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Reporting Module Overview

Legrand CRM enables you to track and manage all Activity Notes, Calendar Events and Tasks to use for reporting. Use the filters and search tool to find specific records. You can filter by date, account manager, activity tag, type, tags or enter a search. 

Once you select a Calendar Event, you can copy the record to clipboard, export to Excel, export to PDF or print the record. In addition, you can configure the column visibility for Calendar Events to show or hide specific information.  

Updated on 12 June 2024
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