Creating New Reports
Summary
Creating a new report uses these basic steps:
- Pick the area of the CRM you want the report to cover.
- Select the Fields you want in the report.
- Add any Filters to apply to the data that appears in the report.
- Choose which column the report will Sort By.
- Create the Summary by choosing what kind of calculations to use to generate stats, and how to group that data.
- Choose a chart to display the Summary data on in the Visualization tab.
Instructions
In the Reports workspace, click the Add Report button.
Choose the subject you want to generate a report for.
Select either Blank Report (recommended) or a template based on an existing report.
If you selected a template, the report data is populated immediately. Skip the remaining steps in this procedure and edit the report parameters as needed.
Enter a meaningful name for the report, and, optionally, provide a description.
Details Tab
Choose which fields will be shown in your report. Each one you choose will form a column in the report.
Choose which filters to use in order to display the data you want in this report. Each time you pick a filter, choose its operator and value(s) as needed.
Select the field for the report to sort by.
To switch the direction the report sorts the chosen field (between ascending or descending), click Order.
To limit the results set, enter the number of item rows that you want to display in the Count field.
Summary Tab
The Summary Tab displays statistical information about the report. You need to decide what statistical information it will display.
By default, the statistical information will be about the subject area of the report that you choose at the beginning of this process.
For Example:
Add Groupings lets you choose another subject for the statistical data to be based on.
For Example, in a household report, setting a grouping of “Status” would generate statistical information about the statuses of households.
Add Calculations lets you choose how the report will generate statistical information about the groupings you have chosen.
Visualization Tab
This tab will display the statistical information from the Summary Tab in an easy-to-understand chart or graph.
Choose the type of graph you want to use.
Then follow the prompts on the left to choose how the information will be displayed in the graph.
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