Cross-Tab Reports

The maximum benefit of Reports is achieved when there is the amount of data sufficient for data analysis. The more data in the application, the more effective decision with the help of analysis.

To generate a report, proceed as follows:

1. Select Module, whose data you want to analyze to.
2. Select Period, where you want to analyze data.
3. Select column and row sections.
4. Select data values.

To increase the amount of columns, press the button ‘Report extension’.

Modules whose data are being used. These are typical settings for modules’ data how data are used in Reports.

• Contacts. Data in this module is shown if the selected period of report and the date of the creation of Contact are the same.
• Companies. Data in this module is shown if the selected period of report and the date of the creation of Company are the same.
• Projects. Data in this module is shown if the selected period of report and the date of the creation of Project are the same.
• Leads. Data in this module is shown if the selected period of report and the date of the creation of Lead are the same.
• Products. Data in this module is shown if the selected period of report and the date of the creation of Product are the same.
• Incomes. Data in this module is shown if the selected period of report and the date of the creation of Income (invoice) in the field ‘Income date’ are the same.
• Expenses. Data in this module is shown if the selected period of report and the date of the creation of Income (invoice) in the field ‘Income date’ are the same.
• Tasks. Data in this module is shown if the selected period of report and the date of the creation of Task in the field ‘Opening date’ are the same.
• Events. Data in this module is shown if the selected period of report and the date of the creation of Event in the field ‘Opening date’ is the same.