Using Reports

WP-CRM System Reports serve as a way for you to quickly find data that matters to you the most. For example, are there any projects going on right now for a specific customer? What about any overdue projects? Surely you would want to keep tabs on those. All of the reports can be found by visiting WP CRM > Reports in your WordPress dashboard. There is an overview tab, which gives some high level information, but you can get into the more detailed reports by clicking on one of the other tabs at the top. Each report type has a tab (project, task, opportunity, organization, and contact), and each has a few reports with relevant information. Reports that are time sensitive (i.e. upcoming tasks, or overdue projects) will include the due dates and a link to the record.