CompleteEmpire provides a range of Standard Report templates that are grouped by activity. All users will have standard report templates for CRM (Account), Opportunities, Connect and System. Further report templates are available dependent on your role and the work activities that are assigned to you by your administrator.
Although the list of standard reports is comprehensive and is updated regularly the facility exists to create your own report templates. See Create a new Custom Report
Standard Reports
Note that the view that you are presented with will depend on your user account login credentials and the access you have to the many available work modules within the CompleteEmpire ecosystem.
- Click [Reports]>[Standard Reports] to open the Standard Reports view
- Standard Reports are grouped by area and those available depend on your work activity areas.
- Click on the report name to open and generate your report.
Custom Reports
- Click {Reports}>{Custom Reports} to open the Custom Reports view.
- Enter search criteria to display matching reports in the grid view.
- Tabs for My Reports; Shared Reports and Global Templates -
- My Reports - lists the reports that you have personally created refer to My Reports
- Shared - shared reports have been shared with you and cannot be edited by you.
- Global Templates - build global templates
- My Reports Toolbar - Quick access buttons.
Note that your Search panel will have different search fields related to the context of the underlying Work Area. It also can depend on your user account login credentials and the access you have to the many available work modules within the CompleteEmpire ecosystem.
Preview Report Controls
- Control Ribbon - includes options to print, download a PDF copy, email, zoom and other standard document controls. A search feature allows for searches within the report itself, See Report contents - search feature
- Filter - use to create the report relevant to your search terms and requirements.
- Preview - with a change in filter parameters create a new 'preview' of your report.
Report contents - search feature
Search within the generated report feature
- Search in report contents button opens the window to the right.
- Type in the Find field to start process of searching the displayed report.
- Search filters for Match Case, Match Whole Word or Use REGEX.
- Results window - click to jump to result in report.
- Result is highlighted in the preview.
Example PDF report
Example report exported as a PDF.
- Company logo as set by your System Administrator.
- Company Name and corporate colours are determined by your System Administrator
- Report name and period. The search filters used are listed.
- Standard footer date/time and page references.
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