Overview: This guide will assist you in creating Custom Report Templates in Skarbe, allowing advanced users to tailor reports to their specific needs and preferences.
Steps:
Navigate to the Reports Section:
Click on "Reports" in the left-hand menu.
Initiate Report Generation:
Click on the "Generate report" button.
Fill in Report Details:
Enter a report name.
Select "Custom Template" as the report template.
Customize Your Report:
Add and configure the sections you need, such as contacts, companies, deals, and other relevant data sources.
Generate the Report:
Click "Generate" to create the report.
Review the Report:
Review the customized report to ensure it meets your specific requirements.