User Guide- integrateCRM Module Features
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      3. User Guide- integrateCRM Module Features

      KPI Reports

      The KPI Report page allows you to instantly generate reports which provide a valuable insight into how your business is performing.

      1. On the home page, navigate to KPI (under Office).
      2. Click KPI Settings in the top right. 
      3. Select the time Period to be encompassed by the report.
      4. If you have sub-domains set up, select which Organisation the report should be for.
      5. Drag the desired criteria from Columns Available into Columns Selected.
      6. If you wish to return to the report later, select Save for later. If you set it to Public, other users will be able to access it too.  
      7. Click Save and Reload to generate the report.