Use Custom Reports¶

General¶

The following fields are mandatory and must be defined for a report:

The only optional system field is Description. It can be used to save additional information about the report.

Designer¶

In the Designer section, you can define the structure of your report.

There are four main subsections that help you build your report:

• Columns—In this subsection, you define which columns your report will contain.
• Grouping—In this subsection, you can define how the information in your report will be aggregated.
• Grouping by Date—In this subsection, you can enable period filters.
• Filters—In this subsection, you apply filters to the data of your report to select only the information you need.

Columns¶

Add a Column¶

To add a column:

1. Specify the required data:

Field	Description
Column	Select the field that contains the required values. The column must be related to the information specified in the Entity field of the General section. You can see the available fields in the list, where fields are grouped by entities.
Label	If required, you can rename the label of the selected field. This custom name will be applicable only to the current report. By default, the field label is used.
Function	Select a function that you want to apply to the field values. The function processes a set of values and displays the requested information. For example, you want a report that shows the number of opportunities with each of the statuses Open, Closed Won and Closed Lost. Then, you can create a report with target entity Opportunity. For the opportunity’s columns, add Status and Id. For the Id field, specify the Count function. As the result, the system takes the first of the statuses and counts how many Ids are listed under it, and the same for other statuses. There are some field-specific functions (e.g. Won Count that shows the number of won opportunities) for the opportunity’s Status field. The most common functions are the following: None—The data is not aggregated, you will see field values as they are. Count—The column displays the number of values in the set. Sum—The column displays the sum of all values in the set. Average—The column displays arithmetical mean of the values in the set. Min—The column displays the smallest value in the set. Max—The column displays the largest value in the set. Note You can see only the functions available for the selected field. For example, Sum is applicable only to numeric fields. Important When you specify a function for any column, all other columns must be added to the Grouping section of your report.
Sorting	Select the sorting order for the field. None—The data in the field are not sorted. Asc—The data are sorted in the ascending order (e.g. from the smallest to the largest number, or from A to Z). Desc—The data are sorted in the descending order (e.g. from the largest to the smallest number, or from Z to A). Important If sorting is defined for several columns, the report is sorted according to the order specified for the first column, and then, if multiple values of other columns correspond to any value of a first column, they will be sorted according to the order defined for the next columns. Let us display the following table. Unsorted: A 1 C 1 B 3 A 3 B 2 B 1 C 3 For example, the Asc sorting is defined for the first column and Desc—for the second: Sorted: A 3 A 1 B 3 B 2 B 1 C 3 C 1 After the report has been generated, it can be sorted by any of its columns.

2. Click Add.

The field you have defined will appear in the COLUMN table.

Edit a Column¶

To edit a column:

1. Click the Edit icon to the right of the corresponding row.
2. Perform the required changes as described in the Add a Column section description.
3. Click Save.

Delete a Column¶

To delete a column:

1. Click the Delete icon to the right of the corresponding row.
2. In the Delete Confirmation dialog box, click Yes, Delete.

Rearrange Report Columns¶

To move a column, click the Move icon to the right of the corresponding row, hold the mouse button, and drag the column up (to make it appear earlier in the report) or down (to make it appear later).

Grouping by Date¶

In this section, you can define whether to show additional period filters for this report on the report view page.

With these filters, you can define the date range to filter the report data and group the data in this range by periods (days, month, quarters, years). You can also decide whether to show or not the periods that do not contain any data.

Field	Description
Enable Grouping by Date	Select this check box to enable additional date filters.
Date Field	Select the date field which will be used for grouping. Only the date fields related to the selected entity are available.
Allow to Skip Empty Time Periods	Select/deselect this check box to show/hide the periods that do not contain any data.

Chart Designer¶

View a Custom Report¶

From the Custom Reports List¶

In the main menu, navigate to Report & Segments > Manage Reports, and in the custom reports list, click the required report.

Alternatively, hover over the More Options menu and click the View icon.

From the Custom Report View Page¶

In the main menu, navigate to Report & Segments. Custom reports are gathered in sections by the name of the field they are related to. Select the required section, navigated further to the desired report, and click it.

From the Custom Reports Grid¶

1. In the main menu, navigate to Report & Segments > Manage Reports.

2. On the All Reports page, hover over the More Options menu, and then click the Edit icon.

   

3. Update the report details as required. For the description of the fields, see Create a Custom Report.

4. Click Save.

From the Custom Reports Grid¶

1. In the main menu, navigate to Report & Segments > Manage Reports.

2. On the custom reports page, select the report to delete, hover over the More Options menu, and then click Delete.

   

3. In the Deletion Confirmation dialog box, click Yes, Delete.

From the Custom Report View Page¶

Alternatively, you can delete a custom report from the reports view page by clicking Delete in the upper-right corner.