How to Create Company Report
Kylas CRM Report will help you to fetch the data from various sales metrics and turning into actionable resource.
Prerequisites
Permissions: Any user with permission to Create Custom Reports and Read access on Company module.
Product Plans: Embark/Elavate
Activities to be Completed: None
Profile permission can be given as Basic Access (Read, Update, Create) and Admin Access (Read All and Update All) on Company.
Step by Step Process
1.) Navigate to Kylas CRM Dashboard>>Report>>Create New Report.
2.) This will redirect to the page where all the reports have been created in predefined manner, Click on the option as create new report.
3.) Enter the relevant details required for the Company report by selecting the entity type as Company.
4.) Select the chart type as Bar or Table and Company Report can be represented in the form of Bar or Table.
5.) Select the relevant time period by choosing an option as Created At, Updated At and update the date range as daily, current week, monthly, custom etc.
6.) Click on + add new and select the dimensions from the drop down list.
We can add max. 3 dimensions in one report.
7.) Click on +Add new and select all the metric parameters shown in the drop down list.
8.) Click on add filter and select filter option from the drop down.
9.) Click on generate preview option to see how this report looks like with all the parameters and save it.
10.) Once it is saved then it can be shown on report listing page where all reports have been displayed.
11.) Select the option as view by clicking on 3 dots, report can be edited, deleted and downloaded.
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