Report Writer - Revision history

J.collier at 22:10, 2 December 2012

2012-12-02T22:10:08Z

2012-12-02T22:09:33Z

2012-12-02T22:02:12Z

Entering Report Criteria

2012-12-02T22:01:30Z

Entering Report Criteria

2012-12-02T21:54:08Z

Using Field Alias

2012-12-02T21:52:02Z

Selecting Fields to Total

2012-12-02T21:51:37Z

Selecting Fields to Total:

2012-12-02T21:47:05Z

Selecting Report Fields:

2012-12-02T21:46:18Z

Selecting Report Fields:

2012-12-02T21:40:09Z

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 [[File:ScreenHunter_91 Sep. 25 15.09.jpg]]
 == Selecting Report Fields ==
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 # When all desired fields have been selected, click '''Add'''. These fields will be in your report. You may edit this at any time using '''Add''' and '''Remove'''.
 # To rearrange the order of appearance, select a field and use '''Up''' or '''Down''' buttons. The order will appear left to right on the final report.
 == Selecting Fields to Total ==
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 # Click the '''Fields to Total''' tab. ''The Fields to Total page displays.''
 # Check off the type of calculation preferred.
 == Using Field Alias ==
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 # Click the '''Field Alias''' tab. ''The Field Alias page displays.''
 # Enter a new label for any field desired (i.e. Entity Name = Company Name).
 == Entering Report Criteria ==
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 For “floating” days where the date is within the “Next 60 Days” from today,  use the '''Period''' field with any combination of "Equals" or "Contains" as a condition.
 == Errors ==

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 # Click '''Save & Run''' or '''Save & Close'''.
-This row selects Opportunities that have a probability of greater than 50%. Add additional rows for very specific and valuable business reports.
-For "floating" days where the report always contains the “Next 60 Days” from today,  use the '''Period''' field with any combination of Less Than or Greater Than as conditions (use multiple rows for less than 90 greater than 60, e.g.). Use ‘Next xx days’ as criteria format. (30, 60, 90)
+== Tips for Entering Date Criteria ==
 == Errors ==

@@ Line 51: / Line 51: @@
 Example: To find sales data for a particular range of dates, choose '''Opportunity''' as your '''Record Type''' then select the '''Estimated Close Date''' field.
 # Click the '''Criteria''' tab. The Criteria page displays.
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 This row selects Opportunities that have a probability of greater than 50%. Add additional rows for very specific and valuable business reports.
 For "floating" days where the report always contains the “Next 60 Days” from today,  use the '''Period''' field with any combination of Less Than or Greater Than as conditions (use multiple rows for less than 90 greater than 60, e.g.). Use ‘Next xx days’ as criteria format. (30, 60, 90)
 == Errors ==

@@ Line 46: / Line 46: @@
 == Entering Report Criteria ==
-#  This is the most important part of building an accurate report
+This is the most important part of building an accurate report: indicating the type of data for report. You will have access to fields in the main module as well as the related modules you selected.
-.	To Create a New Report, click the ‘New Report’ button
+Example: To find accounts in a particular city or state, choose '''Entity''' as your '''Record Type'''; this is where the account address fields and other company information resides.
-.	You may begin building your own search and selection criteria, very similar to creating a Saved Search.
+This row selects Opportunities that have a probability of greater than 50%. Add additional rows for very specific and valuable business reports.
+For "floating" days where the report always contains the “Next 60 Days” from today,  use the '''Period''' field with any combination of Less Than or Greater Than as conditions (use multiple rows for less than 90 greater than 60, e.g.). Use ‘Next xx days’ as criteria format. (30, 60, 90)
 [[File:ScreenHunter_92 Sep. 25 15.10.jpg]]
 == Errors ==

@@ Line 40: / Line 40: @@
 == Using Field Alias ==
-# You may rename any field in your report
+Field Aliases are custom column headings. You may rename any or all fields in the report. However field aliases are not currently supported for fields that have been selected as group headers.
-# Click the ‘'''Field Alias'''’ and enter a new label for any field desired (i.e. Entity = Company Name)
 == Entering Report Criteria ==

@@ Line 27: / Line 27: @@
 [[File:ScreenHunter_91 Sep. 25 15.09.jpg]]
-== Selecting Report Fields: ==
+== Selecting Report Fields ==
 # Click the '''Fields''' tab. ''The Fields page displays.''
 # Click the desired report fields in the '''Available Fields''' column while holding the CTRL key down.

@@ Line 28: / Line 28: @@
 == Selecting Report Fields: ==
-# Click the fields in the '''Available Fields''' column while holding the CTRL key down.
+# Click the '''Fields''' tab. ''The Fields page displays.''
-# When all desired fields have been selected, click Add. These fields will be in your report. You may edit this at any time using Add and Remove.
+# Click the desired report fields in the '''Available Fields''' column while holding the CTRL key down.
-# To rearrange the order of appearance, select a field and use Up or Down buttons. The order will appear left to right on the final report.
+# When all desired fields have been selected, click '''Add'''. These fields will be in your report. You may edit this at any time using '''Add''' and '''Remove'''.
 == Selecting Fields to Total: ==

← Older revision		Revision as of 21:40, 2 December 2012
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−	The Report Writer is used to create new reports or to modify existing editable reports. The Report Writer guides you through a series of ~~dialog~~ in which you name your and describe your report, select the modules that contain the data you want to report against, and choose the report criteria.	+	The Report Writer is used to create new reports or to modify existing editable reports. The Report Writer guides you through a series of dialogs in which you name your and describe your report, select the modules that contain the data you want to report against, and choose the report criteria.

	== Naming the Report and Selecting Modules ==		== Naming the Report and Selecting Modules ==