Report Descriptions Overview

Reporting provides an extensive selection of standard reports. Each set of report description topics includes an overview topic, one or more topics that describe the report options, and a topic that describes the contents of the report columns.

Related topics:

  • Activity Reports Overview
    Use Activity reports to review data about activities and related calendar items.
  • Client Reports Overview
    On client reports you can review business addresses and contact phone numbers, as well as information about the projects and opportunities associated with each client. You can also set up and print client mailing labels.
  • Configuration Reports Overview
    Use the configuration reports to review selected configuration settings and audit trails of insertions, deletions, and changes made to those configuration settings.
  • Contact Reports Overview
    Use the contact reports to review information for the contacts in the Contact Info Center.
  • Data Export Reports Overview
    Ajera CRM Reporting includes a set of Data Export reports that give you the option to print or download to a file virtually all data in a general area of Ajera CRM.
  • Employee Reports Overview
    Use the Employee reports to review general employee information.
  • Lead Reports Overview
    Use the Lead reports to review information about the people and companies who you have identified as leads to future business.
  • Marketing Campaign Reports Overview
    Use the marketing campaign reports to review information about events or activities that your firm undertakes to generate new business.
  • Opportunity Reports Overview
    Use the opportunity reports to review information about the opportunities in the Opportunity Info Center. For example, you can check how long each opportunity has been open or check the name of the contact for an opportunity.
  • Project Reports Overview
    Use the project reports to review and analyze data related to your company's projects. The reports offer extensive options for filtering the data and for controlling the level of detail.
  • Text Library Reports Overview
    Text library reports contain information entered in the Text Library Info Center. Text library records contain commonly used blocks of text that you can insert into custom proposals, employee resumes, or project reports. They can also contain links to external document files and graphic files.
  • Unit Reports Overview
    Unit reports contain information entered in the Unit Info Center.
  • User-Defined Info Center Reports Overview
    You can create custom user-defined Info Centers (UDICs) to supplement the standard Info Centers that are shipped with Ajera CRM. You can also link the user-defined Info Center information to the relevant Ajera CRM data.
  • Vendor Reports Overview
    Use the vendor reports to review information entered in the Vendor Info Center.
Parent Topic: Reporting Overview