CRM Report

I. Overview of CRM Reports

CRM Reports are a critical tracking feature in the ShareCRM system, designed to record all actions performed by Roles within the platform. They provide comprehensive and accurate operational records for customer relationship management, enabling better business process tracking, improved customer service, and enhanced team collaboration.

II. Viewing Reports

Report List Page:
Upon accessing the CRM Reports module, you’ll see a reverse-chronological list displaying recent operational records. Each report includes key information in the following order:

• Operator:
  1. Displays the employee’s nickname if the action was performed by a staff member.
  2. Shows as “System” for workflow/approval flow operations.

• Operation Time:
  Format: YYYY-MM-DD HH:MM:SS

• Action Type:
  Modify, Enable, Claim, Edit, Update Deal Status, Add, Grant, Assign, etc.

• Target Object:
  Includes all preset objects + custom objects.

• Operation Data:
  Specific data instances of the target object.

III. Modification History

In the [Modification History] of object data:
- Default display shows data from the past year (calculated backward from the [Last Modified Time] of the record).
- When scrolling to the bottom, a message appears: “All data prior to XXXX-YY-DD has been displayed” (where the date is derived by counting backward X months from the [Last Modified Time]).
- Click “Load More” to query an additional year of data. When the maximum retrievable range is reached, the system displays: “All data has been loaded.”

picture coming soon:

By default, the system supports querying up to 18 months of data. For extended capacity, contact your account manager for special approval.

IV. Viewing Operation Details

Click any report entry to expand and view detailed information about the operation.

V. Data Export

Supported file formats: UTF-8, GBK, GB2312.

Exported reports include:
- Operator
- Operation Time
- Action Type
- Target Object
- Operation Data
- Details (Object + Content)
- Data ID
- Field Change History

picture coming soon:

VI. FAQs

6.1 Where can I find operation records for deleted objects?

CRM Reports retain operational records of deleted objects.

6.2 Are actions performed via third-party systems (e.g., DingTalk/WeCom) logged in CRM Reports?

Currently, CRM Reports only track operations performed via ShareCRM clients (Web/Mobile). Actions from third-party platforms are not recorded.

6.3 Modification History Display Sequence

For frequent operations within a short timeframe, the display order in Modification History may not reflect the actual sequence of changes.

Reason:
- Report logging and function/process updates are asynchronous.
- Display order does not guarantee chronological accuracy.

Resolution:
Always verify against the actual data values when encountering:
1. Discrepancies between field values and the “Modified Value” in the latest record.
2. New records appearing below earlier process operations in the history.