TrigoldCrystal Support Centre - TrigoldCrystal CRM: Management Information

TrigoldCrystal CRM: Management Information

Management Information (Reports)

CRM’s flexible reports have been greatly improved to provide the end user with the ability to multi configure the required output and save the report so that it can be run easily from the reports management screen.

From the suite of reports that offered for free with CRM, users can select to either run each report or configure the report.

On selecting the configure report option the User will be taken to the configuration screen for that relevant report. The configuration options can then be amended to whatever is required from the report. The Basic tab gives the options of who to report on within the hierarchy, any of the products and their relevant status, all providers or a specific provider, the output type and the period required for the report to be run, for example, last week, last month, YTD etc.

The Advanced tab is concerned with how the information is going to output onto the report. Grouping up to 3 levels is provided across multiple data items entered within the system. These can then be sorted by a required value, ascending or decending. In addition the user can decide which columns should be shown in the report, these are displayed in a hierarchy allowing easy selection from the available column section using the arrow icons to move to the selected section. The up and down arrows then allow the user to decide which order the columns should be displayed in.

Management Information

When happy with the configuration settings, the User can either run the report or if it is required to run on a regular basis it can be saved by using the “Save as” button at the bottom of the dialogue. This will prompt the user to save the report as their own or make available to everyone in their hierarchy. Selecting ‘options’ can determine whether the report should hide training advisers and/or dormant advisers. The Category will default to where the report was selected to configure from and the name and description will be shown on the report management screen so the report is easily recogniseable for future running. Clicking save will save that configured report.