> For the complete documentation index, see [llms.txt](https://docs.a1erp.digiwin.com/crm/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.a1erp.digiwin.com/crm/6.-guan-li-bao-biao.md).

# 7.管理報表

提供洽談記錄表查看業務洽談狀況的資訊

開啟【管理報表】點選【洽談記錄表】

![](https://30719808-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LhIfee7l3vCxKrpN0_f%2F-Lk7l3ZBND5y2hPSrVga%2F-Lk7qPUTf0JkgNJwhvC9%2F2019-07-19_140917.png?alt=media\&token=50b5048c-8d7e-433d-80fa-65a527094f37)

進入報表會預帶當月的洽談資訊，可依您要查看的資料選取條件，再按【查詢】查找資料

![](https://30719808-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LhIfee7l3vCxKrpN0_f%2F-Lk7l3ZBND5y2hPSrVga%2F-Lk7uAlW06Oo0vmm9MWl%2F2019-07-19_142514.png?alt=media\&token=8ae9ca43-ce43-4a5c-9b90-357f84856063)

按【列印】在系統右邊頁籤會產生PDF預覽畫面，可下載另存檔案或直接列印

![](https://30719808-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LhIfee7l3vCxKrpN0_f%2F-Lk7l3ZBND5y2hPSrVga%2F-Lk7xQcmn7YC03dvDPNq%2F2019-07-19_143908.png?alt=media\&token=8901bec3-5551-419f-88d5-57cb77b81b82)

【轉出】即為轉出Excel資料，可選擇【轉出查詢資料】或【轉出報表格式】

![](https://30719808-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LhIfee7l3vCxKrpN0_f%2F-Lk7l3ZBND5y2hPSrVga%2F-Lk7xpsvpdoxiJu8Zzcx%2F2019-07-19_144110.png?alt=media\&token=d7ef5293-66eb-4675-b85e-1336d9092734)

【轉出查詢資料】將查詢到的資料轉為Excel

![](https://30719808-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LhIfee7l3vCxKrpN0_f%2F-Lk7l3ZBND5y2hPSrVga%2F-Lk7y4uD9QzIWcbV7p8v%2F2019-07-19_144259.png?alt=media\&token=7b3b35ac-2e0b-452b-986e-df51b6bca280)

【轉出報表格式】樣式如下

![](https://30719808-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LhIfee7l3vCxKrpN0_f%2F-Lk7l3ZBND5y2hPSrVga%2F-Lk8-b68_oF90lccJ0nj%2F2019-07-19_145401.png?alt=media\&token=ea3261f3-be29-45df-b2c7-23564a666312)

可