How to generate reports from listings

Throuhgout the system, in every section of the CRM you can generate reports to help you in management tasks. Follow these steps to learn how to do it.

1. In every section of the system, right above the list of results, you will find the Report button. Click on it to generate a report of the list.

In every section of the system, right above the list of results, you will find the Report button. Click on it to generate a report of the list.

2. The Report Type window will pop up and offer the types of reports that you can generate.

The Report Type window will pop up and offer the types of reports that you can generate.

3. Select the type of Report.

Select the type of Report.

4. Select the language of the Report.

Select the language of the Report.

5. Write the Name of the Report.

Write the Name of the Report.

6. Click on Generate

Click on Generate

7. When the Report is ready you will be notified in the Dashboard.

When the Report is ready you will be notified in the Dashboard.

8. You can find the report in Management > Reports. Click on the Report.

You can find the report in Management > Reports. Click on the Report.

9. A new window will pop up with the different actions you can do with the Report: Delete it, Email it or Download it.

A new window will pop up with the different actions you can do with the Report: Delete it, Email it or Download it.