click the Delete icon and confirm the action.

The report will be updated or deleted based on the selected action.

Video Tutorial

Watch the video below for a complete walkthrough of creating and managing reports in WeekMate CRM.