05th November, 2014 by Samuel Watts

How to create a report within Envisage.

1. Select the CRM System tab from the left hand menu.

CRM System

2. This will take you to the CRM System area.

CRM System Area

3. Click on the View reports button.

View Reports

4. This takes you to the Membership reports section.

Membership Reports

5. Click on the "Create new report" button.

Create New Report Button

6. A pop-up asking you for the name of your report will appear.

Name Report

7. Once named, click the ok button.

Report Named

8. This takes you through to the area that allows you to customise the report you've just created.

Created Report Area

9. Now its time to build your report. For this demo report we will be looking for all members whose first name contains the word "Samuel".

Firstly Edit your report fields.

Report Fields

10. Now you've filled your report fields, click on the Add filter button.

Reports Fields Filled

11. Your new filter will appear in the list of filters.

List Of Filters

12. Your results will appear at the bottom of the page.

Results

About author

Samuel Watts

Sam is our resident video games expert. as well as being a dab hand (Or should that be knee) at muay thai. He is the man on the end of the phone dealing with your support requests.

Comment
We are always here to help you. Don’t hesitate to contact us anytime!

01202 555124 or hello@envisagecms.co.uk