Working with reports

Working with reports

Create Reports

Part 1: To select a module and the cross-functional modules

  1. Click the Reports tab.
  2. In the Reports Home page, click Create Report.
  3. In the Create Report page, do the following:
    • Select the primary module from the drop-down list.
    • Select the cross-functional modules from the Related Modules list box.
      You can use the fields from the Related Modules in defining the criteria, in adding columns in your report and select columns to total.
  4. Click Continue.

Part 2: To select the report type

  1. In the Create Report page, under the Report Type tab, select one of the following report options:
    • Tabular Report
    • Summary Report
    • Matrix Report

Part 3: To select the report columns

  1. In the Create Report page, click Columns tab.
  2. Do the following to select the columns to be displayed in your report:
    • Select the columns from the Available Columns list box.
    • Click Add.
    • The columns will be added to the Selected Columns list box.
    • Use the Up and Down arrow keys to sort the display order of the columns.
    • Select the column name and click to delete the selected column.
  3. Click Save.
    In the pop up window, specify the Report Name, Description, and Report Folder details.
  4. Click Run to save the report first, and then run it.
  5. Once you have selected the report columns, click the Grouping tab if you are using Summary Report otherwise click the Columns to Total tab (Refer to Step 5 ).

Part 4: To group report columns

Note

  • The system will display the column names (in the Columns tab) only for those modules that you select here.
  • In the Create Report page, click the Grouping tab.
    This tab will be available only when you select Summary Reports under the Report Type tab.
  • In the Grouping page, you can group the records based on the grouping criteria that you specify.
  • Select the values from the respective lists.
  • Select Ascending or Descending from the list.

Part 5: To select the calculation functions

  1. In the Create Report page, click the Columns to Total tab.
  2. In the Columns to Total section, select the required calculation functions ( Sum, Average, Lowest Value, Largest Value ).

Part 6: To specify advanced sorting filters

  1. In the Create Report page, click the Criteria tab.
  2. In the Criteria section, select the additional criteria for the report.
  3. Once you have completed the report customization, do one of the following:
    • Click Run to preview the report.
    • Click Save.
    • Click Cancel.

Note

  • You can also use a Record's Created By and Modified By fields to define a criteria.

Part 7: To save report in folder

  1. In the Create Report page, click Run or Save.
    Note, that you can run the report only after you save it.
  2. In the Save Report dialog box, do the following:
    • Enter the Report Name.
    • Enter the Description of the report.
    • Select the Report Folder in which the report has to be stored.
  3. Click Save.

To edit criteria patterns

  1. Click the Reports tab.
  2. From the list of reports, click the Customize link for the corresponding report in which you want to edit the criteria pattern.
  3. In the Customize Report page, click the Criteria tab.
  4. Review your existing criteria and click the Change Pattern link.
  5. In the Pattern Editor box, modify filters and click the Save link.
  6. Save the modified report.

Create Report Folders

By default, reports are stored in different categories. You can create personal or public folders to store the frequently used reports in a common folder for easy access.

To create report folders

  1. Click the Reports tab.
  2. In the Reports home page, click Create Report Folder.
  3. In the Create Report Folder page, do the following:
    • Enter the Folder Name.
    • Enter the Folder Description.
    • Select Accessibility Details:
      • All Users are allowed to view this Report Folder: Select if you would like to enable the folder access for all the users.
      • Show this Report Folder only to me: Select if you would like to enable the folder access only to you.
      • Allow the following users to view this Report Folder: Select the users or user roles that can access the folder.
  • Click Save.

View Reports

To access standard reports in the Reports tab click the specific report (For example, Contact Mailing List from the Accounts & Contacts Reports) from the Reports folder (for example, Accounts & Contacts Reports, Potentials reports, and others).

To view the report

  1. Click the Reports tab.
  2. In the Reports Home page, click the required reports group.
  3. From the list of reports that are displayed, click the required report's link.
  4. Click the Edit link to modify the Report Name, Folder details and Description of a report.
  5. Click the Customize link next to the report to customize the report.
  6. In the Reports page, you can do the following:
    • Export: Use this option to export and save the report in Excel, PDF, or CSV format in your local drive.
    • Save As: Use this option to save the report with a new name. This option is useful when you filter a specific set of data and save it for future reference.
    • Customize: This feature is used to customize the report with regards to the report types, columns, grouping, filter criteria in the report, etc.
    • Reload: Use this option to update or refresh the contents of the page.
    • Hide Details / Show Details: Click Hide Details to hide the details of the report and click Show Details to see the hidden details of the report.
    • Create Chart: This feature enables you to create charts, (such as Bar diagrams, Pie charts, Line charts, Funnel charts) based on the selected report details.
  7. Do one of the following, and then click Apply Filter to view reports based on the filter options specified:
    • Select Last Created Time or Last Modified Time from the Column list.
    • Select the option from the adjacent list. ( Next FQ, for example).
      On selecting this option, the system will automatically display the Start and End date in the respective boxes.
    • Enter the Start Date and the End Date in mm/dd/yyyy format, or select the date from the calendar displayed.

Delete Reports

Periodically, you may delete some of the unnecessary reports. Please note that you can delete the reports created only by you. Also, you need to have the Manage Reports and Dashboards permission in you profile.

To delete reports

  1. Click the Reports tab.
  2. In the Reports home page, click the Del link corresponding to the report that you want to delete.

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