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Create a Report

What this does​

This guide explains how to create a report in Franmantra CRM.

Create a report so you can see important CRM data in one place.

Before you start​

  • Make sure you have permission to create reports.
  • Decide what information the report should show.

Steps​

  1. In the header, hover over the Reports option. When the dropdown menu opens, click Report to land on the Reports page.
header menu with the Reports option and Report item in the dropdownheader menu with the Reports option and Report item in the dropdown
  1. On the Reports page, review the table where reports are listed. Click the Add button to start creating a new report.
  2. When the create options open, choose From Scratch or Using Template if that option is available.
Reports page with the reports table and Add buttonReports page with the reports table and Add button
  1. Enter a clear report title in the form so the report is easy to identify later.
report form with the report title fieldreport form with the report title field
  1. Fill in the form and create the report. The report is created as an empty report that does not have data yet.
  2. Open the report editor page in one of these ways:
    • Click the name of the created report. The report detail page opens. Click Edit to open the report editor page.
    • In the report list, find the action column for the report. Click the three-dots (...) menu, then choose Edit from the action menu. The action menu also includes View and Delete.
  3. On the report editor page, click Add Widget/Element to choose from the available widgets or elements and add them to the report.
  4. Update the report name if you need to change it.

What happens next​

The report is saved and can be opened later to review or export data.

Notes​

  • Use clear report names.
  • Add filters to keep the report focused.

Result​

The change is saved in Franmantra CRM and is available to users with the right permissions.

Troubleshooting​

  • If you cannot see the option, check your role permissions or ask an admin to update your access.
  • If the update does not appear immediately, refresh the page and confirm you are in the correct Sub-account.