ProtoCRM has four report-related pages, under Reports in the sidebar.
| Tool | Path | Use it for |
|---|---|---|
| Report Templates | /templates | Word-based documents with variables (mail merge), e.g. offers, contracts |
| Email Templates | /email-templates | Reusable email bodies for your organization |
| Data Reports (Advanced Reports) | /dx-reports | Banded reports with grouping, charts and PDF/Excel export |
| Generated Reports | /reports | List of documents already generated |
Tips
- All of these need an active organization; otherwise you see "Please select an organization".
- Set Show in Reports on a template or report to control where it is offered.
- Each tool has its own page: see Report Templates, Email Templates and Advanced Reports.