1. Help Topics
  2. Reports
  3. Introduction to Reports

Introduction to Reports

Select the Reports icon from the main menu in BuddyCRM.

select reports menu item in BuddyCRM

You will be taken to this screen.

Screen Shot 2013-09-12 at 12.10.36

There are instructions on how to generate a report and then the reports are divided into sections.

If you hover over each report name, a description of the report appears.

Screen Shot 2013-09-12 at 12.18.15

Updated on May 21, 2018

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