The advanced reports feature is a deep business intelligence tool that allows you to create completely custom reports. If the data exists then a report can be created for it, making this ideal for business owners, directors, principals and managers to get visibility across their database and business.
Note: To access Advanced Reports requires your account to have the 'CRM Plus' subscription and user permissions to 'Manage Advanced Reports'.
In this article:
Default Reports - feature coming soon
How to Download Reports - feature coming soon
How to Email Reports - feature coming soon
For a more detailed guide on building queries for your advanced reports, please read our guide here.
How to Create a New Report
Click the 'Add chart' button
On the Explore tab, build your query for the report using the following options:
Measures - A number that is either a count or sum of a Dimension (eg. appraisals count)
Dimensions - Fields that are on records (eg. contact email)
Segments - Predefined queries created by Eagle that are too complex to create with the query interface
Time - The date and time period that the results should be based on (eg. properties sold date for last 30 days)
Filter - Allows you to filter your query to only return specific dimensions
Once you have finished creating the query, click 'Add to Dashboard' and give your new report a name
See the below example of creating a new report (click image to view full screen).
How to Edit Your Dashboard and Reports
You can edit how your reports are displayed in a few different ways:
Drag and drop to move your reports
Drag the bottom right corner to resize your reports
Click the menu button (3 horizontal lines) in the top right corner to Edit or Delete the report
Default Reports
Feature coming soon.
How to Download Reports
Feature coming soon.
How to Email Reports
Feature coming soon.
For any further assistance with setting up and using advanced reports, please contact our Eagle Support Team;
P: (03) 9016 0444 E: [email protected]