Understanding Reporting
- 1. ©2010 SugarCRM Inc. All rights reserved. Measure Everything: Building Effective CRM Reports Ryan Meeker 4/19/2010 1
- 2. 4/19/2010 ©2010 SugarCRM Inc. All rights reserved. 2 Objectives The session will enable you to: Understand Reporting Features Understand Report Types Rows and Columns Summation Summation with Detail Matrix Create Reports Modify Existing Reports Schedule Reports for Email Delivery Display report charts on Homepage Questions
- 3. 4/19/2010 ©2010 SugarCRM Inc. All rights reserved. 3 Report Features Reports Wizard Select AND / OR filters for reports with multiple queries Create multiple filter groups Select which filters users can change when viewing a saved report (Run-time) Run a report with multiple groupings of data 30+ out-of-the-box reports! Includes tracker reports
- 4. 4/19/2010 ©2010 SugarCRM Inc. All rights reserved. 4 Report Types Rows and Columns In-depth information in a row and column format Summation Overview of the data, grouped by specific criteria Display results in groups, based on a particular field value Include sum, count, max values for each group Create charts to display the results visually Summation with Detail Like Summation and includes columns of data fields from records of selected modules Matrix Similar to a Summation report Overview of the data displays in a grid Choose from layout options for the grid Display results in up to three group bys