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 it is 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 'Pivot Table' from the style drop-down.
Click the Next Step button to save and continue.
Field Selection.
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 Pivot Table Report, you just need to select the fields (usually 2) for which you want a count of records. For example, to see how many Accounts there are in each Owner / Status combination, select the fields Owner and 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 and select Record count (as in the above screenshot). Always ensure the Record count is the last field listed.
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 in which case you must select that field in the Field Selection page and tick the box for Hide.
Click the Next Step button to continue.
Group, Sort and Sum Function.
Select the field you want to group in the Group By section, do not select Record count.
Additionally, select the fields needed in the Sort by section.
Click the Next Step button or click on the Report Layout link at the top.
Select one of the fields in the Fields Down section and one for the Fields Across section.
Click the View Report button to view the report.