Create your own CRM Invoicing Software Custom Reports

Custom Reports to suit your business

In Amphis Customer there are many Built-in Reports and you can also create Custom Reports to suit your business requirements.

From the Reports->Custom Report Builder menu you can access the Custom Report Builder

CRM Invoicing Software Custom Report Builder

Custom Reports Builder

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.

For the techies, we have a slightly simplified database schema here to help you (with some of the lookup tables omitted).

CRM Database Design

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 more examples in the Amphis Software MessageBoards / Forums

(You can also get some free help to create a CRM Custom Report in Amphis Customer, by clicking here)

Example CRM Custom Reports

SQL statements used in the standard reports (which may be useful to help you create custom reports)