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Setting up reports and output processes

iMIS Reports and Output Processes tools give you the power to optimize communications within your organization and with outside contacts. The output processes use the current iMIS database and can be exported to a variety of output formats. Use the Reports and Output Processes tools to:

Your iMIS Server .NET administrator and users with the proper security roles can create template reports and output processes. Once these are built, your staff can use these to generate reports and e-mail messages, send MS Word letters to contacts, and export data to Excel spreadsheets or other analysis tools without detailed knowledge of database structure or report configuration.

Output process flow diagram

See Also

Installing Opportunity Management

Creating action plans

Copying action plans

Email merge fields for Opportunities


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