Creating Reports and Favorites
Reporting provides several methods for creating reports.
| Method | Advantages and Notes |
|---|---|
| Create a one-time report | You create a report to answer a specific, one-time need. You set the options to obtain the best format for the data. You also define the set of records from which data is drawn. |
| Favorites | To create a favorite report, you specify a set of saved options and a set of saved selection criteria to be used each time you generate the report. You get a consistent format and a single set of records from which the data is drawn.
After you create a favorite, you can generate that favorite report with current data with just one click. Ajera CRM automatically adds the favorite to those listed in the favorites dashpart on your Dashboard. If you click the link for a favorite on the Dashboard, Ajera CRM opens the report in the Preview window, and you can print it without having to open Reporting. |
| Saved searches | You save a search (a set of record selection criteria), with a name you specify, to re-use in future reporting sessions. You draw data from a single set of records, but you can select new report options to change the presentation. |
| Saved options | You save a set of options, with a name you specify, to re-use in future reporting sessions. You get a consistent format for your report, but you can use different record selection criteria each time you run the report.
On the Organize Options dialog box, you can save all current settings on all options tabs. The procedures that you can use to organize options depend upon the setting in Favorites Organizing on the Roles form (). |