Creating Reports |
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To create a new report, click Add located at the top on the menu bar, or click the Add a Report link, as shown in Figure 1 (Viewing Report Queue). Clicking Add displays a page allowing you to select from the modules for which reports are available, as shown in Figure 1. Clicking a module name displays a page listing all the available reports for that module. The base system is delivered with numerous reports covering all the modules.
Figure 1 Select Module to Add Report For example, if you select the Pipeline module, a report list page is displayed, as shown in Figure 2. You can select a report from the list.
Figure 2 Reports List The page lists the report titles and a short description for each report. Click a report name and the Parameters page is displayed, as shown in Figure 3. On this page, you can enter:
You can generate reports in the following formats:
Select the option Save this criteria for generating future reports, if you want to save the parameter settings for future reports. After entering the required details, click Generate Report.
Figure 3 Report Parameters/Generate Report Clicking Generate Report displays a page confirming that the report has been added to the queue. You can view the report queue on your dashboard by clicking View Queue, as shown in Figure 4.
Figure 4 Report Queued Consider another example. If you select the Accounts module, a report list page is displayed, as shown in Figure 5.
Figure 5 Viewing the Report List - Accounts Module For example, select the option Action Plan Activity, as shown in Figure 5. The Parameter page is displayed, as shown in Figure 6.
Figure 6 The Parameters Page This page enables you to select the following details:
Figure 7 Specifying the Custom Date Range
After entering the required details, click Generate Report. The Report Queue page is displayed, as shown in Figure 8.
Figure 8 Viewing the Report Queue Click View Queue to access the list of generated reports and the reports scheduled to be processed by server, as shown in Figure 9.
Figure 9 Viewing the Report List Click |