User-Defined Info Center Reports Overview

You can create custom user-defined Info Centers (UDICs) to supplement the standard Info Centers that are shipped with Ajera CRM. You can also link the user-defined Info Center information to the relevant Ajera CRM data.

Ajera CRM provides an audit report, audit detail report, list report, and summary report for each user-defined Info Center that you set up so you can review the information that you enter for those Info Centers.

Prerequisite

Before you can run the user-defined Info Center reports, you must use the Report Administration utility to load the reports on the report server.

Related topics:

  • User-Defined Info Center Audit Report
    The Audit report for a user-defined Info Center displays the user IDs and dates for each update, delete, and insert action performed on records in the user-defined Info Center.
  • User-Defined Info Center Audit Detail
    The Audit Detail report for a user-defined Info Center displays original and new column values for each update, delete, and insert action performed on records in the user-defined Info Center.
  • User-Defined Info Center List
    The List report for a user-defined Info Center displays information from each record in the Info Center.
  • User-Defined Info Center Summary
    The Summary report for a user-defined info center displays all information entered in that info center. The information is grouped into default sections, but you can also create user-defined sections.
Parent Topic: Report Descriptions Overview