Report Writer

Writer. With CRM On-Demand, you can determine personalized system reports on any information in the database. A library of pre-built reports is available, or you may create new ones. Users must have appropriate permissions to use the Reports module.Reports are broken into categories for ease-of-use. All Reports shows every report listed in alphabetical order.

How to View an Existing Report:

1. Click Reports under Quick Links on the left side of the page
2. Select the Report Category or use All Reports
3. Click the Report Name. Your report will open.

Note: As an alternative, you may access Reports under the ‘Additional’ tab in the header bar.

How to Export a Report:

After viewing your report you may print it, or save it as a PDF, Excel, CSV or RTF file.

1. Click the desired file format
2. Click Save
3. Select a folder on your local hard drive or network
4. Close the report

How to Edit a Report:

1. When viewing your list of reports, note the far right column “Edit/Delete”
2. If the pencil and “x” are blue you may edit or delete these reports.# Grayed-out reports are system reports that can not be changed or removed.
3. Click any blue pencil icon to edit the report.
4. See ‘How to Create a Report’ for instructions on building and changing the report.

How to Create a Report

1. Click Reports under Quick Links on the left side of the page
2. Select the Report Category or use All Reports
3. Click New Report

Note: It is recommended, but not required, that you put the report in the Module Section it applies to (i.e., Accounts, Sales,…). It will be easier for other users to find it.

Report Type:

Select Tabular or Summary as desired. Summary will provide subtotals by groupings.

Selecting Report Fields:

1. Click the fields in the Available Fields column while holding the CTRL key down.
2. 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.
3. 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:

1. Numeric fields from your selection will be available for totals and sub totals
2. Click the ‘Fields to Total’ tab
3. Check off the type of calculation preferred.
4. If you selected Tabular report type, leave these blank

Using Field Alias

1. You may rename any field in your report
2. Click the ‘Field Alias’ and enter a new label for any field desired (i.e. Entity = Company Name)

Entering Report Criteria

1. This is the most important part of building an accurate report
2. Select the Record type of the first criteria item. This refers to the table that data resides. Example: City or State would be in the Entity table where the account address and other company information resides, Projected Close Date would be in the Opportunity module
3. Now select the Field
4. Select the Condition
5. Enter the criteria

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 as shown on the second row below, with any combination of ‘Less Than’ or ‘Greater Than’ as a conditions (use multiple rows for less than 90 greater than 60, e.g.). Use ‘Next xx days’ as criteria format. (30, 60, 90)

Errors

In the event your report has errors or shows a blank page, it is likely that you have not selected data from the proper module(s). Check the settings in your report and be sure you have selected the proper modules and respective fields.

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