You can create new module-specific reports linking some of the other cross-functional modules. For example, you can create a report in the accounts module linking other modules such as Contacts, Deals, Quotes, and others.

Types of Report

• Tabular Report: Displays the data without any subtotals in the report. Use this type of report to create contact mailing lists, consolidated view of sales pipeline, and others.
• Summary Report: Displays the data along with subtotals, groupings, and other summary information.
• Matrix Report: Displays the data summarized in a grid against both horizontal and vertical columns.

  Generate reports

Create Reports

You can create new reports according to your organization's requirements. The customization of a report involves the following steps:

• Select the module and the corresponding cross-functional modules
• Select the report type (Tabular, Summary, or Matrix report)
• Select the report columns
• Group the columns
• Select the calculation functions
• Specify the advanced sorting filters
• Save the report in folder

Availability

Part 1: To select a module and the cross-functional modules

1. Click the Reports tab.
2. In the Reports Home page, click Create Report.
3. In the Create Report page, do the following:
   • Select the primary module from the drop-down list.
   • Select the cross-functional modules from the Related Modules list box.
     You can use the fields from the Related Modules in defining the criteria, in adding columns in your report and select columns to total.
4. Click Continue.

Part 2: To select the report type

1. In the Create Report page, under the Report Type tab, select one of the following report options:
   • Tabular Report
   • Summary Report
   • Matrix Report

Part 3: To select the report columns

1. In the Create Report page, click Columns tab.
2. Do the following to select the columns to be displayed in your report:
   • Select the columns from the Available Columns list box.
   • Click Add.
   • The columns will be added to the Selected Columns list box.
   • Use the Up and Down arrow keys to sort the display order of the columns.
   • Select the column name and click to delete the selected column.
3. Click Save.
   In the pop up window, specify the Report Name, Description, and Report Folder details.
4. Click Run to save the report first, and then run it.
5. Once you have selected the report columns, click the Grouping tab if you are using Summary Report otherwise click the Columns to Total tab (Refer to Step 5 ).

Part 4: To group report columns

Part 5: To select the calculation functions

1. In the Create Report page, click the Columns to Total tab.
2. In the Columns to Total section, select the required calculation functions ( Sum, Average, Lowest Value, Largest Value ).

Part 6: To specify advanced sorting filters

1. In the Create Report page, click the Criteria tab.
2. In the Criteria section, select the additional criteria for the report.
3. Once you have completed the report customization, do one of the following:
   • Click Run to preview the report.
   • Click Save.
   • Click Cancel.

Part 7: To save report in folder

1. In the Create Report page, click Run or Save.
   Note, that you can run the report only after you save it.
2. In the Save Report dialog box, do the following:
   • Enter the Report Name.
   • Enter the Description of the report.
   • Select the Report Folder in which the report has to be stored.
3. Click Save.

Edit Criteria Patterns

Example:
You would like to create a report that lists out the deals based on the following criteria:
Stage is 'Closed Won', and Deal Owner is 'Manish Patel or Martin Wilson', and Expected Revenue is greater than '$10000 USD', and Lead Source is 'Cold Call or Web Form'.

You can create this criteria easily with the Criteria option as given below:


The criteria pattern will be automatically set as:


Since the criteria pattern does not match the requirement, you can edit it as:

• Round brackets: ( )
• and / or operators
• Criteria Row Number

Important Notes

• When the Change Pattern box is open, you cannot add or delete a criteria row under the Specify Criteria section.
• The operator precedence will not be taken into account if you do not specify brackets. For example, if you specify the criteria as 1 or 2 and 3, it will be considered as ((1 or 2) and 3)
• You can change the and or or of the criteria rows and it will be updated in the Editor below.
• You can change the and or or condition in the pattern and it will be updated in the rows above.
• If you specify 1 and 2 and save it, on editing the report the pattern will be shown as (1 and 2). For (1 and 2) or 3 the pattern will be shown as ( (1 and 2) or 3 )
• If you add more rows in the editor and delete one by one there will be additional brackets displayed in the pattern. For example if there are 4 rows added and you delete the 3rd row, the criteria pattern will be as ( ( ( ( 1 and 2 ) ) ) or 3 ). If the first row is deleted then it will be shown as ( ( ( ( 1 ) ) ) or 2 ). However, on saving the criteria, it will change as ( 1 or 2 ).
• Make sure that you do not use the following as they are invalid: (), (and), (or)
• If the brackets do not match it will be treated as invalid.
• There will be an error message, if the number of rows and the numbers given in the pattern does not match and also, if there are any missed numbers in the pattern specified.
• Save and Cancel buttons on the report will be hidden while editing the criteria pattern.
• In case the final brackets are missing, there will be a difference in the Criteria Patterns Editor and its view mode.

  Your Criteria Pattern in Editor	Your Criteria Pattern in View Mode
  ( 1 and 2 ) or ( 3 and 4 )	(( 1 and 2 ) or ( 3 and 4 ))
  1 and 2 and 3 and 4	(1 and 2 and 3 and 4 )
  ( 1 or 2 ) and ( 3 or 4 )	( ( 1 or 2 ) and ( 3 or 4 ) )