Reporting in Sage CRM: A round up of articles

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.

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

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.

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

Customizing Styles

Editing Report Styles

Security and Reports

Controlling access to reports

Restricting Access to a Report to Specific Times of Day

Metadata

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

Problem Solving

The Size of the report is too Big — Error when exporting report to Excel/CSV

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