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 groups will depend on your role and activities that you are assigned by your administrator.
Standard Report Templates
Note that your the screen 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 a 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 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.
- Example preview of the report.
Depending on the report group there are three activity types that may be requested; service provider, service deliverer and service consumer.
- Sellers are service providers.
- Sales agent and employees are service deliverers.
- Buyers and investors are service consumers.
Remaining choices are usually self explanatory for CompleteEmpire users.
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