How to create meeting report
Report is the most important aspect in Kylas CRM. This can be used to analyze your marketing and sales business procedure.
Perquisites
Permissions: Any user with permission to Create Custom Reports and Read Access on Meetings .
Product Plans: Embark/Elavate
Activities to be Completed: None
Step By Step Process
Profile permission can be given as Basic access (Read, Update, Create) and Administrative access as (Read All and Update All) for meeting report.
1.) Select the option as report from left panel shown on dashboard.
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 meeting report by selecting the entity type as meeting.
4.) Select the chart type as Bar or Table, Meeting Report can be represented in the form of Bar or Table.
5.) Select the relevant time period by choosing an option as Created At, Conducted At, From, Updated At, Cancelled At, To.
6.) Click on add new and select the dimensions as per your requirement.
7.) Click on add new metric and select the metric parameters.
8.) Apply Filter by selecting the option shown in the drop down list.
9.) Click on generate preview option before saving the report and save it.
10.) Once report is saved then it can be viewed from report listing page where all reports have been displayed. By clicking on 3 dots you can view or delete the report.
11.) Report can be edited, deleted and downloaded once saved by clicking on 3 dots.
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