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.
Your data will now be in an excel spreadsheet, ready for you to format, as you wish.
If you have produced a report that you would like to run again in the future, you can save time by clicking the Save Search Criteria link. So when you wish to produce that report, it will be just a click away. |
To learn more about Reports click here.
-Reports, Search Criteria Page |