To create a New Report click the New Report button 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 -

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 style as 'Summary' from the 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.

For a Summary Report, you just need to select the field (or fields, but not usually more than 2) for which you want a count of records. For example to see how many Accounts there are in each Status select the field Customer Status in the Account Details section. To set the system to count the records you need to open the Special folder at the top left of the screen and select Record count (as in the above screenshot).

Click the Next Step button to continue.

Selection Criteria

Very often you may leave the Selection Criteria blank, but sometimes you may wish to make a selection, for example on a date or status.

The Selection Criteria step is like a filter, it will refine the results to only show what you would like to see.

Click the Next Step button to continue.

Group, Sort and Sum Functions

Select the field you want to group in the Group By section, do not select Record Count. For example, I would select Customer Status as I want to have the grouped total of each Customer Status on an Account currently.

Additionally, select the field(s) in the Sort By section. If you select something to be grouped by, it automatically sorts by that field also.

You can sort the results to make it easier to read them in the Report.

For example, you can sort by Customer Status which would order them alphabetically making it easier to find a specific Account.

In most cases, you can ignore the Summary Functions. For Record Count select the field Record Count in the Special section on the Field Selection page. If you find you can not do what you want contact Customer Success Support for advice.

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.