CRM Software Custom Reports
Custom Reports to suit your business
CRM Software Reports
In Amphis Customer there are many Built-in Reports and you can also create Custom Reports to suit your business requirements. (See 100+ example Custom Reports here)
Custom Report Builder
From the Reports->Custom Report Builder menu you can access the Custom Report Builder.
Create Custom Report
Here you can specify your own Custom Reports to suit your requirements. Click Create New Report to create a new report, give it a name, then select it from the drop-down list.
It will have some default Structured Query Language (SQL) statements like this...
SELECT companyname, lastname, firstname FROM customer
If you click Run Report, it will show you details for all customers from the Customer table in the database.
If you're a techie and you know SQL, you can go ahead and modify the SQL statements to create your own custom report, but for most people it will be easier to copy some existing examples or get some free help from Amphis Software Technical Support.
A new menu for the custom report is automatically added to the Reports Menu under My Custom Reports.
For the techies, we have a slightly simplified database schema here to help you (with some of the lookup tables omitted).
And here are the lookup tables.
Or you can take a look at the database itself if you go to Tools->Folders->View Data Folder.
We have some Example Custom Reports below which you can simply copy and replace the default SQL. Then you need to click Save to save the custom report. You can then run the custom report from within the Custom Report Builder and it will also be available to run on the Reports->My Custom Reports menu.
There are over 100 examples you can copy from the Custom Reports section of the Amphis Software Forum
(You can also get some free help to create a CRM Custom Report in Amphis Customer, by clicking here)
Example CRM Custom Reports
- Quotes not Invoiced
- Customer History
- Customers Not Contacted
- Customers Per Group
- Invoices Total for Today
- Sales Totals and Sales Taxes for this Month
- Supplier Invoices Total for this Month
- Recent Buyers
- Existing customers who have not purchased anything recently
- Invoices Total For This Year To Date
- Yearly Sales Totals
- Quotes and totals per Sales Person
SQL statements used in the standard reports
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