The CRM module contains a query builder / custom report option, which you will find under CRM > Custom reports. These are initially requested by you from Tengo (contact us choosing ‘other’ on the homepage if you need any adding). The module is FOC with 2 free reports per client, and then we charge for the time in creating additional reports for you, usually a small nominal fee. The listings screen is shown below, select the report you want and click the blue > (play symbol).
When the report loads, press play again to run it (you may be able to edit things like dates or query items, instruction will have been provided in that case).
As with all reports, you can then export them using the usual icons.
Related search terms: Bespoke reports, bespoke queries