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Articles tagged "report" returned 18 results.

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Report Settings

Report Settings and Custom Reports can be found in the Settings area. Report Settings As an Administrator you can use Report Settings to select how Gold-Vision should render your reports.

User Defined Reporting

Whilst there are a number of pre-defined reports available from the Reports section within the View Bar, Gold-Vision's reporting also allows you to build, generate and manage custom reports from any List. Create & Run a Defined Report When in a List View, you have the option to use search and filtering functionality to drill down to the data…

Standard Reporting

Reporting Gold-Vision harnesses the power or the Microsoft SQL Server® database by integrating the free SQL Reporting Services solution. Either choose from the wealth of pre-installed reports, or generate your own reports simply from any list view in Gold-Vision. Output the results into any of the popular formats (Excel, Word, PDF, XML, HTML, CSV etc.)…

Item Reports

Account Account Summary, Activities Gantt Chart Contact Activities Gantt Chart Appointments Appointment Summary Activities N/A Opportunities Activities Gantt Chart, Opportunity Overview Quotes N/A Profiles N/A Projects Activities Gantt Chart, Project Overview Campaigns N/A Events Events Overview, Sessions Booking Planner

Connect reporting

The Reporting tab on a Connect mail shot shows graphical information regarding the tracking data as well as detailed information regarding click-thrus, read dates and times.

Report, Calendar, Map and Flows view

Gold-Vision data can be viewed in a variety of formats in the system. From the views drop down options users can select which view is required.  

Sales Reports

Gold-Vision has built-in reporting which makes creating reports, charts and home pages simple for your sales reporting. Create Sales Reports Within various lists in the system you can create reports using the Actions Icon.

Set up your annual reporting

Use Gold-Vision to standardise your reporting for your meetings and collate charts to track progress for the business.  Create widgets, tables or counts which are dynamically refreshed using the data in Gold-Vision. Use either the Sales and Forecast Lists, Opportunities or Quotes lists to get the data you want from your monthly or annual charts. Create…

How Do I Export Data?

You may wish to export data from Gold-Vision, for example to produce a monthly sales report to review with your sales team, this can be done by creating a report, adding any additional fields you need and then exporting the data to CSV. Export Data using Reports Filter your data (see 'Viewing and Searching Lists'),…