Using the Reports Module

Derek Torres
Derek Torres
  • Updated

Important Note: NorthBoundary is now SalesManager. SalesManager retains all of the customer relationship management and proposal automation benefits of its predecessor, allowing you to create proposals, manage your sales funnel, win and retain top customers. To read more about this exciting change, click here.

 

The Reports module can be used to export data from SalesManager, formerly known as NorthBoundary. Note that only scheduled reports can be used to export data through an API tool like Postman. For more information regarding how to generate an API token, please review our Generating and Saving an API Token article.

 

Using the Reports Module

  1. In the sidebar, click on the Reports tab.
  2. From the Reports Menu, click on the relevant report type.
  3. If available, click on Column Editor to view additional columns and modify the column order.
  4. To add a new field, click on the field under Available Fields and click on the right arrow. To remove a field, click on the field under Selected Fields and click the left arrow.
  5. To change column order under Selected Fields, click on the column name and the up/down arrows.
  6. When complete, click Save.
  7. Click on Print to generate a PDF.
  8. Click on Export to create a spreadsheet version.

Creating a new Scheduled Report

  1. On the Reports Page, click on New Schedule to create a new schedule.
  2. Select the Divisions, Profit Centers, and Organizations/Users to report on.
  3. Specify the Report Name, Report Template, Schedule, and other report parameters.

    Note: If the report should not be scheduled, the Active tab can be unchecked.

  4. Optionally, specify email parameters if the report will be emailed from the system.
  5. Click Save.
  6. Once saved, the report can be printed as a PDF, emailed, exported as a spreadsheet, and used remotely.

Accessing the Report API

  1. On the Reports Page, click on SCHEDULED REPORTS.
  2. Click on an existing scheduled report.
  3. Click on Get API URL.
  4. Copy the URL that appears in the text field to use for a GET request.

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