How can we help?
< All Topics
Print

PDi CRM Reports

PDi CRM comes with several standard reports, from mailing labels to budget reports for customers by product.

All the reports can be customised to fit your company’s specific requirements. In addition to the standard reports, PDi CRM comes with a built-in forms designer that allows for modifying the existing reports and creating your user reports.

User-defined reports can be added to the user report menu/report desktop module within PDi CRM. The defined reports can be global to all users or set to individual reports. Reports can also be scheduled to run at a certain time.

View the screencast below to see a few examples of the built-in and user reports

Was this article helpful?
0 out of 5 stars
5 Stars 0%
4 Stars 0%
3 Stars 0%
2 Stars 0%
1 Stars 0%
How can we improve this article?
Please submit the reason for your vote so that we can improve the article.
Previous PDi CRM Slack Integration
Next PDi CRM Document Printing

KB Search

Table of Contents
Products