New Email Report

This article describes the "New Email Report" within the CRM. The Email Report allows management to track outgoing emails to each client and who sent those emails.

To access this report, 

1. Log in to the FORTH CRM.
2. Click on the Reports tab 
3. Click New Email.

Using the Email Report

1. Configure the filters in the left panel of the page (see image below), then click Apply Filters. This will determine what data is displayed. The filters available include: Company, Subject, Sent Date, Sent By, and whether the "Sent By" user is active.

2. The page should now display four bar charts displaying:

• Emails by Date
• Emails by User
• Emails by Contact Company
• Emails by User Company

3. At the bottom of the page, there are two email-based tables listed. Each table can be modified to show a predetermined number of records. Additionally, all columns can be sorted by clicking on the column headers and a search field is available for the first table listed (see first image below).

4. Click the three vertical dots at the top right of any of the four report sections.

5. Select Download to export as a CSV, Excel, or as an image file (see the second image below for downloading formats available).

Article Version History: