Overview
Reports bring the opportunity to analyse several objects in one time, with filtering options. Dashboards aggregate graphics data such as charts, on one readable page. |
Table of content
Where are Reports and dashboard?
Reports are accessible by the tab "Reports". Dashboard can be both found in the folder "#Convergence" - Dashboard" or via the tab "Dashboards"
Reports and Dashboards are categorized in folders :
#Convergence - Dashboard
#Convergence - 1 - General
#Convergence - 2 - Buyers & Contacts
#Convergence - 3 - Qualifications
#Convergence - 4 - RFI
#Convergence - 5 - Other documents
#Convergence - 6 - CSR
#Convergence - 7 - Visit Minutes
#Convergence - 8 - Actions
General navigation
To open a Report or a Dashboard, first open the folder and then click on the Report.
Your Report is now displayed.
Feel free to use the filters.
The filter "Show" is useful to display only your objects for example.
The Time Frame is another example of Reports filters.
Every time you use filters, press "Run Report" to apply changes.
New Reports
Fell free to create a new Report. Otherwise, ask your Service Support with a Freshdesk ticket for further information.
Click on the Customize button of any Report
Choose the object you want to create your Report with. In this case, Accounts. Click on "Create".
Here is your new Report page.
Choose a new name for you new Report.
Save your Report.And then Run Report.
Customize Reports
Fell free to customize any Report.
Click on the Customize button of any Report
Choose a new name for you cloned report.
Customize fields and criteria. Contact the Service support for more information.
Save your Report.And then Run Report.
