To create a New Report click the button New Report at the top of the Reports screen (Menu option, Tools > Reporting).
You will be taken through to the Basic Details page -
Here you will need to name the Report, this must be unique.
Add a description if you need to, select the Area you want the Report to collect results from -
Option | Description |
Selected Area | You will need to select the Area from the list, you can select more than one Area. |
Current Area | The report will collect results from the Area the User that has selected to run the Report is working in. |
All Active Areas | The report will collect results from all active Areas in the system. |
All Areas | The report will collect it is results from All Areas in the system whether they are active or inactive. |
Select the folder you want to save the report under, if the correct folder is not there you will need to create it before creating the Report. Please click here for more information on this.
Select the 'List' from the style drop-down.
Click the Next Step button to continue.
Select Fields
The left-hand column shows around 600 fields from the database split into folders.
Click the header title to open a folder and view fields.
To select a field just single-click it.
To deselect a field click the delete button.
Change the default field heading by typing the desired text in the Heading column.
To reorder the fields simply drag and drop the fields in the desired order.
To prevent a field from showing on the Report tick the box for Hide. For example, if you wanted to set your record selection based on the "Last Save Date" but you did not want that field on the Report.
Click here for information on special formatting of date fields.
Click the Next Step button to continue.
Selection Criteria
The selection criteria step is like a filter, it will refine the results to only show what you would like to see.
To learn more about the Selection criteria please click here.
Click Next Step to save the changes made here.
Then click the View Report link to view the Report.
Check the Report to see if the results displayed are what you were looking for. If you are not quite getting what you wanted please get in touch with Customer Success Support and they will be able to help further.
Group, Sort and Sum Functions
You can sort the results to make it easier to read them in the Report.
For example, you can sort by the Account Name which would order them alphabetically making it easier to find a specific Account.
The Group By and Summary Functions are not applicable to List type Reports.
