What's new in Eagle

We are excited to announce our new Advanced Reports feature! The new Advanced Report is a powerful business intelligence report builder tool designed to give you deep insights into your data and business.

With Advanced Reports, you can build advanced queries using any piece of data in your database and display it intuitively on your advanced report dashboard. The dashboard can display as many reports as you like and individual widgets can be resized and moved around as desired. We have created some default reports in your account to get you started:

• Sales Leaderboard - Number and Value Sold (This Quarter)
• Contact Source (This Quarter)
• Sales Leaderboard (This Quarter)
• Contract Commissions (This Year)
• Advertising (This Year)

Getting started

To begin using the Advanced Reports, navigate to CRM > Admin > Advanced Reports. Please read our help article for a brief introduction to Advanced Reports. If you will be creating advanced reports we highly recommend reading our Guide to Building Advanced Report Queries for more detailed information about building queries.

If you are having trouble building a query, please contact our support team for assistance (03) 9016 0444 or support@eaglesoftware.com.au.

To access Advanced Reports, your account must have a subscription to 'CRM Plus' and your user requires the permission 'Manage Advanced Reports'. Any users that already had the 'Manage Reports' permission will also have the new 'Manage Advanced Reports' permission. Account owners can change user permissions in Settings > Users.