Concursive ConcourseSuite CRM Help
Reports Module
What is the Reports Module?
The Reports Module enables you to generate reports on data within the system. These reports are displayed as a list and can be downloaded to your computer.
How can this help me?
Through report data, one can perform a reallocation of staff efforts on particular accounts and opportunities and conduct performance reviews of staff members.
Why is this important?
Reports depict a picture of where efforts should be focused, and where bottlenecks might be in business process.