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Reports and Searching

The Reports system is a search engine that is a great way to filter information stored on your eKeeper CRM. 

Perhaps you want to view all cases that have been administered by a certain person, or view all cases that completed during a specific time period. Once you have the information you want, perhaps you would like to export that to an excel spreadsheet. All of this is done through eKeeper's Reports. 

For a quick start walkthrough example, continue reading on. For a more in-depth guide to Reports click here.

How to produce a simple Report..

• To start, click on the Reports button, found on the homepage. 
• Do you wish to search by a product type, customers or more broadly across all cases. Click on the corresponding icon to do so. 
• For this example we want to search our Residential Products, so after clicking the icon, we can select the criteria for our search.
• We want to produce a report on all residential cases that are against a particular stage. 
• Click on the dropdown box, next to the field: Stage. Select a stage. 
• On the bottom left of the screen, click the Search button.
• This will bring you to the results page, showing all Residential Cases that are against the stage we specified. 
• Let's decide that we want to export the property details of these cases to an excel spreadsheet.
• near the top right of the page is a field labelled: Search View. Click the dropdown box, and select the option: Property Details.
• You will notice the page refresh and the property details of our cases to be displayed. 
• To export this information to excel, click on the link near the bottom left of our results named: Select All.
• Finally, click on the button labelled: Export to Spreadsheet.

Your data will now be in an excel spreadsheet, ready for you to format, as you wish.

To learn more about Reports click here.