Viewing existing reports

Viewing existing reports

To view a report, hover over the report in the Reports data table, click the More Actions button   and then click the View Report button  , or double-click the report in the Reports data table.

The data in the Details tab of a report automatically refreshes each time you open a report. However, you may need to click the Update Report button   to refresh the data in the Summary and Visualization tabs.

When viewing a report, you can:

  • Update the report to reflect the latest changes to Gorilla 5 data.
  • Sort the report summary and report details.
  • Transpose rows to columns and columns to rows in the report summary.
  • Export the report's raw data, summary, and visualization. If you are a report administrator, you can export a report's JSON definition.
  • Open details pages in Gorilla 5 by clicking on links for associated objects in the Details tab that have detail data (for example, people, companies, service requests, deals (and other opportunities)). For example, when you are viewing a deals report that uses the Owner field, you can click on an owner's name in the Details tab to open the owner's detail page on the Contacts workspace.
  • Display the report definition version, subject area name, last executed time, and if applicable, the next scheduled run time of the report in the About tab.
  • Schedule reports and send reports by email to a distribution list in the About tab.
  • Click the links for collections   in the Details tab to see the included fields of the collection together with the default collection field.

Viewing fields of a collection

In the Details tab, the collections icon   in the data table indicates that the field is a collection.

Click on the icon to see the fields of the collection that you added to the report.

To add more fields from a collection to a report, you must add the fields to the report in the Add Fields dialog for the report.



    • Related Articles

    • Reports workspace

      The Reports workspace lists all the ad hoc reports you have access to, and all the dashboards that you created. Use this workspace to view, add, edit, or delete reports and dashboards. The Reports workspace consists of the My Reports, All Reports, My ...
    • Exporting reports

      You can export report data to multiple formats, including PDF, HTML, CSV, XLSX, and PNG formats. If you are a report administrator, you can also export a report's definition in JSON format to share it with specific users. To export a report from the ...
    • 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 ...
    • Sharing reports

      You can share a report in two ways: Share the report's URL to enable other Gorilla 5 users to easily access the report Email the report to other users. To share a report's URL You will need to make the report public by selecting the Public radio ...
    • Modifying Reports

      If you have permission to edit a report, you can do so by clicking the Edit Report button in two places: Inside the Reports workspace, when hovering over the report, click the pencil icon on the right. Inside a report, click the pencil icon on the ...