Configuration and Reporting

Many options in other areas of Ajera CRM affect both the data you see in Reporting and the Reporting options available to you for working with the data.

General Configuration

Among the general configuration options that affect reports are the following:

• Your system administrator may change labels for report columns, lookup search types, or grouped data.
• Your system administrator may establish global calculated fields for reports for which you can select columns.
• Your system administrator may implement auditing for Info Centers, Security, and the Info Center Designer. If so, you can see a listing of changes made to records, along with the user names of the employees who made the changes.

Security Configuration

Ajera CRM security settings are by role (user group). In Security Configuration, your system administrator sets options that control your access to reports and control what data you are able to see. If you have any questions about your access to reports, contact your system administrator.

User Options

Individual users can set such reporting preferences as page size and margin settings. Click Options on the Ajera CRM toolbar and then click the Reporting tab to set your reporting preferences.

Many of the settings that you enter as your user options prefill as default settings on the Layout tab of the report Options dialog box. When you prepare to generate a report, you can either keep the settings that you established in the User Options dialog box, or you can use the Layout tab in the report Options dialog box to modify the settings for that report.