What are Reports?

The Reports list view displays a list of pre-defined sample reports to view and analyze information in the Infor CRM SLX database. You can run reports related to Main views such as Contact, Account, Opportunity and so on. If you require, you can modify the report to accommodate your business requirements. The specific reports available to you are determined by the system administrator.

Infor CRM SLX Web Reporting enables you to:

• Select from a list reports on the Reports tab.
  • Apply filters to narrow the search results.
  • Select a report and in the Task Pane, click Run Report to run the report immediately.
  • Select a report and in the Task Pane, click Schedule Report to run the report later.
• View a list of reports and the times when the reports are scheduled to run on the Schedules tab.
• View reports and exported files on the History tab. You can click the report name to download the file to save or print.

To access the Reports list view you can click Sales, Marketing, Service, or Support and click Reports on the Navigation Bar.

Use the widget panel to manage and interact with widgets. See Working with list view widget panels.