Getting Started With Reporting
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Transcript of Getting Started With Reporting
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GETTING STARTED WITH REPORTING
Bryan Leung
Senior Professional Services Consultant
SugarCRM
@TwitterHandle #SugarCon
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Overview:
▪ Data Analysis▪ Reporting Features▪ Report Types▪ Demonstration▪ Best Practices▪ The future of Reports
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Data Analysis
Marketing• Targets • Target Lists• Campaigns • Leads
Sales• Leads • Accounts• Contacts• Opportunities
Support• Cases • Bugs
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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
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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
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Row and Column
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SummationReport
Chart Types:No ChartHorizontal BarVertical BarPieFunnel
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Summation with Details
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Matrix Report
2X1
1X2
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DEMONSTRATION
Creating a report
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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.
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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
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THANK YOU
@TwitterHandle #SugarCon