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Reports

Reports

Owned by Evangeline Cruz (Unlicensed)
Last updated: Jul 27, 2018

iEnterprise CRM ships with a handful of predefined reports to get a user started. The Reports icon is located on the Sidebar on the left. 

Click to open the Reports screen.

All the Public Reports that the user have access to are also available on the Report drop down. In addition, all Private views he created will also be on the list for him.

Line Items Report - this feature is available in Opportunity and Subscription Module.



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