©2010 SugarCRM Inc. All rights reserved.<br />Measure Everything: Building Effective CRM Reports<br />Ryan Meeker<br />4/1...
4/19/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />2<br />Objectives<br />The session will enable you to:<br />U...
4/19/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />3<br />Report Features<br />Reports Wizard<br />Select AND / ...
4/19/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />4<br />Report Types<br />Rows and Columns<br />In-depth infor...
4/19/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />5<br />Demonstration<br />
Questions<br />4/19/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />6<br />
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Understanding Reporting

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Understanding Reporting

  1. 1. ©2010 SugarCRM Inc. All rights reserved.<br />Measure Everything: Building Effective CRM Reports<br />Ryan Meeker<br />4/19/2010<br />1<br />
  2. 2. 4/19/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />2<br />Objectives<br />The session will enable you to:<br />Understand Reporting Features<br />Understand Report Types <br />Rows and Columns<br />Summation<br />Summation with Detail<br />Matrix<br />Create Reports<br />Modify Existing Reports<br />Schedule Reports for Email Delivery<br />Display report charts on Homepage<br />Questions<br />
  3. 3. 4/19/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />3<br />Report Features<br />Reports Wizard<br />Select AND / OR filters for reports with multiple queries<br />Create multiple filter groups<br />Select which filters users can change when viewing a saved report (Run-time)<br />Run a report with multiple groupings of data<br />30+ out-of-the-box reports!<br />Includes tracker reports<br />
  4. 4. 4/19/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />4<br />Report Types<br />Rows and Columns<br />In-depth information in a row and column format<br />Summation<br />Overview of the data, grouped by specific criteria<br />Display results in groups, based on a particular field value<br />Include sum, count, max values for each group<br />Create charts to display the results visually<br />Summation with Detail<br />Like Summation and includes columns of data fields from records of selected modules<br />Matrix<br />Similar to a Summation report<br />Overview of the data displays in a grid<br />Choose from layout options for the grid<br />Display results in up to three group bys<br />
  5. 5. 4/19/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />5<br />Demonstration<br />
  6. 6. Questions<br />4/19/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />6<br />

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