Learn how to create a new report in this step-by-step guide. There are many different reports that can be created in Neon CRM. This help guide will cover the basic process to create a new report.
Recommended Reading Before You Start
Content
Instructions
Creating a New Report
1. On the CRM Dashboard, select Reports in the navigation menu and then select New Report in the drop-down menu.
2. Browse the available reports you can create. It’s important to choose the right report type because they each query the constituent data a bit differently. See Getting the Right Report Results for more information on each report type. For this example, select Communication and Mailing.
3. For this example, select All Accounts Report and then select Create Report.
4. Select Edit Criteria to modify the fields for the report.
5. Select Edit Criteria and/or Edit Columns to add or modify columns and criteria as needed. (See Editing Criteria and Columns in Reports for more information.)
6. Select Run Report.
You can now see the report results. You may save the configurations and/or export the report.
Recommended Related Articles
- Editing Criteria and Columns in Reports
- Using Search Within Results in Reports
- Using Exclude From Results in Reports
- Using Search Groups in a Report