Analytic Reporting Tool for SUGARCRM USER MANUAL
Contents
1. Report folders b E i Leads e lg Accounts a i TE Contacts pe E Lidl Campaigns gj i lid Opportunities 4 l Jj Quotes Quotes and Products by Account Detailed Quotes by Account Industry by Status Monthly Summary Quote Summary by Assigned User by Month Product Quoted Amounts by Quote Month and Status Quotes by Account Monthly Summary Quote Amounts Monthly Summary Products by Account Monthly Summary Accounts by Products Monthly Summary Products by Account Industry Monthly Summary Account Industry by Product Monthly Summary demo Analytic Reporting Tool for SUGARCRM Description Folder contains Lead Summary and Detailed Reports This folder contains Account Summary and Detailed Reports Summary and detailed Contact related reports Folder contains Reports related to Campaigns Folder contains Opportunity related Reports Folder contains Quote Summary and Detailed Reports Based on Quotes with Products and Accounts Based on Quotes with Products with Accounts modules Combined Chart Based on Quotes Module Based on Quotes and Products Modules Prot table Based on Quotes with Products and Accounts Module Based on Quotes Report Combined Chart Based on Quotes Products Accounts Modules Based on Quotes Products Accounts Module Based on Quotes Products Accounts Modules Based on Quotes Products Account Modules To start report creation from 0 3 Now in the pop up window please select checkbox for w2. Quotes Folder contains Quote Summary and Detailed Reports Edit Add folder Quote Amounts by Products by Quote Stage Delete i Quotes by Employee by Month Delete i Quotes by Opportunity by Month Delete Quotes by Organization Detailed Report List of Quotes with detailed quote information grouped by customer Organization Delete i i Quotes by Organization Industry Summary Delete i Quotes by Organization Summary Delete Quotes by Quote Stage by Month Delete Quotes by User by Quote Stage Delete i p Saa re Edit Add folder E 4 Invoices Edit Add folder w a4 Purchase Orders Edit Add folder In the folder list you can drag amp drop reports to another folder but only if you have edit permissions to this Report Click to Edit on the right side of the folder if you want to change the Folder name and or its Description By click to Add folder on the right side of the folder you can add sub folder But if you want to add general not the sub folder you need to click Add folder on the top left side in Report folders gray headline Report folders Add folder lt lt Description jam ada Main Overall Reports Helpdesk and Tickets Reports related to Helpdesk and Ticketing system f ii 14 eads Falder contains ead Summary and Metailad Renarts By click to Delete on the right side of the Report you can delete the Report This option is available only if you have permissions to Delete the r
3. Save as option to keep current report without changes and play with a new report at the same time GROUPING amp SORTING TAB After you have selected necessary Columns fields and what should Summarized in your Report you can identify how data should be grouped and sorted under Grouping and Sorting tab In Grouping amp sorting upper table in Group by pick list we select the field by which the data should be grouped and summarized in our Report Pick list contains only those fields which are selected under Fields tab You can have several grouping levels in your report The order of selected fields is replicated in your report First selected group in the first row is upper level of the grouping and summarizing in your report the Level no is 1 The next one which you add Level is 2 will be summary already inside of the 1st group For example if we want to see in our report Invoiced amounts by Date and then by Product we select date first and Product name 2nd please see picture below If you need to have this field grouped for summary it is important to choose Group or Group and sort in the Action pick list Group and sort and Sort selected options will allow you to identify sort order in column Sort Ascending or Descending If your report has selected Aggregates for summaries under Aggregates tab for selected Group and sort option you can
4. Organizations by Assigned User by Rating Summary Report Editor Filters Organizations Rating Isn t 7 m Project Cancelled Add group Report Assigned To Active Count Organization Numb Acquired Count Organization Num Jane Lu 4 ig John Smith 3 Print report Print report with chart Export as xlsx Export as PDF gt EE IT gt SAI i E N S Analytic Reporting Tool for SUGARCRM Note Older Excel versions than xlsx might have problems with export To solve them you can upgrade the Ms Office plug in or you might need to upgrade the Ms Office version Click to Export as PDF will export your report in PDF format To save your chart as Picture png format please click on the Save Chart as Picture blue link at the bottom of the Chart Quotes Count Quote No G Sales Order Count SalesOrder No Invoice Count Invoice No Quotes Sum Sub Total right axis Sales Order Sum Sub Total right axis Invoice Sum Sub Total right axis 3 16758 15000 10000 5000 e nor Q Na i oo pe Va Save Chart as Picture Note Please check your Browser version older versions of Internet Browser Chrome Firefox or Internet Explorer might have issues with Saving chart as picture FILTERING REPORT DATA REPORT FILTERS TAB You can limit data in your report by adding filter options This can be done under tab Filters Selected filters will apply to both Report da
5. Type Column Prewiew Title Sales Orders by Customer Industry by Status Chart O Grouped Stacked Entertainment B Retail Hospitality Electronics Utilities 7 055 0 Retail 6 000 0 4120 0 on 2014 Feb 4 000 0 B ml gr r et por g nod ao gf er ge gt Click on the chart legend will hide unhide its data 24 4 EE I T gt SAI i La N S Analytic Reporting Tool for SUGARCRM Chart O Grouped Stacked Entertainment Retail Hospitality cDo Electronics Utilities 6 180 0 5 000 0 4 000 0 3 000 0 2 000 0 reg 1 000 0 Be 0 0 al j we oe pe p one P pr Save Chart as Picture ge Click on blue link Save Chart as Picture on the bottom of the chart to save the Chart in png picture format p You can enlarge entire chart by selecting from picklist on top right corner of the chart Or if you need to increase decrease chart height only you can click on Chart height increase decrease on bottom right side of the chart Chart height increase will also help you in case you have big number of labels and they do not fit by original chart size Chart Editor Chart type Legend amp Axis Type Chart Size Column Preview Title Organizations by Assigned User by Rating a Chart Organizations by Assigned User by Rating OGrouped Stacked B Active Acquired 5 0 4 0 3 0 2 0 0 0 Save Chart as Picture Add To Homepage Chart height increase decr
6. 00 8 600 00 2 00 8 600 00 2 00 Product C 4 300 00 1 00 4 300 00 1 00 Grand Total 2 204 00 5 00 8 604 00 6 00 15 598 00 7 00 8 603 00 5 00 But since we have 2 aggregates Sum of Net Price and Sum of Quantity each column for each month is shown twice additional column per aggregate within each month and our report looks too long To solve this we can select Aggregates as column and this is what we get 17 n E IT gt SAI i E N S Analytic Reporting Tool for SUGARCRM Grouping amp Sorting T Include details 7 A ls Crosstab 7 W Aggregates as column Level Action Group by cort Position ineme bn Month TY ke Date Invoice Date Asr 2 n im T ci i E 3 i sil m 1 Crow p amp Sart Product Mame 2 Croup Sot T Products oduct Name T j Row T X Ascending F Select summanes to show in this repo Group Lunthet Price Surety invoice invoice Date Products Product Name s Cram Total a aana Report Product Narve Aggregate 2014 Jan 2014 Mar 2014 Ap 2014 May 2014 Jjun Grand Total Brother Ink Jet Carige Sumi Met Price 1 908 00 1 908 00 Brother Ink Jet Cartridge Sumit 2 00 2 00 Cd R CD Recordable SumiNet Price 789 00 749 00 Cd R CD Recordable Sumi ty 1 00 1 00 Product SumiNet Price 4 300 00 699 00 4 999 00 Product A SumiCty 00 1 00 2 00 Product E SumiNet Price 2 200 00 8 600 00 6 600 00 19 400 00 Product B Sumi ty 00 2 00 2 00 5 00 Product C Sum N
7. Report Editor Grouping amp Sorting E Include details 7 E Is Crosstab Level Action Group by Sort Organizations Product Multi Select Product Multi Select T 1 Group amp Sort Y im ps W Separate each vi Descending Select summaries to show ig this report Group Count Organization Number Product Multi Select i Grand Total iw Report Product Multi Zelect Count Organization Num Product D 2 Product C Product B 3 Product A 3 Grand Total 19 00 If you would like to see how many organizations have selected combination of certain picklits values you simply need to un select the checkbox Separate each value REPORT HEADER AND LABEL RENAMING RENAME LABELS TAB If you want to change your report column row titles or labels as well as chart labels you should click to Rename Labels tab to open it Here in the left column you can see original report labels while on the right side you can edit and enter new labels which you would like to show in your report Please see sample below Please note that Report Title you can edit not under Rename Labels tab but by the click on the pencil next to the Report Title Chart Title you can edit simply by click on the Chart Title inside of the Chart Title box 19 n E IT gt SAI i E N S Analytic Reporting Tool for SUGARCRM Save Save As Delete Back to reports Leads by Status Su mma Y dj To change Report Title To change report column row an
8. ae Each of these parts has small arrow in front to close or open each part report ERE If you change settings in Report Editor you should to click Preview to see the report data according to the new settings It is important to remember to Save or Save as if Preview gives satisfactory results and you would like to keep new settings for the next time After changing report settings you need to change the chart settings properly and then click on the Chart part Preview button New chart settings should be saved as well In your report data you can collapse click on or expand click on several or all of the report grouped data which contain more detailed data or on the table header will collapse expand all groups Click on on exact group name will expand collapse only detailed information of that group E I T gt SAI i N S Analytic Reporting Tool for SUGARCRM a Report E e Name Quote No Sub Total Subject Opportunity Name Quote Stage Valid Till Contact Name Total a EI EDFG Group Limite 400 44000 EDFG Group Limited QUOI0 11000 Prod_Quote samplevtiger 1000 units Accepted 08 Apr 2014 Margaret 16000 ja EDFG Group Limited QUO I 11000 Prod Quote samplevtiger 1000 units Accepted 03 Feb 2014 Margaret 16000 Ja EDFG Group Limited QUOI 1 11000 Prod_Quote samplevtiger 1000 units Accepted 20 May 2014 Margaret 16000 Ja EDFG Group Limited QUO9 11000 Prod Quote samplevtiger 1000
9. calculated for each value will be shown next to the value in brackets 31 gt T gt SAI i E N S Analytic Reporting Tool for SUGARCRM Gauge Spidomeeter Chart After you have selected Gauge chart type under Legend and Axis you can select one of the Groups and then the Segment Item of this Group then summarized average or counted Value to be displayed in your Gauge chart If you select All under Grouped Segment then Gauge will show grand total value For example if you only want to see how many Leads are with the status Qualified you need to select Lead Status for the Group and Qualified for Group Segment then Lead No Count for the value In the sample below you can see how it would look But before that you need to identify the ranges and their colors for your Gauge In our sample below if Qualified lead number is between 0 and 1 it will be in red colored area if between 1 and 4 yellow the best of 4 10 will be green The arrow in the Spidomeeter will point to the value which you can see at the bottom as well it is 2 in our case Legend amp Axis Group Leads Lead Satus 7 Group Segment Qualified a Value Leads Lead No Count a Value Ranges o 11 Red T 1 l Yellow T X 4 iu Green X i Title Number of Leads Qualified Today Chart Number of Leads by Status Adding Chart to Homepage Dashlets Click on blu
10. choose also to sort by this summary aggregate for example if you would like to sort not by Product name but by product sold amounts For detailed report if Include details pick list is selected you can also select only to sort by this column Include details check box is there to select detailed or summary report type For more information about Include details please see previous Aggregates tab description point 4 and 5 For date and date time fields we can identify one of the following grouping levels Day Week Month Quarter Year In our sample below we have selected to group and sort by Month of the Invoice date In Sort pick list you can identify the sort order Ascending Descending and also do you want to sort by the group in Alphabetic order or by Sums in this group For example if you want to see the the month with best income from invoices first you need to select Sum Net Price Descending in sort options In our sample we want this to be sorted as calendar not by amounts so we select the Invoice Date Ascending 15 E IT gt SAI i E N S Analytic Reporting Tool for SUGARCRM Grouping amp Sorting J Include details 7 1 Is Crosstab Level Action Group by Sort 1 Group amp Sort T Invoice Invoice Date v Month T Invoice Date Ascending T 2 Group amp Sort v Products Product Name v Product Name Ascending r x Select summaries to show in this report
11. contain all those values which are selected under both Vertical Axis The group which is date status name etc is recommended to be selected on the Horizontal axis In our sample below we have Lines representing Count on the Secondary vertical axis Quote Sales Order and Invoice Count and Column is representing Sums on the Third Vertical Axis Sum of Quote Sales Order and Invoice Sub total 29 E I T gt SAI i L N S Analytic Reporting Tool for SUGARCRM Legend amp Axis Primary Horizontal Axis Organizations Industry Secondary Vertical Axis 3 selected s Line Y Third Vertical Axis 3 selected Column Legend 6 selected Preview Title Quotes Sales Orders and Invoices by Industry Count and Sum Chart Quotes Count Quate No B Sales Order Count SalesOrder No Invoice Countilnvoice No Quotes Sum Sub Total right axis Sales Order Sum Sub Total right axis invoice Sum Sub Total right axis 21302 15000 10000 5000 0 r ge ae aw ae cut g Mouse over chart area or click on the chart area will show you the summary information represented by this area Click on the circle next to Legend would hide unhide this area in the chart It is important to remember to Save the report if you want your new chart settings to be saved Funnel Chart After you have selected Funnel chart type under Legend and Axis you can choose t
12. eea enon Field v Campaigns Expected Response Count With red x on the right side of formula you can remove it 7 Inthe Detailed Report I can already click Preview button to preview the change but in summary or crosstab it is better to save the report with a click to green Save button in order to save report with the formula now and we still need to remember to identify whether we want to sum or average new value under Aggregates tab 13 E EE IT gt SAI i E N S Analytic Reporting Tool for SUGARCRM Aggregate Fi Include details 7 Field Sum Average Count Campaigns Num Sent T iv Campaigns Expected Response Count ral a Campaigns Actual Response Count T wf x Campaigns Expected Sales Count T iw 4 Campaigns TargetSize T Ei x Actual response versus Expected 7 Ei x o i 8 And finally under Grouping and Sorting need to remember to identify if we need to see summaries grand totals of the new calculated value Grouping amp Sorting Z Include details 0 Is Crosstab Level Action Group by Sort Select summaries to show in this report Group Sum Num Sent Sum Expected Response Count Sum Actual Response Count Sum Expected Sales Count Sum TargetSize Sum Calculated field 0 Grand 7 7 Total if 9 Please remember to save the new Settings if you would like to keep them for using next time SET COLUMNS TO SUM AVG OR COUNT AGGREGATES TAB
13. units Accepted 05 Mar 2014 Margaret 16000 Ja ood4you Inc 15 1500 330000 EF ROCUS Ltd 2 200 44000 ROCUS Ltd QUO3 22000 SO Quote t3M Invest A S 1000 units Accepted 20 May 2014 Jennifer 27000 Jc ROCUS Ltd Quos 22000 50 Quote t3M Invest A S 1000 units Accepted 20 May 2014 Jennifer 27000 M Blue color text inside of your report means that you can open it For example picture above by click on Organization Name EDFG Group Limited you will open that Organization Detail View to see all its data or by Click on Contact Name Margaret you will open Margaret Contact Information detailed view Click on sampleSUGARCRM 1000 units will open this Opportunity Format of report numeric values will be displayed according to your SUGARCRM user settings To change those you need to go to My Preferences in SUGARCRM top right corner then set your preferred Decimal Separator and vad demo A 0 My Preferences Sign Out I Digit Grouping Separator More G Print Report Export to Excel PDF To print Report please click to blue link Print Repplsort or Print Report with Chart if you would like to print the Chart as well at the bottom of your report This will open window with Print Preview and Printing options where you need to click button Print to get it printed To export the Report Data to Excel click to the blue link Export as xlsx at the bottom of your report
14. x Add group June 2014 gt Su Mo Tu We Th Fr Sa 891 101 11 12 13 14 a Report 15 16 17 18 19 Fl Subject Quote Stage Aggregate 2014 Jan 2014Feb 201 22 23 24 25 26 E abed1234 8 29 30 ahrd1 774 Arrantad Simla 10n 20 4 If we want to add one more criteria and for example do not want to see in a report rejected quotes first we add 2nd filter row by click to the green Quote Stage values we choose Rejected Report Editor argument is now Isn t then again choose column to be filtered which is now and for pick list the program offers us to select from a Pick list Filters Quotes Valid Till Y Between v 2014 06 01 2014 06 30 X To Delete Filter and v Quotes Quote Stage isn t v x Delivered Preview Selecting Criteria Reviewed a Report Accepted E amp Subject Quote Stage Aggregate 2014 Jan 2 2014 Jun Grand Total R E abed1234 8 Rode If both filter conditions must strictly match our criteria at the same time for each Quote we set And between both filter rows this is our case In case either one or another filter can be a match then we would set Or in between those rows You can have groups of Filter conditions to be applied as well this is needed if there are complex combinations of and or criteria for such cases you should click the button Add group and then set another group of filter conditions Red x i
15. 0 00 1 00 16 n E IT gt SAI i E N S Analytic Reporting Tool for SUGARCRM If you want to see one of the group Items each as new column instead of row you should select the check box for Is crosstab As soon as ls crosstab check box is selected we see additional option in our Grouping and sorting table Position Here we need to select which group Items should be organized as Column for at least one of the groups In our case it is Invoice Date while Product name will be as Row In our current sample we decide to see each month in a new column we select Is crosstab check box set Column next to Invoice Date and click Preview Now our report looks differently Include details Is Crosstab Aggregates as column Level Action Group by Sort Position Invoice Invoice Date v Invoice Date Y 1 Group amp Sort Column v X Month Ascending ProductName 2 Group amp Sort Y Products Product Name v Row vi x Ascending Select summaries to show in this report Group Sum Net Price Sum Oty Invoice Invoice Date v Products Product Name v Grand Total Y Y Report Product Name 2014 Jan SumiNet Price 2014 Jan SumiQty 2014 Mar SumiNet Price 2014 Mar Sum Qty 2014 Apr SumiNet Price 2014 Apr SumiQty 2014 May SumiNet Price 2014 May SumiQty Brother Ink Jet Cartridge Cd R CD Recordable 789 00 1 00 Product A 4 300 00 1 00 Product B 2 200 00 1
16. Group SumiNet Price Sum Qty Invoice Invoice Date at Products Product Name kl tar Grand Total at Preview Report Invoice Date Product Name SumiNet Price SumfCty E 2014 Jan 1 2 200 00 1 00 2014 Jan Product B 2 200 00 1 00 EI 2014 Mar __ 8 600 00 2 00 2014 Mar Product E 8 600 00 2 00 EI 2014 A4pr 15 597 00 6 00 2014 Apr Brother Ink Jet Cartridge 1 903 00 2 00 2014 Apr Cd R CD Recordable 789 00 1 00 2014 Apr Product B 6 600 00 2 00 2014 Apr Product C 4300 00 1 00 Green is to add one more grouping level and red x is there to remove it Next after Grouping and Sorting option is the table Select summaries to show in this report to select where we want our summaries to be shown hided In our case we have selected to show selected summaries for all our groups and to see the Grand total as well Select summaries to show in this report Group SumiNet Price SumiCty Invoice Invoice Date p Products Product Name Grand Total F j When our grouping and options are set we can click Preview button to see what we get Report E amp Invoice Date Product Name SumiNet Price Sum Qty E 2014 Jan 1 2 200 00 1 00 2014 Jan Product B 2 200 00 1 00 El 2014 Mar 1 6 600 00 2 00 2014 Mar Product B 6 600 00 2 00 E 2014 Apr 4 15 597 00 6 00 2014 Apr Brother Ink Jet Cartridge 1 908 00 2 00 2014 Apr Cd R CD Recordable 739 00 1 00 20 4 Apr Product B 6 600 00 2 00 2014 Apr Product C 430
17. La gt SAI i E N S Analytic Reporting Tool for SUGARCRM Analytic Reporting Tool for SUGARCRM USER MANUAL Contents ANALYTIC REPORTING TOOL FEATURE OVERVIEW snnnnnnnnnnnnnnnnnnnnnnnnnnnnnnrvnnvnvnnnnvnrnrnrnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnsnnsssssnnnnnnennnnn 2 PRE DEFINED REPORT LIST AND FOLDERG cccccsssscssssssssssssssssssssssssseecesseeceeecececcecesccessseessaenensseeasasseasssssesesseeseeeeeeess 3 REPORT AND CHART SETTING VER EV eedekeidnde 5 Frem Pot PE PDE Luu4uv4v4v4545441449v4v4vvsvevrvvi ve ee 7 FILTERING REPORT DATA REPORT FILTERS TAB sujsvecsasancssaeineasnuaainens ne EEE RAN EEEE ERAEN EERE 8 Additional pre defined date and datetime filters for report viewing and for regular e mail scheduling 10 Selection of converted not converted Leads for Leads Reports sssssssssssresessssssrtrrrreressssssrrererrreseesreererrereeesess 10 SELECTING COLUMNS FOR YOUR REPORT FIELDS TAB uns see E EEE 11 CALCULATE YOUR OWN FUNCTIONS CALCULATED FIELDS TAB rrnnnnnnnnnnnnnnnrnnnvnnnnrnnnvvvnnnvrnrnrrrnnnnnnnnnnnnnnnnnnnnnnnsnnnnne 12 SET COLUMNS TO SUM AVG OR COUNT AGGREGATES TAB rrrrnrnrarnnnnnnrnnvrrrvrrrnrrrnnnnnnnnnnsnennnnnnnnnnnnnnnssnssnnnnssnnnnnne 14 JOROUPING amp SORTING TB 15 Grouping and sorting for multi select picklists rrrrrrrrrnnrrrrrrnrnnnnnnrrnrrnnnnnrrrnnnrnnnnerrrnnrnnnneersrnnnnnsnesennnnnnnsssrnnnnnnssee 18 REPORT HEADER AND LABEL RENAMING RENAME LABELS
18. TAB BLnrrrrrrororrrnnnnnnnnnnnnnnnnnnnnrnnnrrnrsnsvnnnnnrnnnvnsnnnsrrnsrnnnnnrnnnnn 19 REPORT PERMISSIONS SHARING amp SCHEDULING TAB rrnnrrrrvvvvrnrerrrnnnnnnnnnnnnnnnnnnnnnnnnnsnnnnsssnsnsssnnssnnnvnsnnnsrnrnrsnnnnnnnnnn 20 REPORT E MAIL SCHEDULING SHARING amp SCHEDULING TAB rrororrrnnnnnnnnnnnnnnnnnnnnnnnnnnrsnnssrnnnrsrnnnnnnnnnrvrrrrrsnrsnnnnnnnnnn 21 MASS EDIT FOR PERMISSIONS AND SCHEDULING ccssessccsssssnsnssssesssvessevssescecsescceecccccececccaececeeecenensceanensnanessnesess 22 MTT NENNE 24 EG EEE EE EE E ss aime oo N 26 Sa VakO pi EE E E EA A E 27 Mid 28 oe 29 EU EG g EE EE EN A 30 Gauge Spidomeeter KE EEE EEE 32 Adding Chart 10 Homepage Dahle ceissucscscasscscicntenciicenntaiasvntusnntaenaguunrvarccincenesedgabantipnedsaddetpenneh eicuceedantinsshdeebewarenbenss 32 Last updated June 18th 2015 4 E IT gt SARP i E N S Analytic Reporting Tool for SUGARCRM ANALYTIC REPORTING TOOL FEATURE OVERVIEW e Various pre defined reports are available for most of SUGARCRM modules containing different summary types and chart types e You can modify any of existing reports or can copy existing report in order to create new e You can add remove fields or columns to be displayed in a report Select what should be summarized counted or calculate the average Filter your report data to see specific date range statuses or any other option Calculate your own functions Create detailed s
19. UGARCRM 4 Please identify necessary sharing and or scheduling options you can find more information about setting changes in previous sections Please note that if you want to remove e mail scheduling for all selected reports you can simply select Schedule Report checkbox and then leave the right side box empty 5 Identified changes will be applied to all selected reports after the click to Save button Or you can click Cancel in case you do not want to apply the changes to selected reports CHART TYPES AND SETTINGS On the bottom part of the Report Table there is Chart and Chart editor which is related to the Report table on top Chart information is strictly related to Report table on top and Report settings such as Filters Aggregates and Groups This means that every time you change the Report settings in Report Editor you need to Save those settings in order to be able to see them changed accordingly in the Chart Editor before adjusting the Chart Settings In Chart Editor you can identify chart type and other chart settings After changing chart settings click on Preview button inside Chart editor to see the new look of the chart Changed chart settings are saved only after you click Save on the very top of your Report In Title area you can enter the Chart title On mouse over colored chart area also on mouse click you will see the data represented by this area Chart Editor Chart type
20. Under Aggregates tab you can select which fields would you like to Count Summarize or calculate Average Simply select the field in the pick list value and then mark the chekbox next to selected field Click Green to add additional field for Sum Count or Average Red X is there to remove the field from summary options Report Editor Aggregates Include details 7 Field Sum Average Count Inventory Qty r F E L XX to Delete Inventory Net Price T w x Quotes Quote No z x f to Add For each selected field at least one of the summary options must be selected Sum Average or Count All of the options can be selected but it is recommended to use only Sum or Average for amount and currency fields while ID or Number should be used for or any unique field is highly recommended for correct count 14 IM SAPIENS 1 Analytic Reporting Tool for SUGARCRM Include details check box is there to select detailed or summary report type For more information about Include details please see previous SELECTING COLUMNS FOR YOUR REPORT FIELDS TAB tab description point 4 and 5 Please remember to save the selected Summary option changes if you would like to keep them for next time when using this report If you are not sure if you want to Save the changed Summary settings you can click Preview to see and then exit the report without saving if you want to omit the change Also you can use
21. berg MMM xx 7 555444333 Direct Mail E Contacted 5 5 00 Cantarcted IFA3 Rita Smith Yenn 7 97 977n27n Cald call SELECTING COLUMNS FOR YOUR REPORT FIELDS TAB Under Fields tab you can select fields to be shown grouped or summarized in your Report and Chart 1 Simply click on the field in the left side selection box to highlight it you can scroll down to find needed field or you can type any part of field title and also the module name for search 2 Click on the green arrow to move the highlighted field from left to right side box All fields which appear in the right side box are selected for your report 4 If you have selected Include details check box then you will see all field data in your report The column order in your report will be organized same way as fields in the right side box if it is detailed report You can click to highlight field and then use up down arrow to change the order of the fields You can remove field from your report by click to highlight it and then red x to delete field will disappear from the right side box Quote Amounts by Products by Quote Stage Report Editor Fields Include details 7 3 here are your selected columns for report in Detailed Report they will be the same order as Field order in this box Selected columns for your Report 1 Select fields for your report Organiz can type any part of the word to search Organization Information R Quotes Quo
22. d chart headers Report Editor Rename Labels Original Report Label New Report Label Enter new title here First Name First Name Primary Phone Primary Phone Last Name Last Name Company Company Fax Fax State State Count Lead Status Leads Grand Total Total Report Lead Status Leads Attempted to Con Cold Contacted Hot Qualified Warm Total Please remember to save Report Label changes if you would like to keep them for next time when using this report If you are not sure if you want to Save the changed Report Labels you can click preview to see and exit the report without saving if you want to omit the change Also you can use Save as option to keep current report without changes and play with a new report at the same time REPORT PERMISSIONS SHARING amp SCHEDULING TAB After you have installed Analytic Reporting module for security reasons all available pre defined reports are available only for admin users or those users who have in their user preferences set Admin to on check box next to Admin is marked If the user profile has permission to see Analytic Reporting module then all users without admin permissions can only see empty folders and can not see any of the report until their report viewing permissions are changed 1 For each report under Sharing amp Scheduling tab report owner who is admin by default after module installation can set permissions
23. d Axis you can identify the group from your Report which should be represented by Primary Horizontal Axis The summary count or average should be selected for Secondary Vertical Axis You can select more than one of the Summary Aggregates under Secondary Vertical Axis in this case the Legend should be same as selected under Vertical Axis Otherwise it can be any of the Groups from your report 27 4 EE I T gt SAI i E N S Analytic Reporting Tool for SUGARCRM Chart Editor Legend amp Axis Primary Horizontal Axis Sales Order Due Date Secondary Vertical Axis Sales Order Sub Total Sum Legend Organizations Industry Preview Title Sales Orders by 5 by Custmer Industry Dy Status BB Chart O Grouped Stacked Entertainment Retail Hospitality Electronics Utilities 7 055 0 6 000 0 5 000 0 4 000 0 3 000 0 2 000 0 0 0 aa ge pe x pi b To A fr be qn 40 halal qe qu For Column chart you can select Grouped or Stacked way of representing the data in the chart Mouse over chart area or click on the chart area will show you the summary information represented by this area Click on the circle next to Legend would hide unhide this area in the chart It is important to remember to Save the report if you want your new chart settings to be saved Line Chart If you have selected Line chart type under Legend and Axis you can identify the group from your Report whic
24. e Guest Role Management a User Max Jensen amp To identify users user groups or user roles to which the e mail with report will be sent please select needed item in the left side box and then move to right by click on the green arrow in between E mails are sent to the user e mail address which is identified in SUGARCRM user settings You can remove e mail recipient from selected list by click to gray x near user or user group or role in the right side box All users or users within group or role appearing on the right side box will be receiving e mail with attached report according to the scheduled settings after the report will be saved It is important always to remember to Save e mail scheduling changes in order to make them valid You can do this by click on the green Save button on the top of the Report MASS EDIT FOR PERMISSIONS AND SCHEDULING It is possible to set same permissions and or report e mail scheduling options for several reports at the same time This can be done from the Report and Folder list 1 Please mark with checkboxes necessary reports for scheduling if you mark the folder then all reports within folder will be selected You can select only those reports where you have editing permissions 2 Click on the link Mass schedule and permissions will open the window for Sharing and Scheduling options 22 IM SAPIENS Add folder Mass schedule amp permissions To Create New Report
25. e link Add to Homepage to add this chart to your SUGARCRM Homepage Dashlets 32 4 ee IT SAI i La N S Analytic Reporting Tool for SUGARCRM Title Number of Leads by Status Title also goes to Home Page a Chart Attempted to Contact Contacted Hot Qualified Warm 2 2 Save Chart as Picture Add To gt After pop up confirmation the Chart and its Title will appear in your SUGARCRM Homepage Dashlet Sales Order summary by User by Status w x Sales Order Amounts by Opportunity by Month Nm x OGrouped Stacked Canceled Delivered OGrouped Stacked Trade Show Direct Mail Approved Existing Customer Web Site 9 115 0 7 055 0 6 000 0 5 000 0 4 000 0 2 000 0 s EE g t ge p S ST v p ar To open this Report and Chart Open Report Open Report Number of Leads by Lead Source m j x ml QI x Direct Mail Cold Call Wieb Site Public Relations Self Generated OGrouped Stacked Sent Approved 1 Created AutoCreated Paid Credit Invoice T DEG _ EET EG ET em a In Homepage chart is still interactive i e on mouse over shows the information represented by area can hide unhide by click on the legend etc Click on blue link Open Report inside Homepage Chart Dashlet will open current Report and Chart 33 M4 E I T gt SAI i i N S Analytic Reporting Tool for SUGARCRM Home Number of Customers by Campaign DM to Top Customers Engin
26. ease 25 M E T gt SAI i N S Analytic Reporting Tool for SUGARCRM In Chart Editor Type pick list you can select necessary chart type Pie Column Line Combined multi axes Funnel or Gauge chart Chart Editor Chart type Type Gauge Pig E Column a i kin Line Combine b Funnel Pie Chart If you have selected Pie chart Type under Legend amp Axis tab you can choose Legend and Summary or Counted Value to be displayed by your chart If you mark the checkbox near Show percent the calculated for each value will be shown next to it in brackets as you can see in the sample below 26 M4 E IT gt SAI i E N S Analytic Reporting Tool for SUGARCRM Legend amp Axis Legend Campaigns Campaign Name value Organizations Organization Number Count Show percents 36 W Title Number of Customers by Campaign Chart DM to Top Customers Engineers Trade Show B Radio FM AD User Conference 2 14 4 29 DM to Top Customers 400 3 271 5 36 Mouse over chart area or click on the chart area will show you the summary information represented by this area Click on the circle next to Legend would hide unhide this area in the chart It is important to remember to Save the report if you want your new chart settings to be saved Column Chart If you have selected Column chart type under Legend an
27. eers Trade Show Radio FM AD User Conference Right next to Open Report link there is another link Enlarge Click to Enlarge link will open this Chart in a pop up window with larger size Changed and saved Report or Chart settings will apply to selected chart in the Homepage Dashlet as well You are welcome to contact our IT Sapiens team via info itsapiens eu for further questions 34
28. eport Same way on the right side of the Folder you can click Delete to remove the folder if it doesn t contain any report You can delete only empty folders If there is any report in the Folder you will not be able to delete it Note It can happen that folder looks empty to you but in fact there are reports which you don t have permissions to see In this case you will not be able to remove the folder New folders and reports get sorted in the order of their creation date amp time latest will appear at the end of list but after they re saved you can easily change their order by drag amp drop where you need them By click on the report name in the report list you will open the report To create new report you should start from opening existing report which contains data of those modules which you need to see in your new report Then click Save as button and in the pop up window enter the name description and folder for your new report and after click to Save new report will be created T gt SAI i E N S Analytic Reporting Tool for SUGARCRM ana Delete Back to reports Prodiicte hv Salas Ordar Status hv Month 4 IT SAI i L N S Analytic Reporting Tool for SUGARCRM REPORT AND CHART SETTING OVERVIEW When you have your report open on the top part of your screen you will see Report editor and Report data On the 2nd bottom part of the screen you will see the chart editor and Chart related to thi
29. et Price 4300 00 4 300 00 6 000 00 Product Surmet 1 00 Oo 2 00 Each month now has only one column but Sum of Net Price and Sum of Quantity are organized as rows in our report Please note that Is Crosstab is not available if you have selected Include details Please remember to save the selected Grouping and Sorting changes if you would like to keep them for next time when using this report If you are not sure if you want to Save the changed Grouping and sorting settings you can click preview to see and exit the report without saving if you want to omit the change Also you can use Save as option to keep current report without changes and play with a new report at the same time Note If you are using Leads module it might be interesting for you to compare not converted leads versus converted leads In order to do that you can select field Converted and then Group by this field Grouping and sorting for multi select picklists If you have multi select picklist and have selected more several picklist values for each e g Organization and you still want to see how many Organizations have selected each of the value you can choose option Separate each value on demo versions you will see Report Organization Product Multi Select test in Test folder 18 be am T gt SAI i E N S Analytic Reporting Tool for SUGARCRM Delete Back to reports Organization Product Multi Select test
30. ew main folders or sub folders 4 E IT gt SARP i E N S Analytic Reporting Tool for SUGARCRM PRE DEFINED REPORT LIST AND FOLDERS List of the folders with pre defined reports will be the first thing you see after click to open Analytic Reporting from the main menu Reports are mainly organized according to SUGARCRM modules for example under folder Invoices you will see summary and detailed reports related to Invoices Quote related reports go under Quotes folder Folder Combined Reports contains combined summary reports which apply to multiple SUGARCRM areas for example report containing summary of Quotes Sales Orders Invoices and Purchase Orders If the folder is not open you can click on the folder name to open it and to see the reports in this folder With another click to the open folder you will close it Report folders Add folder Description Tools Main Overall Reports Edit Add folder w aja Helpdesk and Tickets Reports related to Helpdesk and Ticketing system Edit Add folder gj Leads Folder contains Lead Summary and Detailed Reports Edit Add folder ud Organizations This folder contains Organization Customer Summary and Detailed Reports Edit Add folder aja Campaigns Folder contains Reports related to Campaigns Edit Add folder m sj Products This folder contains Reports about Products Edit Add folder 4 Opportunities Folder contains Opportunity related Reports Edit Add folder
31. h should be represented by Primary Horizontal Axis The summary count or average should be selected for Secondary Vertical Axis You can select more than one of the Summary Aggregates under Secondary Vertical Axis in this case the Legend should be same as selected under Vertical Axis Otherwise it can be any of the Groups from your report 28 n EE IT gt SAI E N S Analytic Reporting Tool for SUGARCRM Chart Editor Legend amp Axis Primary Horizontal Axis Date Y Secondary Vertical Axis Legend 3 selected z Preview Title Quote Sales Order Invoice amp Opportunity by Month Chart Sales Order Sum Sub Total Invoice Sum Sub Total Purchase Order Sum Sub Total 10000 apga 5000 Mouse over chart area or click on the chart area will show you the summary information represented by this area Click on the circle next to Legend would hide unhide this Line in the chart It is important to remember to Save the report if you want your new chart settings to be saved Combined Multi Axis Chart Combined chart has 2 Vertical Axis which is important if you want to see differently scaled amounts in the same chart for example if you need to see Sales Order Sums and Count in the same chart like in the picture below In this chart all selected data can be represented as Line or as Column And also it can be column for one Vertical axis while Line for another Vertical axis The legend should then
32. hat you would like to get updated a Update permissions should be selected in case you need to update permissions for selected reports leave Schedule Report blank in case you don t want to change previous Scheduling Options for those reports b Schedule Report should be selected in case certain options of report scheduling via e mail should be applied to all selected reports Leave unselected Update Permissions checkbox in case you don t need to change previous permissions for selected reports c You can select both Update Permissions and Schedule Report in case both permissions and also the scheduling options should be changed according to the new settings for all selected reports sharing J Update Permissions gt Owner Eva Administrator Y Private User Eva Administrator User Chris Oliver i User Demo Demo User Jim Brennan User Max Jensen User Saly Bronsen User Sarah Smith bi scheduling i Schedule Report Frequency Weekly Day Monday Time 12 100 hh mm Send report as format O XLSX _ PDF _ Send link to report User Eva Administrator F User Jim Brennan E User Max Jensen User Sally Bronsen User Sarah Smith User Mill Westin Role Guest User Chris Oliver i i User Demo Demo X Save Cancel 23 gt SA La N S Analytic Reporting Tool for S
33. ht side box for each user or user group you can identify permissions to View Edit or even Delete the report by selecting proper pick list value next to the User Group name amp haring amp cheduling Sharing Update Permissions Owner Eva Administrator Private Y User Eva Administrator Uzer Demo Demo Can View User Chris Olver os User Jim Brennan Cany View TH User Sally Bronsen User Sarah Smith User Max Jensen Can View a User Will Westin Can Edit and Delete With gray x in the right side box you can remove this User or Group from here and all permissions to this Report will be denied this User or Group will no longer see the Report after changes are saved All user permission setting changes under Sharing amp Scheduling become applicable only after saving this Report click to the Save button on the report top REPORT E MAIL SCHEDULING SHARING amp SCHEDULING TAB You can schedule regular Report sending by e mail To enable and schedule automated regular Report sending by e mail first need to select the checkbox Schedule Report under Sharing amp Scheduling tab As soon as the checkbox is selected options for scheduling will appear First you need to select frequency from picklist For example if you select Daily then report will be e mailed once per day Weekly once per week Monthly once per month Yearly o
34. lytic Reporting Tool for SUGARCRM For example if I want for each Campaign to have Budget cost reduced by 100 USD I choose Subtract then choose Field and select Budget cost for 100 I use Constant in the next line and write value 100 I will see the formula in last column Formula The given sample would look like this Field Edit formula Formula Subtract Y Field T Subtract Budget calc Campaigns Budget Cost v Budget Cost Ll a 100 Const 100 In this sample if want to make change to subtract Actual cost from Budget cost change Constant to Field and then select Actual cost Field Edit formula Formula Subtract Y Field v l Subtract Budget calc EE nn SE Budget Cost i ST Actual Cost i Field Campaigns Actual Cost v 6 In case need to add some more calculations to my formula I need to select Sub calculation and this way it is possible to make as many sub calculations as necessary For example if I want to calculate Campaign Actual Response Percentage from Expected the formula would need 100 and 2 field division so it would look like this Field Edit formula Formula Multiply Sub calculation Y Multiply 100 Divide Actual i 1 Divide v Response Count Actua response versus Expecte a a Se Ex ected Field v Response Count i Campaigns Actual Response Count v j Ama ena aee ee
35. nce per year If you have selected Daily then next is what time this e mail will be sent each day Weekly which weekday e g Monday Tuesday etc and what time Monthly which date and and what time For Yearly you can select which month of the year and date and time Scheduled e mail time setting applies to report owner time zone which is identified in his user settings taking in account SUGARCRM server time zone settings Under Send report as format you can select one or several of following options e XLSX to send report as attachment to the e mail in Excel format 21 EE IT gt SARP i E N 5 Analytic Reporting Tool for SUGARCRM e PDF to send report as attachment to the e mail in PDF format e Send link to report will send the e mail with a link to this report Received e mail subject will contain the report name and sending date Report Editor Sharing amp Scheduling Sharing Update Permissions Owner Eva Administrator Private Y User Eva Administrator User Chris Oliver User Sally Bronsen User Sarah Smith User Max Jensen Can View T X User Will Westin User Demo Demo Can View T X User Jim Brennan Can View v x scheduling s Schedule Report Frequency Daily Time 12 7 00 F hh mm Send report as format i XLSX i PDF i Send link to report User Demo Demo User Jim Brennan User Sally Bronsen User Sarah Smith User Mill Westin Rol
36. o have the your values accumulated in the Funnel chart or not Next is selection of Grouped Item and then Value to be displayed on the Funnel If you have selected to Cumulated check box you will be able to identify item order to be displayed in your Funnel Chart All available Items will appear below and you can re order them by drag and drop 30 ee IT SAI i E N S Analytic Reporting Tool for SUGARCRM Legend amp Axis Cumulated W Funnel group by Leads Lead Status v Value Leadk Lead Number Count Y Show percen 36 C Please drag and drop following items to identify their order in your Funnel Attempted to Contact Not Contacted Contacted Warm Hot Pre Qualified Qualified If you don t want to cumulate values in the chart need to un select Cumulated check box In this case you will not be able to identify Item order in the Funnel manually as it will be sorted automatically in Descending order from largest amount to smallest Please see the difference in the example below Number of Leads by Status Report Lead Status Count Lead Nu Attempted to Con 2 Contacted 5 Hot 6 Qualified 2 Warm 2 Grand Total 17 00 Cumulated Not cumulated Attempted to Contact 17 00 Hot 6 00 Contacted 5 00 Contacted 15 00 Attempted to Contact 2 00 Warm 10 00 Qualified 2 00 Warm 2 00 Hot 8 00 Qualified 2 00 If you mark the checkbox near Show percent the
37. om orrow onwards Yesterday Assigned To Active Count Organiza il vesterdav jpount Organization Num Next days ane Lu 4 J Passed days John Smith 3 Greater than days Less than days Marc Doris 3 This week Grand To 10 00 LAST GER This month Last month Print report Print report with chart Ex This year Last year Chart Feitar Selection of converted not converted Leads for Leads Reports If you are using Leads module it might be interesting for you to compare not converted leads versus converted leads In order to do that you can select field Converted and then Group by this field Or if you want to see only not converted Leads you set Filter of Converted to Is empty this means that lead is not converted But if you set Converted field filter to Isn t empty you will see in your report only those leads which are converted 10 gt T gt SAI i N S Analytic Reporting Tool for SUGARCRM Delete Back to reporta Leads by Status Detailed Report Editor Filters Leads Lead Status Isn t T Junk Lead x and Lea B lame isn t empty x and v Leads Converted Is empty T Add group Report EI 4 Lead Status Lead Num FirstName LastName Company Primary Phone F Primary Email Lead Source E Attempted to Cont 2 00 Attempted to Contact LEAS Doran Lukmeb LUX Hotels 7 977776665 Web Site Attempted to Contact LEAS Rickey Gold
38. s report ES Delete Back to reports Products by Sales Order Status by Month Report Editor Filters Fields Aggregates Grouping and Sorting Sharing access O Include details Field Sum Average Count Sales Order Sub Total O O x Report E amp Status Product Name 2014 Jan 3 2014 Feb 2014 Mar 2014 Apr va 2014May 2014 Jun 3 EI Delivered 1 4 995 00 Delivered Pro XYZ 4 995 00 EI Cancelled 2 7 4 120 00 4 120 00 Cancelled Product C 2 060 00 2 060 00 Cancelled Vtiger Single User Pack 2060 00 2 060 00 i EI Approved 4 1 140 00 8 240 00 4 120 00 12 360 00 Approved Product B 1140 00 824000 2 060 00 Approved Vtiger Single User Pack 2 060 00 Approved Cd R CD Recordable 6 180 00 Approved Product C 6 180 00 Grand Total 1 140 00 8 240 00 4 120 00 4 120 00 9 115 00 12 360 00 Export as xlsx a Chart Editor Type Column hd Title Sales Order amounts by Status by Month Chart O Grouped tacked Approved Cancelled Delivered 7 055 0 6 000 0 5 000 0 4000 0 3 000 0 2 000 0 0 0 Ko ger xe pe ue sot a an we ao ad 8 You have to click Save button if you want to save changes of your settings for this Report or Chart The save button applies to both Report and Chart settings 4 a T gt SARP i E N 5 Analytic Reporting Tool for SUGARCRM If you want to create new report ba
39. s there to delete the Filter Please remember to save the Filter changes if you would like to keep them for next time when using this report If you are not sure that you want to Save your changed filters you can click Preview to see and then exit the report without saving if you want to omit the change Also you can use Save as option to keep current report without changes and play with a new report at the same time n EE IT gt SAI i E N S Analytic Reporting Tool for SUGARCRM Additional pre defined date and datetime filters for report viewing and for regular e mail scheduling of Next days for example next 25 days or next 60 days from report viewing auto sending date Hof Passed days for example last 25 days or last 60 days till report viewing auto sending date Hof Greater than days for example if today report viewing auto sending date is February 1st and I enter 5 then report will show data where Created date is starting from February 6 and more of Less than days for example if today report viewing auto sending date is February 1st and enter 5 then report will show data where Created date is less than January 26 Also you can use date filters for this week last week this month last month this year last year Filters Organizations Created Time Isnt Isn t empty Add group ls before Is after Between Preview Not between Today Tomorrow Report T
40. sed on existing report settings you have to click Save as you will be prompted to enter new report name folder and description before saving it Delete button also applies to both current report and chart If you confirm the deletion of this report you will have permanently removed it Note Save Save as and Preview buttons you can see and use only if you have permissions to Edit this report Delete button you can see and use only if you have permissions to delete this report Click to Back to reports button will bring you to the list of Folders and Reports without saving changes to existing report settings unless you had saved those changes already Next line is Report Name By click to the pencil on the right side of the report name you can change the name and description of this report ES Delete Back to reports Quote Amounts by Products by Quote stagd eee Ne x Filters Report Name Quote Amounts by Products by Quote Stage Quotes Quote Stage Isnt Y 1X Report Description Add group Proview a Report Save Cancel E amp Subject Quote Stage Aggregate D E abcd1234 8 After Report Name you can see the 4 main big parts of your report one after another Report Editor where you can edit Report settings Report shows report data according to its settings Chart Editor for Chart Settings Chart shows your chart according to report and chart settings al ae a
41. ta and also the Chart Filter can also be used as Search In pre defined report you can see what filters are already applied You can modify those add remove or edit existing 1 First you need to select the column field by which the filter will be applied if you start typing any part of needed Field name or module name the pick list will return matching list Quote Amounts by Products by Quote Stage Report Editor Filters Quotes Valid Till Between Y x Quot Q Quote Information Quotes Quote No aR Quotes Subject e Aggregate 2014 Jan 2014 Feb 2014 Mar 2014 Apr 2014 May Quotes Opportunity Name ab Quotes Quote Stage Sum Qty 100 200 ab Quotes Valid Till Sum Net Price 13000 26000 ab Cintas Cantart Name hi Sum Qty 100 100 abcd1234 Created Sum Net Price 13000 13000 abcd1234 Delivered Sum Qty 100 100 I SAPIENS Analytic Reporting Tool for SUGARCRM Then you need to select the operator for the criteria for example Is if you need to get a match with your specified criteria Isn t if you want to set criteria to be dismissed from the report In our example we want to filter only those Quotes which have Valid dates between June 1st 2014 and June 30th 2014 We choose operator Between Then we set criteria In our sample since we choose Between operator we can now set start date and end date Report Editor Filters Quotes Valid Till z Between v 2014 06 01 2014 06 30
42. te Stage 4 Use Organizations Organization Name Quotes Valid Till i these S S 2 Organizations Organization No Quotes Currenc arrows g g lick Yy Organizations Phone es Products Unit Price X to Organizations Website Products Commission Rate i J change Organizations Fax Products Product Name the field Organizations Ticker Svmbol Z Inventory Net Price order 11 4 a gt SARP i E N 5 Analytic Reporting Tool for SUGARCRM 5 If you need to see only the summary data in your report please keep Include details check box un selected If this check box is not selected then in your report you will see only Grouped and Summarized data only those fields which are selected under tab Aggregates and Grouping and Sorting In this case the column order will depend on selected grouping and sorting order under Grouping and Sorting tab In both of the selection boxes you can highlight multiple fields for further operations if needed simply keeping Ctrl key pressed while clicking on necessary fields Please remember to save the selected Field changes if you would like to keep them for next time when using this report If you are not sure that you want to Save the changed Field selection you can click Preview to see and then exit the report without saving if you want to omit the change Also you can use Save as option to keep current report without changes and play
43. to see edit and delete for Individual user or for Role to apply permission for all Users having in this Role 20 gt SAP E N 5 Analytic Reporting Tool for SUGARCRM View permission means that user can open and preview report data with current settings he will not be able to change and save any of the report or chart settings he will also not be able to use Save as button e Edit permissions mean permissions to change any of the report and chart settings and also to use Save as option for copying existing report to create new If user has permission Edit he certainly can also View the report 2 Identified user in Owner pick list is the one who can always see edit and delete the report with chart You can then set this report to Public or Private mode If you set Public then all SUGARCRM users who have Analytic Reporting module enabled for their profiles will be able to see this report For Public Report you can identify for all users should they be able only to see this report and chart or can they also edit or even delete it 4 If you set the Report mode to Private then only Owner can see edit and delete this report In addition to the owner you can identify either specific user s or user group s to be able to View edit or even delete current report Click on the User or Group in the left side box then use green arrow to move it to the right side box Now in the rig
44. ummary pivot crosstab reports Choose report grouping and summary options incl the grouping order Can identify what should be displayed as row and what should be column in your report Identify order for unlimited grouping and summary levels Chart types Pie Line Bar Combined Multi axis Funnel and Gauge O O O O O O O O Change chart types and set options what should be displayed on which of the axis o Inthe same report and chart you can summarize and compare data from various modules e Charts are interactive on mouse over or mouse click on the chart area small pop up will show you the name and amount of the representing area Quotes Sum Sub Total Sales Order Sum Sub Total lnvoice Sum Sub Total 16000 14000 12000 2014 Mar E Quotes Sum Sub Total TiU 10000 E Sales Order Sum Sub Total 2060 nad M Invoice Sum Sub Total 16000 5000 4000 2000 0 E LEE ne pi ne ye a aot qo q Jo no Date e Reports can be exported to Excel or PDF format e Charts can be saved as pictures png format e Charts can be added to SUGARCRM Homepage e For each report you can set permissions for individual users or user groups to allow to see or also edit delete the report e Regular Report auto creation and emailing as Link and or PDF Excel attachment to selected users can be scheduled e Reports are organized in the folders you can move reports in a needed folders You can edit delete these folders and you can create your own n
45. with a new report at the same time CALCULATE YOUR OWN FUNCTIONS CALCULATED FIELDS TAB With Analytic Reporting you can now calculate your own functions based on source fields and or constants Please follow these steps for function creation 1 Open the report where you would like to add the function 2 Open tab Calculated fields Campaigns Organizations Detailed Reports a Report Editor Calculated fields Field Edit formula Formula O a Report EI amp Campaign Name Campaign Type Product Campaign Status Product Name Account 3 With a click to green you can add the calculation you can add unlimited number of calculated functions just use green for adding one more 4 You can now replace Untitled field 0 with the name of the new field In Edit formula column you can first choose what would you like to do Calculated fields Field Edit formula Formula Add v Untitled field 0 Subtract 1001 se Multiply a E a a ee A ete a ee 00i Divide v a Add is like of one field constant another field constant b Subtract is like following first selected field constant next after that c Multiply for field constant multiplication d Divide is for dividing 5 After you have selected the necessary operation type please select fields or constants to which these operation should be applied 12 n E IT gt SAI i E N S Ana
Download Pdf Manuals
Related Search