Reporting

A report is a specific type of file that can extract information from the NexJ CRM database to be presented in an organized manner. 

Reports provide in-depth information about an area of interest, such as a group of contacts, or summarize information across multiple areas, such as interactions between users and clients.

You can generate two types of reports:

• Ad hoc reports
  Ad hoc reports are runtime-configurable reports that allow users to determine their content, by selecting, filtering, and sorting information from NexJ CRM. When you want to determine which data extracted from NexJ CRM should be contained in the report and when you want to visually display data using charts, generate ad hoc reports on the Reports workspace. You can export ad hoc reports to CSV format to view, save, and share.
• Predefined reports
  Predefined reports display information from a specific workspace in a predefined format. For example, a Detail Report displays information from the Contacts workspace for a single contact or list of contacts. When you want to report on information for a specific area of the system in a predetermined format, generate predefined reports. Generate predefined reports using the Reports button 

  

  on the Contacts, Schedule, Service Requests, and Tasks workspaces. You can output predefined reports to a specific file format to view, save, and share.