Reporting is a basic necessity in any organization. Depending on a person’s job function, there may be more than one report that has to be generated on a regular frequency like daily, weekly, monthly and more.
The more accessible the reports are, the easier it is to take them. As time has progressed, a lot of users have started generating reports from melssCRM. We believe in making the system more usable and to further enhance the user-friendliness we have added a new widget – Reports Shortcuts.
Reports Shortcuts widget allows you to store quick links to any number of reports. This will help you save time. By clicking on the quick links from the dashboard you can generate reports instantly.
Personalize your dashboard to add the reports shortcuts widget and take reports quickly.
Check out our previous blog on New Ways To Analyze How You Perform Day-To-Day Activities.
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I don’t know how to add a “Widget”!




[...] This post was mentioned on Twitter by Shivkumar Srinivasan, melssCRM. melssCRM said: Shortcut To Generate Your Frequently Accessed Reports http://bit.ly/9SssVO #CRM [...]
Posted by Tweets that mention melssCRM Blog — Shortcut To Generate Your Frequently Accessed Reports -- Topsy.com on November 8th, 2010.