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Reports

Overview

The Reports module is a quick, easy way to access reports in SalesPad Cloud. All of SalesPad Cloud's pre-configured reports can be found here, as well as any additional reports created and saved in Dynamic Grid Reports.

The Reports module is disabled by default, but can be enabled by navigating to Reports in Manage Security and enabling all. 

Once the Reports module has been enabled, navigate to it by selecting Reports from the left-hand side of the screen. 

Click on a report to view it, and click the star next to the report to add it to the Favorites section for easier access.


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  1. Sarah Schaefer

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