Managing Reports Follow

Under Salesmate we primarily have the system and custom reports and therefore managing these reports can become a necessity. Salesmate allows you to easily edit and manage these reports and perform various operations on them. Let's explore this further and look into how you can manage your reports.

To Manage Reports, 

• Navigate to the Reports from the left menu bar
• Hover on the Report and click on the Actions button
• From here you can perform the following Actions,
  • Search Report
  • Rename Report
  • Edit Report
  • Clone Report
  • Email Report
  • Delete Report

Search Report

• Search for any report in the folder by entering the report name in the search bar. 

Rename Report

To Rename the report,

• Click on the Rename Report option

• You can Update the Report Name, Description and Add the Report to an appropriate Folder
• Once done, hit on the Update option

Edit Report 

To Edit the Report,

• Click on Edit Report option

• You will be redirected to the Data and Visualization page, you can also make changes to the Report Info and Related Modules. Learn More
• You have the flexibility to make edits according to your specific business requirements
• Once done, hit on Update to implement the changes

Clone Report

 To clone a report,

• Click on the Clone Report option

• You can update the Report Name and select an appropriate Folder for the same
• Once done, click on Save

Email Report

To send a report over an email,

• Click on the Email Report option 

• Provide the subject for email and select the recipients to whom you wish to send the report.
• Enter the Content in the Email Body that needs to be sent
• You can also set recurrence by enabling the Recurring Email option and selecting the frequency and time for the email to be sent.
• Select how you want to attach a report, as an Inline image or a PDF document. 
• You can Schedule the Email to be sent later
• With Preview, you can quickly view how the email would appear to your recipient
• Hit Send Email to send the report.

Delete Report

To Delete Report,

• Click on the Delete Report option

• Confirm the delete