Custom Reporting

The very first day you use SEDONA CRM, there are over 75 ready-made reports providing information on a full range of marketing, sales, account, household, profitability, and product mix information. You can also use SEDONA CRM’s powerful yet flexible report writer, designed to walk you step-by-step through the process of building a report. This allows you to build exactly the reports you need at your bank or credit union.  Additionally, you can:

• work with over 75 ready-made reports starting on day one.
• quickly create custom reports by making simple modifications to the ready-made reports.
• build custom reports from the ground up for unique reporting needs.
• make use of SEDONA’s Custom Report Creation offering to have professional services experts create custom reports for you.

Learn about getting started with SEDONA CRM.
Look through our online demo library.
Contact SEDONA to learn how easy it is to create custom reports in SEDONA CRM to provide the exact information you need to manage customer and member relationships.