How to replace the Reporter feature

Published by Bruna Goss, 19 Nov 2024

Get insights into how you're using Reports today and use this into new ways of creating reports in SuperOffice.

Here's the step-by step:

Click the reports button
on the left side of the screen to evaluate the use of reports.
 

Image of SuperOffice CRM Favourite's tab

  1. Check if you have any favorite reports stored under the Favourites tab
  2. Notice the criteria’ s in the middle of the screen
  3. Run a Preview of this report to check the content and layout of the report
  4. Save the report in PDF format for future reference
  5. Repeat for all reports in the list 

Then go through the rest of the tabs, Company/contact, Project, Sale and Activity. 

Image of SuperOffice CRM sales reporting

For each report in the list that you use. 

  1. Notice the criteria’ s in the middle of the screen
  2. Run a Preview of this report to check the content and layout of the report
  3. Save the report in PDF format for future reference 

Now you should have insights into how you are using reports and can make the corresponding reports using selections, grouping, columns calculations and print selection.  

To see the steps in detail to create reports, see this article.

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