Designing a Report

Reports can  be built from any data in the CRM system.

Please have a look at the Video Training on report building.

To build a report choose the lefthand navigator called Reporting. Inside the Reporting Menu you may click on Create View. This opens up the View Builder.

As you see the window contains an area with tabfolders (to the left) and a list of database tables (to the right), The idea is that you choose the data to be used in the report, by selecting from the right hand list (drag and drop or double click). The data-tables will appear in the left hand area, and you can actively choose the actual fields to use in the report.

Let us create a quick report of all companies in the city of Herning:

We have chosen the data source ccrm.CompanyBasic_US. Under the Querybuilder in the left hand side of the screen we have selected some fields from the data source. In the Criteria section we have made sure that the criteria for City = "Herning". The report is almost done, and we can observe the result under the folder View.

Here we see what the report is going to look like. We can modify the look of the list. We do not want to show the Company ID - we want it among the data since it allows us to have a navigational report (when clicking on a company in the list the Company window will open. To hide the Company ID - right click on the column title.

This looks nicer, and now we can save the report. Click save and fill in the fields.

The Report shjould have a name and a group since you might end up with many reports. Usefull also is to pick an Icon and maybe also a securtiy level for the report. Security levelis relevant if you remove the mark for "Personal". Doing so will make the list public in the system, but if you have given it a security level only users with access rights over the level you have chosen are able to see the report.

Once you press OK, the report is available in the lefthand navigator. Always with fresh data.

Page url: http://www.channelcrmhelp.com/index.html?net_reportingbuildreport.htm