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License Management Software Help : Reports

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6. View Reports

To quickly track required information in Suraksha CRM, various searches can be done, and Reports can be viewed, such as Card Search, Follow up Search, Download Search, Bill Search and License Search.

Follow up Search

Follow up search is carried out when user needs to check which follow ups are pending on a given date, which follow ups have been completed, etc.

To search Follow ups, In Reports menu, click Follow up Search.



In the window that opens, select Follow up Date,Email Id, Product Name,Customer Name, Assigned By,Next Activity or any other search criteria and click List.



The list of follow ups based on the criteria selected is shown in the grid. These details can be exported to excel file.

Card Search

Card Search is done to view the status of the cards and their assignments to customers.

To search Cards, In Reports menu, click Card Search.



In the window that opens, select Card No, Log Date, Status, Users or any other search criteria and click List.



The search report is shown in the grid.

Bill Search

Bill Search is done to view the Bills raised to customers for various products.

To search Bills, in Reports menu, click Bill Search.



In the window that opens, select Bill Date,Bill No, Bill Amount, Customer or Dealer name or any other search criteria and click List.



Download Search

Download Search is done to view the Products downloaded by customers.

To see downloads by various customers, for different products, in Reports menu, click DownloadSearch.



In the window that opens, enter Customer Email,Download On date, Product Name,Customer Name or any other search criteria and click List.



The search report is shown in the grid.

License Search

License Search is done to view the details of licenses issued on various products to customers. In this search, you can get to know the type of license issued to product, From Date, Regeneration Date, Expiry Date, Card Id, etc

To search license details, in Reports menu, click License Search.



In the window that opens, select Bill No.,System Name, License Type,Product Name, License Sub type,Created On, From Date,Regeneration Date, Card Id, Expiry Date, Softkey or any other search criteria and click List.



The search report is shown in the grid.

Note: All the above search reports can be exported to excel by clicking Export Button in the respective search window.