CompleteEmpire provides a range of Standard Report templates that are grouped by activity. All users will have standard report templates for CRM (Accounts), Opportunities, Connect and System. Further report templates are available dependent on your role and work activities that you 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 My Reports
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. It is a requirement to use the filters in the right hand panel to generating the report.
Preview Report - Toolbar
Preview Report example.
- Company logo as set by your System Administrator.
- Company and Report Name - corporate colours are determined by your System Administrator
- Date Range and the search filters used to create the report.
- Report Toolbar.
Report Toolbar
- Report displayed and refresh controls.
- Report page display controls.
- Toggle Print View.
- Export as a PDF.
- Print Report.
- Screen displays controls including toggle full screen.
- Search in report contents.
Search in report contents
Search in report contents 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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