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SugarCRM Wallkthrough Reports Module. Step 1: Log in to SugarCRM and go to the Reports module.

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Presentation on theme: "SugarCRM Wallkthrough Reports Module. Step 1: Log in to SugarCRM and go to the Reports module."— Presentation transcript:

1 SugarCRM Wallkthrough Reports Module

2 Step 1: Log in to SugarCRM and go to the Reports module.

3 You’ll see a Search form at the top of the Reports page, and a list of reports below. For this example, let’s look at the QI Assets by Funding Stream report. Click the title to get started.

4 Here are your report results! Active Filters Report Title Report Results (We’ll leave these alone for now.) Click any of these column headings to sort your results.

5 You’ll see a Search form at the top of the Reports page, and a list of reports below. For this example, let’s look at the QI Assets by Funding Stream report. Click the title to get started. These are links! Click one to drill into the detail for this QI Asset record.


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