Reporting

How progress is calculated in cases-report
When case sales status is "in Progress", report always shows text "Sales" and tooltip shows current sales status When case sales stat...
Wed, 14 Oct, 2020 at 7:20 AM
Mass update tool
Content Description Accounts Change industry Change segmentation Change status Change invoice template Activities Change status Change owner ...
Wed, 14 Oct, 2020 at 7:23 AM
Report sharing
Content Access rights to manage shared reports User profile Individual user Managing shared reports Create a shared report Sharing a report to use...
Wed, 14 Oct, 2020 at 7:24 AM
Using Report gallery
Content Report categories Report sections Available Shared My reports Report creation Using existing report as a template Quick menu Make/Rem...
Wed, 14 Oct, 2020 at 7:26 AM
Combining data of two different reports (i.e. Accounts and Contacts)
Sometimes you need to combine data from two different reports in Severa for example Accounts and Contacts. This cannot be done directly in Severa but if yo...
Wed, 14 Oct, 2020 at 7:27 AM
Graphical reports (Add-on)
Content Description Creating a new graphical report Data sources Sales Number of orders Billing Revenue Margin and Sales margin Sales activity ...
Wed, 14 Oct, 2020 at 9:48 AM