SalesBoom.com allows you to generate reports for most
item types such as accounts, contacts, opportunities etc. The
Generate Reports section of each tab page contains a number of
reports you can run. These reports have predefined search criteria.
All you have to do is click a link to run the report. Other reports
are available on the Reports tab. Click the All Reports link in
the Generate Reports section of an item's home tab page or click
the Reports tab at the top of the page.
Generating
Reports The
Reports tab page contains a
variety of standard reports for leads, accounts, contacts, opportunities
and cases. Also available are administrative reports and reports
that use charts. To generate a report simply click on a report link.
Each report link is followed by a brief description of the report.
Creating Custom Reports
Custom reports allow you to view only the information that is important
to you. You can create reports for leads, accounts, contacts, opportunities,
forecasts, cases, solutions and documents. A step-by-step wizard
guides you through the process. Click
Cancel at
any time to exit the wizard. Click
Save As at any
time to save the report using criteria you have entered to that
point. Click
Run Report at any time to run the
report using criteria you have entered to that point.
- Click the Reports tab located toward the
top of the page. This will take you to the Reports
tab page.
- Click the Add Custom Report button located
to the right of the Customized Reports section.
This will begin the custom report wizard.
- Select the type of data to generate the report for and click
Continue.
Step 1: Select the report format, Summary
or Tabular. Tabular reports display an ordered
list of records matching your specifications. Summary reports
allow you to group the report results. See Step 4 for more information.
Once you have selected the report format, click Continue.
Step 2: Select the data fields you want displayed
in the report. Use the Select All and Deselect
All links, located in the upper right corner of each
data field section, to select and deselect all options. Click
Continue when ready.
Step 3: Select summary information, if any,
and click Continue.
- Row Count: Gives total number of duplicate
rows or records.
- Annual Revenue: You can choose to display
the accumulative, average, largest or smallest value found
in the Annual Revenue field.
- No. of Employees: You can choose to display
the accumulative, average, largest or smallest value found
in the No. of Employees field.
Step 4:
- Tabular Step 4: Select a column(s) to
sort the report by. Then choose to either sort in ascending
(a-z, 1-10 etc.) or descending (z-a, 10-1 etc.) alphabetical
order. Click Continue when ready. The report
will be sorted according to the first column you specify.
If identical entries in that column are found they will
be sorted by the second column you chose and so on until
the last specified sorting column is reached. The report
can be sorted by up to four columns.
- Summary Step 4: Using the provided drop
down boxes, specify how you would like to group the report
data. You can group the data by up to three columns. Suppose,
for example, you choose to group by two columns, Lead Owner
and then Industry. Records with identical lead owners will
be grouped together first. Then, within each lead owner
group, records with identical industries will be grouped
together. You can select to sort the groupings by ascending
or descending alphabetical order. Leave the drop down boxes
as --None-- if you do not want to group
your report.
Step 5: Select any filters you want to apply
to the report, if any. This is the last step of the wizard.
Your custom report will be executed when you click Continue.
See Also:
Filtering
Custom Reports and Views
- The results of your custom report are now displayed. Click
the Save As button if you want to save your
custom report. This will take you to the Custom Report
Save page.
- Enter a name for the report in the Report Name
field. Add a Report Description as well if
you wish. Click the Save button to save your
custom report.
Editing and Deleting Custom Reports
- Click the Reports tab located toward the
top of the page. This will take you to the Reports
tab page.
- Currently saved custom reports are listed under the Customized
Reports section.
Edit
- Click the Edit link located to the left
of the report you want to edit.
- Follow the step-by-step wizard to make changes to the
report. You can Continue through the wizard
until you reach the Custom Report Result
page. This page displays the results of the report using
the changes you just made. Otherwise you may:
- Save your progress at any time by clicking the Save
button.
- Run the report at any time by clicking the Run
Report button.
- Save the report under a different name at any time
by clicking the Save As button.
- Cancel making changes at any time by clicking the
Cancel button.
- Click the Save button to save the changes
to the custom report. Click Cancel to abort
making changes.
See Also: Creating
Custom Reports
Delete
- Click the Delete link located to the left
of the report you want to delete.
- A dialog box will pop up prompting you to confirm deletion.
- Click OK to delete the custom report.
Click Cancel if you do not want to delete
the report.
Filtering
Custom Reports and Views
When creating a custom report or view there is an option to enter
filtering criteria to assist in locating specific data. All items
of the specified data type will be searched. For example, you are
creating a custom Lead report. All leads will be searched using
the parameters you specify. The filter setup is Step 5 when creating
a custom report and Step 2 when creating a custom view. Here is
how to use the filter:
- Choose a Column Name. You can set a filter
for up to 5 columns. Select which columns you want to apply
the filter to using the Column Name drop down
boxes. The column name is the data field that will be searched.
It could be an account name, contact name, phone number, creation
date etc. The value you enter in the Value
field will be compared to the values stored in the column that
you choose, using the filter you choose.
- Next, select a filter type from the Filter
drop down box. The filter determines how the search is performed.
It is not case sensitive.
- Finally, enter the Value that you are searching
for. If you are searching for a last name of Smith, enter Smith
or smith. Although the search is not
case sensitive, you must enter the value in the proper format.
Dates must be in the format of yyyy-mm-dd.
If searching for a phone number in the format of 000-0000,
a match will not be found if the phone number is formatted as
(000) 000-0000 or 000
0000.
Sorting
Reports and Views Summary lists, search results and generated
reports can be sorted in alphabetical order by column. To perform
a sort, click on a column title. The list will be sorted in alphabetical
order according to the column you chose. An ascending icon (
) will appear beside the column title to show that the list is sorted
in ascending order. Click the column title again to sort the list
in reverse alphabetical order. A descending icon (
) will appear next to the column title to show that the list is
sorted in descending order.
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