Tutorial 8

Using Sage SalesLogix Reports

Reports enable you to view information about contacts, accounts, opportunities, tickets, and other related data. You can use filters to limit the data included in the report.

The Reports view in Sage SalesLogix contains a filter section and the available reports section. You can only access reports that have been released to you by the system administrator. Reports can be released to you personally, or to a team that you are a member of. When you view or print any report, only records you have access to are included in the report.

Our scenario:

You want to run a report listing all the interactions you have had with Tom Dale.

To run a report

1. Open Tom Dale’s information in the Contact Detail view.
2. On the Navigation Bar, click Reports.
3. In the tree view listing of all available report types, click to expand the Contact list.
4. In the Contact list, select Contact Detail - Sample - Everyone.
5. In the Filter by Contact section, select Current Record.
6. Click Preview.
7. In the Enter Parameter Values dialog box, leave the default of Yes for all fields.
   The parameter values change with each report or report type.
8. Click OK.
   The report’s first page appears in the SalesLogix Crystal Report Viewer. In the report preview you can:
   • Use the arrow buttons to move to the next, previous, first, and last pages.
   • Use the tree view in the left pane to jump to see specific account information.
   • Print the report.
   • Export the report to PDF, Microsoft Word, and other file formats.

Back to the List of Tutorials