What are the different types of reports that are available?
Tabular Report, Summary Report and Matrix Report are the different types of reports available in Nonprofit Vertical CRM.
The Tabular Report displays data without any subtotals. You can use this type of report to create contact mailing lists, a consolidated view of the sales pipeline, and others.
The Summary Report displays the data along with subtotals, groupings, and other summary information, while the Matrix Report displays the data summarized in a grid against both horizontal and vertical columns.
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Export Reports
You can export the report data in to XLS, CSV, PDF and HTML formats, which can be used for further data analysis purpose. To export reports Click the Reports tab. In the Reports Home page, select the report from the required module. For example, Lead ...