Contents

Introduction

Reports in eKeeper CRM have changed from our MortgageKeeper and CommercialKeeper products. Previously reports were handled with the advanced search function,  which you found via the search box at the top of your MortgageKeeper or CommercialKeeper system. Now we have a dedicated Reports button on the homepage, Additionally you now have the ability to create new search views in your system which enables you to customise the reports that you run in eKeeper CRM.