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vTiger CRM is one of the best customer relationship tools available, and probably its most useful feature is the Audit Log. The Audit Log allows you to monitor all changes and actions taken within the system, giving you an in-depth view of how business processes are carried out. In this post, we’ll guide you through the steps for creating and storing reports in vTiger CRM with the help of the Audit Log.
Step 1: Setting Up Your Report:
Before you try to extract a report from the audit log, the first task is determining the criteria that you would like to monitor. Here are a few steps to follow:
- Enter Your Report Name: Start by entering a unique title to help identify the objective behind running the report The report could be titled: “User Activity Log” to aid in tracking user activity, or alternatively, “Change History Report.”
- Select Modules: Choose the relevant vTiger CRM modules you want to add to your report. These modules may consist of Leads, Contacts, Opportunities, Tickets, etc. Choose the relevant modules as per your requirements.
- Choose Fields: After selecting the modules, you will need to choose the fields that should be included in your report. This grants you the ability to track specific details of interest, such as alterations in contact information or sales actions.
- Set a Date Range: You can set an exact date range as well so that the report includes only relevant data. This feature is particularly helpful in case you want to analyze a specific time period and will make the process smoother than it could be otherwise.
You can enter your report name, select the modules you want to generate the report from, choose the fields from the selected modules, and set the desired date range.
Step 2: Generate and Save the Report:
So again, after you have set the parameters for your report, the next step is to actually generate it:
- Click on the “Generate” Button: Once you’re satisfied with your selections, click on the “Generate” button. This will trigger the system to compile and display the data based on your chosen modules, fields, and date range. The system will present the Audit Log information in a neatly organized format, so you can easily review the changes made within the selected timeframe.
- Save the Report for Future Use: In case you need to access the same report again, it can be saved for your convenience. After generating the report, simply click on the “Save” button. The saved reports will be available in List View and can be easily accessed with a few clicks.
Click on the “Generate” button. The report will be generated based on your selected modules, fields, and date range.
You can also save the report for future use by clicking on the “Save” button. The saved report will then appear in the List View.
Why Use vTiger Audit Log?
For businesses that require steady transparency and accountability, the Audit Log in vTiger CRM is a powerful tool. It enables users to create robust reports, as well as ensuring that all modifications done on the system are recorded along with the users and actions responsible for the changes. This is extremely useful for the detection and prevention of inaccuracies, maintaining data quality, and managing compliance processes.
Additionally, reports can be saved and analyzed over time which makes it easier to detect trends and take pertinent actions.
Conclusion:
The ability to monitor and report everything vTiger CRM does through the Audit Log can significantly streamline your business processes. By using the steps listed above, you can easily generate custom reports that track critical changes and summarize user activity. Regardless the size of the team you are managing, vTiger’s Audit Log functionality will help you greatly in business management.So what are you waiting for? Start using the Audit Log today and start tracking your CRM activities so you can optimize your reports!
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