Standard reports

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In the Reports screen, you can also run standard reports of different types. These reports are sorted by type, and you bring them up on screen by clicking the tabs at the top of the Reports screen (see Show report properties).

SuperOffice CRM is supplied with multiple reports as standard, but an organization can also create its own reports in SuperOffice Reporter Studio, which is an optional add-on. When you are using the Reports screen however, you will not notice any difference in where the reports come from, so here we treat them all as standard reports.

Tip

You can save frequently-used standard reports as favorite reports, to make them easier to access. Additionally you can edit standard reports and save them as favorites.

Types

Type	Description
Company/contact	Shows company/contact reports.
Project	Shows project reports.
Sale	Shows sales reports.
Activity	Shows reports for follow-ups and documents.
Selection	Shows selection reports.

Edit and delete standard reports

You can neither edit nor delete the standard reports themselves. What you can do however is to save a standard report as a favorite report and then adjust the search criteria as you wish.