SI Lead Manager v7

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Reporting – How to Create a New Report (Outstanding Offers)

Version of SILM

7.0 and higher


This video walks you through how to create a new report that will show all the outstanding offers that have been made.


During the video you will learn the following report creation skills

  • Selecting the Datasource
  • Using child dataset (LeadOffers)
  • The difference between LeadOffers and Offers datasets
  • Placing dataset fields on the report
  • Placing custom text (labels) on the report
  • Formatting fields for Date and Currency
  • Removing Parent records (leads) that don’t have any child records (offers) from the report view
  • Creating a Record Filter to only show Pending Offers.  This filters out Rejected and Accepted offers.


How To Video

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