Reports

Ajera CRM offers a wide range of reports. The reports come with a set of default formatting options, which you can keep or modify.

You can use Ajera CRM Reporting to:

• Generate reports about projects, employees, and clients.
• Generate reports for viewing on screen or for printing. You can print a report right away or schedule it to run at a later time.
• Set report options that determine how information is displayed on the report, which columns are included, and how the data is sorted and grouped.
• Select data with which to populate reports.
• Save sets of report options, which include all settings on all report options tabs, for use in future reporting sessions.
• Save sets of selection criteria, which determine the data that is included on a report, for use in future reporting sessions.
• Create and save favorite report formats. After you have created a favorite, it takes just one click to generate a favorite report with current data — Ajera CRM automatically applies all options settings, including formatting options, and retrieves the appropriate records.
• Put links to favorite reports on your Dashboard.
• Drill down for the detail underlying certain types of data on a report.
• Export Ajera CRM data directly to an Adobe ® PDF file, a Microsoft ® Excel ® spreadsheet file, or a Rich Text Format (RTF) file .

Report Types

You can access the following types of reports in the Reporting application:

• Client Reports
• Configuration Reports
• Contact Reports
• Data Export Reports
• Employee Reports
• Lead Reports
• Marketing Campaign Reports
• Opportunity Reports
• Text Library Reports
• Unit Reports
• Vendor Reports

See the Reporting section of the online help to learn more about reporting options and processes.