Deskera CRM - Custom Report Builder

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Deskera CRM allows creation of custom reports on the fly. This short presentation would walk you through the entire process.

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Deskera CRM - Custom Report Builder

  1. 1. Custom Report Click here to create a Custom Report Click on Create Custom Report
  2. 2. Select Module Select a Module
  3. 3. Drag & drop fields Drag & drop fields to add in the report
  4. 4. Select renderer for the fields Select renderer for the fields
  5. 5. Select field for quick search Check to make this field available for Quick Search
  6. 6. Select Summary Type Select a ‘Summary Type’ for a number field
  7. 7. Apply filter Click on Apply Filter
  8. 8. Select search field Select a Search Field
  9. 9. Add search text for Search Field Give some Search Text
  10. 10. Save Filter Click on Save Filter to save the settings
  11. 11. Save the report Click on Save button
  12. 12. Save the report Give Name & Unique Name for the report and click on Save button
  13. 13. Report link on dashboard Link of the saved Report
  14. 14. Custom Report

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