Sugar U: Session 2: Creating Reports in Sugar
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Sugar U: Session 2: Creating Reports in Sugar

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This session will focus on what you should measure in Sugar and how. Andrea Johnson will detail how to use and modify standard reports, create and share custom reports, take advantage of run time ...

This session will focus on what you should measure in Sugar and how. Andrea Johnson will detail how to use and modify standard reports, create and share custom reports, take advantage of run time filters and use the Reports Wizard. Learn how to get the most out of the deep reporting capabilities inside Sugar, and come away from this session a power reports user.

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Sugar U: Session 2: Creating Reports in Sugar Presentation Transcript

  • 1. Sugar U.Creating Reports in Sugar
  • 2. Andrea JohnsonSenior Professional Services Consultant ©2011 SugarCRM Inc. All rights reserved. 2
  • 3. Agenda This presentation will show you how to… Create Reports Modify Existing Reports Schedule Reports for Email Delivery Export and Print Reports Display report charts on the Dashboard and Home pageTweet: #SCON12 ©2011 SugarCRM Inc. All rights reserved. 3
  • 4. Report Features and Types ©2011 SugarCRM Inc. All rights reserved. 4
  • 5. Reports Features Create Reports using a Report Wizard View created report using the Report Viewer Add Filters 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 Select certain reports as My Favorite Reports Use or modify the 40+ out-of-the-box reportsTweet: #SCON12 ©2011 SugarCRM Inc. All rights reserved. 5
  • 6. Report Types Rows and Columns In-depth information in 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 by” optionsTweet: #SCON12 ©2011 SugarCRM Inc. All rights reserved. 6
  • 7. Creating Custom Reports ©2011 SugarCRM Inc. All rights reserved. 7
  • 8. Creating a Rows and Columns Report1. Select a primary module2. Define Filters Add filters to specify the parameters to select which data is retrieved. Elect filters for related modules3. Choose Display Columns Define the data fields to display in the report result Select data fields to display from related modules4. Enter Report Details Include basic information: report name, assigned to user, teamTweet: #SCON12 ©2011 SugarCRM Inc. All rights reserved. 8
  • 9. Creating a Summation with Details Report 1. Select a primary module 2. Define Filters Add filters to specify the parameters to select which data is retrieved Select filters for related modules 3. Define Group By Determine how the data is grouped and which group by data displays in the chart Unlimited groups Select group by data for related modules 4. Choose Display Summaries Define which data is summarized and displays in the report result Select data from related modules to summarize and displayTweet: #SCON12 ©2011 SugarCRM Inc. All rights reserved. 9
  • 10. Creating a Summation with Details Report (cont.) 5. Choose Display Columns Define the data fields to display in the report result Select data fields to display from related modules 6. Select Chart Options Select the Chart type 7. Enter Report Details Basic information: report name, assigned to user, team Tweet: #SCON12 ©2011 SugarCRM Inc. All rights reserved. 10
  • 11. Demonstration Creating a Rows and Column Report Creating a Summation with Details ReportTweet: #SCON12 ©2011 SugarCRM Inc. All rights reserved. 11
  • 12. Modifying Existing Reports ©2011 SugarCRM Inc. All rights reserved. 12
  • 13. Modifying a Report When you are the assigned to user To modify your existing report Click Edit To modify and create a new report from your existing report Click Duplicate, update selections, click Save When you are not the assigned to user Make changes to the filters to manipulate data or Click Duplicate to create a duplicate report and make changes Make changes, give it a new name, assign it to yourself and the correlating team, and click SaveTweet: #SCON12 ©2011 SugarCRM Inc. All rights reserved. 13
  • 14. Demonstration Modifying ReportsTweet: #SCON12 ©2011 SugarCRM Inc. All rights reserved. 14
  • 15. Scheduling Reports for Email Delivery ©2011 SugarCRM Inc. All rights reserved. 15
  • 16. Scheduling a Report for Delivery Schedule it to run at periodic intervals System runs it automatically and sends it to the Assigned To users email Schedule it from the list view by clicking the - -none- - link in the Schedule Report columnTweet: #SCON12 ©2011 SugarCRM Inc. All rights reserved. 16
  • 17. Demonstration Scheduling a Report for DeliveryTweet: #SCON12 ©2011 SugarCRM Inc. All rights reserved. 17
  • 18. Exporting and Printing Reports ©2011 SugarCRM Inc. All rights reserved. 18
  • 19. Exporting and Printing Reports Exporting Rows and Columns Reports Only Export Button Exports into a .csv file Printing Print as PDF button Print charts All report typesTweet: #SCON12 ©2011 SugarCRM Inc. All rights reserved. 19
  • 20. Demonstration Exporting and Printing ReportsTweet: #SCON12 ©2011 SugarCRM Inc. All rights reserved. 20
  • 21. Displaying Charts on your Home Page ©2011 SugarCRM Inc. All rights reserved. 21 1 2
  • 22. Displaying Charts on the Home page Display report charts on the Home page Click the Add Sugar Dashlets icon on the Home page Click the desired report name on the Chart Tab Add My Favorite Reports to Home pageTweet: #SCON12 ©2011 SugarCRM Inc. All rights reserved. 22
  • 23. Demonstration Displaying Charts on the Home pageTweet: #SCON12 ©2011 SugarCRM Inc. All rights reserved. 23
  • 24. Summary You’ve seen how to: Create Reports Modify Existing Reports Schedule Reports for Email Delivery Export and Print Reports Display report charts on the Dashboard and Home pageTweet: #SCON12 ©2011 SugarCRM Inc. All rights reserved. 24
  • 25. Submit Session Feedback Select the SugarCon Mobile App: 1) Tap on this session 2) Tap on survey 3) Submit your feedback*iPad prizes for attendees who submit session feedback using the Mobile App 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 25
  • 26. #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 26