Reports Overview

Reports allow you to back up and export all of your work in CRM.me. The module can be found in the left hand panel and offers a choice of 3 customizable easy-to-create-and-export reports.

Rows and Columns reports

A Rows and Columns report shows all requested data in a row and column format, without a chart.

Summation report

Summation reports display an overview of data grouped by specified criteria. Data is displayed in groups and can include a chart and calculations.

Matrix report

A Matrix report is an advanced grid-like report that allows you to create aggregate summaries for grouped data.

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