Report UDF's Filters

Modified on Tue, 16 Oct 2012 16:13 by Greg Andrews — Categorized as: CRM, KPI

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   General Information
   Fields/Filters
         Collaboration Functions
         CRM Functions
         Enterprise Functions
         Report Functions
         Web Publishing Functions


General Information

Default Menu Location: Select Page Settings from the toolbar or by opening the Jump Screen from the Image icon

Screen Name: INSPECTIONRPT

Function: Setting the appropriate report functions allows users to alter the data that is pulled into the reports and KPI's. In the image below we see two red boxes around the filter drop downs for all the available reporting tools. The green box can help us define what we have set our filters to, by creating a specific title for each KPI.

Report UDF

Report UDF


Fields/Filters

Function Type: Collaboration Functions, CRM Functions, Enterprise Functions, Report Functions, Web Publishing Functions

Report Type: Listed below are the individual reports from each Function



Collaboration Functions



Space:

Form:

Knowledge Base:

CRM Functions



Space:

Adjutant Alert:

Calendar:

Campaign List:

Content List:

Imported V Card:

Follow ups:

Last Viewed Organization Info:

Local Time:

Local Weather:

Memo:

My Address Book:

Newly added Company:

Newly added Contact:

Notes:

Notes (Module Page):

Opportunity:

Opportunity (Module Page):

Order History:

People (Module Page):

Project History:

Quick Search:

Quotes (Detail):

Sales Forcast:

Sales Order (Detail):

Sales Order (Summery):

Scheduled Tasks:

Scheduled Tasks (Grid):

Shipment (Detail):

Shipment (Summery):

Task Aging:

Task Calendar:

Task List:

Task (Module Page):

Tax Lookup:

Title Bar:

View Log:

Enterprise Functions





Report Functions



Web Publishing Functions