How Do I Customize Reports in Contacts App?

Updated on September 1, 2017 12:15AM by Admin

Creating reports is a great way to stay in touch with what is happening in the business front. A report is generated to keep track of how much time is spent on the various customer activities, whether the team is meeting their given targets and daily, weekly, monthly goals and so on.

Now as a user of Apptivo CRM, you can configure the report setting in order to hide or show your reports. You can also give access privileges to your employee for reports.

Lets take a quick look at the following steps.

Steps to Customize Reports

  1. Log in and access Contacts App from your universal navigation menu bar.
    image result for contacts
  2. Click on "More"   icon and select "Settingslocated at the app header bar.
    image result for contacts settiings
  3. Select "General" drop down. Click on “Reports” from the left navigation panel.
    image result for reports in contacts app
  4. You can view “General Reports” and “Charts”.
  5. By default, all reports will be in “Enable” Status. 
  6. You can hide report by sliding the “Toggle” button to disable it.

For Instance:

We have hidden “Activities Report” from “General Reports”.
Hide Report
In Contacts App Reports, you cannot view “Activities Report” (Due to “Hide” enabled in report setting) as shown in the image below:
Reports Page

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