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How do I add Relations to a Report?

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  1. Click 'Reporting' from the Left Navigation Menu (A list of available reports will be displayed).
  2. Click 'New' from the Reporting panel to begin the Report creation wizard.
  3. The Report Wizard will be now be displayed on your screen. Click 'Next' to continue to the next step.
  4. Enter the name and description for your report.
  5. In this example, we will create a report that contains a list of contacts who live in Canada.
  6. Click 'Next' to continue to the next step.
  7. A 'Relation' is the link that the searched data is related to. You can search for any data that is related to another contact, company or category! You can add as many relations as you would like by clicking 'Add Relation'.
  8. reporting-relation