CompleteEmpire provides a range of Standard Report templates that are grouped by activity. All users will have standard report templates for CRM, Opportunities, Connect and System. Additional report groups will depend on your role and activities that you are assigned by your administrator.
Standard Report
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.
Example of an Opportunities Report created from a standard report template.
- 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 proceed to generate your report.
Filter selection panel will open on selection. The filters presented will be relevant to the report in question.Display Options (if applicable and available) includes the ability to include your notes in the report.
- Click [Preview] - Generates the report after selection.
- Click [Toggle Print Preview] to preview printed version of the report.
- Click [Print] - prepares to the report for printing using your preferred printer.
Export Report as a PDF
- Click [Export] - select format e.g. export as a PDF to download within your browser.
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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