At first glance, it may appear a little challenging to find a specific report in OrangeCRM’s new reporting module OrangeBI (Business Intelligence). But once you become a little more familiar with it, you will be pleased to find that locating the report you’re looking for is actually much quicker and more convenient than ever before! Read on to discover how you can benefit from some of the new time-saving report features that are now available.
Browse by Report Type
Want to see all of the available report options based on the type of report you need? Simply browse by report type. The report list on the home page can be narrowed down to a certain type of report by selecting one of the main categories from the Main Category drop down menu, located beside the search box at the top of the page.
After selecting a main category, the report list will automatically refresh and will only display reports in the chosen category. The report list can then be narrowed down even further by selecting one or more sub-categories from the “Refine By” options displayed to the left of the report list.
Search for a Specific Report
The quickest way to find a single specific report would be to use the search box located at the top of the page. You can search for a word or group of words in the report title or the report description.
To narrow down the search results, use the main category and sub-category filters as explained in the previous subheading.
Add Reports to Your Favorites List
The My Favorites feature allows you to save or “bookmark” frequently used reports for quick and easy retrieval, without having to perform a search to find them. Your favorites list is unique to you. Each user has their own personal My Favorites list, which is conveniently displayed in the right pane of the home page, beside the main report list.
For instructions on how to add a report to My Favorites, please refer to the OrangeCRM Help Guide at help.orangecrm.com > Reports > How to Access & Generate Reports.