Reports, Creating custom reports – OpenEye SaleGuard User Manual
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The reports generated by SaleGuard are based on Key Performance Indicators (KPIs). These indicators
are not universal. To maximize the content of your reports, take care to set your custom reports and
KPIs carefully in the Reports section.
Creating Custom Reports
To use the Report function, you will need to configure the report settings to allow SaleGuard to retrieve
the relevant information for you. This relevant information is in the form of Key Performance Indicators
(KPI) must be set by individual reports.
1.
To create a report, or to edit a report, click
Reports
in the
Control Bar
.
2.
Click
Configure Reports.
3.
Select a
Report
from the list to edit and click
Edit
, or click
Add
to create a new report.