Sage CRM has an internal reporting feature that allows a System Administrator to control who can report on the business data held inside Sage CRM.
When a user creates a new report, they can make use of the following features in the report editor:
- An extensive list of Report Sources, which you can expand using the Views Customization functionality.
- A choice of List, Cross Tabular, or Historical report types.
- Set the number of Rows Per Page on list reports to improve the layout of the report output.
- The ability to add a chart to the report.
- The ability to use of sums, averages, groups, and record counts.
- The ability to format data to make use of hyperlinks and number formats.
- Display header and footer information, such as the user who has run the report and the date/time it was run.
- Create private reports, available only to that user.
You can learn more about the core features of the reporting engine within the Help Centre (http://help.sagecrm.com) and by watching the short training videos available on the Sage Customer Support and Training YouTube channel: https://www.youtube.com/c/SageSupport/search?query=sage+crm+reports
The rest of this article is a round up of links to different articles about reporting.
Views and Reporting
Building Cross Database Views for Reporting
Discovering which Views are Available for Reports
Reports and Graphs using Key Attribute Data
Automatically Filtering Reports on Custom Entities by the Currently Assigned User in Sage CRM.
Summary Reports
Can I create new Summary Reports in Sage CRM?
custom_reports settings and Summary Reports
Simple Customization of Summary Reports
Editing the look & feel of Summary Reports and PDF reports.
Custom ASP Reports
Creating Custom ASP Reports in Sage CRM
Using a SQL table-valued user-defined function in an custom ASP report
Customizing Styles
Security and Reports
Restricting Access to a Report to Specific Times of Day
Metadata
Reports, Saved Searches and Groups
Reporting on Reports
Customizing the Report Administration Area
Creating a new Reports Administration screen in classic ASP COM API
Problem Solving
The Size of the report is too Big — Error when exporting report to Excel/CSV