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:
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.
How to create a new view, then build a report using that view which is then in turn used as the basis of a List Gadget in an interactive Dashboard
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.
Extending Summary Reports
Custom ASP Reports
Creating Custom ASP Reports in Sage CRM
Using a SQL table-valued user-defined function in an custom ASP report
Editing Report Styles
Security and Reports
Controlling access to reports
Restricting Access to a Report to Specific Times of Day
Reports, Saved Searches and Groups
Reporting on Reports
What Reports have Charts?
Customizing the Report Administration Area
Creating a new Reports Administration screen in classic ASP COM API
The Size of the report is too Big — Error when exporting report to Excel/CSV