How to 'Build your own Reports' in ?

It allows end users to easily build their own reports and modify existing ones. In , this feature generates reports that are able to fulfill individual information needs which allows the end users to do desired information analysis.

In Homepage, click on 'Dashboard' three options are displayed - 'Dashboard', 'Build Your Report' and 'User Statistics'.

Now, Click on 'Build Your Report'.

Create Lead

Create Lead

'Build Your Report' page comprises of boxes with headings such as 'All fields', 'Filter Fields', 'Row Fields' and 'Column Fields'.

Select the desired option(s) as per requirement for 'Row Fields' and 'Column Fields'.

In 'Select filters', varied options are displayed like 'select table', 'select operator', 'select field'.

Then, click on 'OK'.

Create Lead

Create Lead

After saving all the selections, the customized report can be reviewed either in PDF or excel sheet.

After the reviewing is done, the report can be saved after
'report name' and 'description' is filled in.

Create Lead

Create Lead

Now, to view the saved report, click on 'user reports'.

On clicking 'user reports', a box opens with names of different reports in a tabular format.

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Welcome to the world of Sales CRM [Lead]Prime and improve the way you sale products/services/solutions. Now, bid adieu to complex CRM software with [Lead]Prime. No more difficult learning curve for pushing growth of your business. All teams can be aligned on a single system within minutes.

Make your business work with sales CRM [Lead]Prime!!!

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