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Getting Started With Reporting


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As a newer Sugar user, one of the most critical features you will use everyday is Reports. We will provide you with basic information about the Reports Module, show you how to get started using Reports and update you on enhancements we're planning for future releases of Sugar.

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Getting Started With Reporting

  1. 1. GETTING STARTED WITH REPORTING Bryan Leung Senior Professional Services Consultant SugarCRM @TwitterHandle #SugarCon
  2. 2. Overview: ▪ Data Analysis ▪ Reporting Features ▪ Report Types ▪ Demonstration ▪ Best Practices ▪ The future of Reports
  3. 3. Data Analysis Marketing • Targets • Target Lists • Campaigns • Leads Sales • Leads • Accounts • Contacts • Opportunities Support • Cases • Bugs $$  ✉
  4. 4. Reporting Features ▪ Group, organize and extract data for analysis ▪ Create detailed row by row reports ▪ Create summation reports to group and summarize data ▪ Create matrix reports to display results in a grid format ▪ Schedule a report to run and have it delivered to you via email
  5. 5. 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 – Display results in up to 3 group bys
  6. 6. Row and Column
  7. 7. Summation Report Chart Types: No Chart Horizontal Bar Vertical Bar Pie Funnel
  8. 8. Summation with Details
  9. 9. Matrix Report 2X1 1X2
  10. 10. DEMONSTRATION Creating a report
  11. 11. Best Practices  When new to creating reports, plan out your report on paper first.  When adding a new field in Studio, it might not show up in Reports right away. You might need to close your browser and reopen.  Create a Role for all users that doesn’t allow anyone to Edit or Delete other user’s reports.  Instead of creating reports from scratch, copy an existing report.
  12. 12. Future of Reports  Enhanced Sorting and Grouping Options  Ability for users to schedule and publish reports to others  Ability to summarize the Activity data from multiple modules ( Calls, Emails, Meetings, Notes and Tasks)  Enhanced relationship handling
  13. 13. THANK YOU @TwitterHandle #SugarCon