How to create a report within Envisage.
1. Select the CRM System tab from the left hand menu.
2. This will take you to the CRM System area.
3. Click on the View reports button.
4. This takes you to the Membership reports section.
5. Click on the "Create new report" button.
6. A pop-up asking you for the name of your report will appear.
7. Once named, click the ok button.
8. This takes you through to the area that allows you to customise the report you've just created.
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.
10. Now you've filled your report fields, click on the Add filter button.
11. Your new filter will appear in the list of filters.
12. Your results will appear at the bottom of the page.