How to View Custom Reports

Article author
Learning Center Mekari
  • Updated

After submitting a custom report on the Report menu. Next, you can see the custom report on the dashboard page. The reports contained in this section have all been adjusted to the request you submitted. Here are the steps.

  1. Log in to your Qontak CRM account.
  2. On the Dashboard page, click the “Custom Report Dashboard” tab.
  3. Then the results of the custom report that you have previously requested will look like the following. The contents in the custom report will be in accordance with the agreement and form that you filled out.
  4. You can also download the report by clicking the "Download" icon located in each column of the report.

This is an explanation of how to create a custom report in Qontak CRM.