Creating Reports

1. Click the CRM Analytics Icon from the left side Menu’s Section.

1. Then Click on Create Report , this will open the report creation page.

1. Enter a clear name and a brief description for your report.

1. Select Module -

   Choose the primary CRM module for your report from the select module drop down(e.g., Call Logs).

• Primary Module is the main data source you choose when building a report. It decides which CRM records (like Leads, Deals, or Contacts) the report will be based on.

1. Select lookup modules (optional) -

   After selecting the primary module, associated lookup modules (modules already connected to the primary module via a lookup field) will appear.

Select any required lookup modules to include their data in your report.

Using this we can link with 2 modules and get the analytics in the single report. (i.e) We can Link the Leads and Deals and get the total lead amount against each Lead region in the single report.

1. Link Modules (optional) - Connect external modules in your report using the "Link Modules" field.

We can link two modules without using a lookup field. For example, the Leads and Meetings modules can be connected through the email field if both modules contain it. This allows the modules to be associated by email, enabling analytics and generating reports that combine data from both modules.

Click the Add button

And then select a module from the drop down, Select a primary field from the primary module that needs to be connected to the link module field ands, then a linking field from link module , and click "Link".