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.

 

Reports_choosemodule_addreport

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.

 

Reports_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:

Begin and end dates
Source
Probability
Stage
Subject

You can generate reports in the following formats:

PDF
HTML
CSV
Excel

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.

 

Reports_parameters_addreports

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.

 

Reports_queued

Figure 4 Report Queued

Consider another example. If you select the Accounts module, a report list page is displayed, as shown in Figure 5.

 

reports_accountsmodulelist

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.

 

report_activityplan_parameterpage

Figure 6 The Parameters Page

This page enables you to select the following details:

Date Range - Enables you to select relative date ranges for the reports from the following options:
All - generates a report with all the action plan activities for each account.
Today - generates a report with action plan activities for each account for the current day.
Last 24 hours - generates a report with action plan activities for each account for the last 24 hours.
Last 48 hours - generates a report with action plan activities for each account for the last 48 hours.
Last 7 days - generates a report with action plan activities for each account for the last 7 days.
Last 14 days - generates a report with action plan activities for each account for the last 14 days.
Last 30 days - generates a report with action plan activities for each account for the last 30 days.
This Year - generates a report with action plan activities for each account for the current year.
Custom - generates a report with action plan activities for each account for a specified date ranges.
Submitted From and Submitted To - These options enable you to select the date range using the date widget, as shown in Figure 7. This option is enabled only if you select Custom as the parameter for Date Range.

 

report_datewidget

Figure 7 Specifying the Custom Date Range

 

Settings - Select Save this criteria for generating future reports, if you want to save the parameter settings for future reports.
Subject - Enter a subject for this report.
Report Type - Specify the report type.

After entering the required details, click Generate Report. The Report Queue page is displayed, as shown in Figure 8.

 

report_reportqueue

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.

 

reportqueue

Figure 9 Viewing the Report List

Click action_icon and select Download PDF to download the report. Select View as PDF to view the report or Delete to delete the report.