INTENDED SEARCHES: report builder, report template, custom report, scheduled report
Use report builder and report templates to create reusable reports from CRM data.
Common report options:
- Report type.
- Date range.
- Module filters.
- Columns or fields.
- Saved template.
- Scheduled report when available.
- Export or PDF when available.
Steps:
1. Open Reports or Report Builder.
2. Choose the module or report type.
3. Select filters and date range.
4. Choose fields or columns when available.
5. Save as a template if this report will be reused.
6. Review results for missing filters before sharing.
Why this matters:
Reports are only as good as the data and filters behind them. Bad filters create bad business decisions.
Support note:
If the customer cannot see the option, cannot save the record, sees different fields, or receives an error, they should contact support with the module, record name or number, what they clicked, what happened, and a screenshot if possible.
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