Reports

Can I Create Reports on the CRM?
Yes you can create reports in Formitize, to Report on your CRM, CRM>Reports.
Mon, 25 Apr, 2022 at 7:14 AM
Can I export information out of Formitize?
Yes you can export your CRM information into a CSV Report using the Report Function in the CRM. CRM>Reports>Download CSV
Mon, 25 Apr, 2022 at 7:15 AM
How do I create a Report on a Users Tasks?
To Create a Report on a Users Task in the Management Portal, CRM>Reports>Task Log. You can filter this information in the drop down menu's and al...
Mon, 25 Apr, 2022 at 7:16 AM
How do I create a Report on my Automated Reminders?
To create a report on your Automated Reminders in the Management Portal, CRM>Reports>Task Log. You can filter the information using the +Filter Button.
Mon, 25 Apr, 2022 at 7:17 AM
How do I create a Report on my Invoices?
To create a report on your Invoices in the Management Portal, CRM>Reports>Invoice. To filter your report use the +New Filter.
Mon, 25 Apr, 2022 at 7:18 AM
How do I Create a Report on my Purchases?
To create a report on your Purchases in the Management Portal, CRM>Reports>Purchases. You can filter this information by using the +New Filter button.
Mon, 25 Apr, 2022 at 7:19 AM
How do I create a Report on my Quotes?
To create a Report on your Quotes using the Management Portal, CRM>Report>Quotes. You can filter this information using the +New Filter Button
Mon, 25 Apr, 2022 at 7:17 AM
How do I export a CSV File on My Contacts?
To create a report on your contacts in the Management Portal, CRM>Reports>Download CSV. You can filter the information to only show what information y...
Mon, 25 Apr, 2022 at 7:15 AM
How do I report on My Income and Expenditure
To create your Income and Expenditure Report, CRM > Reports > Income and Expenditure. On the report screen you will see your date ranges that you can ...
Mon, 25 Apr, 2022 at 7:14 AM