Reports

Reports in CommitCRM enable you to effectively review information and analyze clients and employee details. All your data is stored in one location, and can be easily accessed and aggregated into reports specifically designed to keep your finger on the pulse of your company. Reports keep all client information in a single location, accessible by any employee with proper security.

CommitCRM gives you more than a dozens of pre-designed reports that you can run at the click of a button. You can easily set parameters to filter your reports by date range, accounts, and more. The pre-built report families are divided by modules and include Account Reports, Charge Reports, Ticket Reports, Asset Reports and so on.

The Reports tool also includes a powerful Report Designer tool. You can use the same tool to produce customized reports for each of your customers to help illustrate and document the value of the services you provide.

Reports Feature List

• Standard reports supplied with the application.
• Customize you own reports.
• Reports Sharing Center which lets you share customized reports with other CommitCRM users.

Report User Guides

• Report Generation User Guide.
• Report Designer User Guide.
• Report Sharing Center.
• Reports FAQ.
• Watch a video about Customizing Reports.