Views & Reporting

How to hide System Views

This article will give some top tips and advanced insight into building views, charts and dashboards.

Fields that are used for Document Generation with the Standard Mercury Doc Gen query.

The process of amending which data columns are visible when previewing information.

How to give users permission to export data from Mercury to Excel.

How to manage Tags in order to achieve more precise Views and Lists of records.

What are Dashboards and how to create them?

A guide to creating a personal Excel template for the Activities, Vacancies, Placements and Shortlists entities.

Generating report templates for Candidate or Client paperwork.

How to locate and edit previously saved queries/views stored in Mercury.

How to share Dashboards with other Mercury users and your colleagues.

How to share dashboard views & charts with other Mercury users.

Short one-liner for the purpose of the article

How to bulk import data into Mercury directly via Mercury CRM's import feature.

How to bulk import data into Mercury via Microsoft Power Apps import feature.

Inputting Merge Codes in Word Documents for when issuing Paperwork.

Advanced find feature

A read-up on changes to Forms for Client, Contacts, Vacancies and Placements.

A read-up on changes to Forms for Clients, Vacancies and Placements.

How to set a Default View.

How to manage List Views which span the entire Table spectrum of Mercury.

How to build a Chart from a View

How to create a List View for Mercury