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How to create a report

Reports are located in the same area as before, we have just changed the layout and functionality of reports

When the report icon is pressed, the next screen a user can see the new reports area:

What is new on this screen, is the user can now see a folder area so all reports can be organised as you want. The main table shows all the reports that have been created. All columns can be sorted ascending/descending by clicking on the column header and all fields can be searched by entering text in the search box and hitting enter will filter the results.

In this example, if the user clicks the column header “Name” the column will sort and the arrow icons will show if the sort is ascending or descending.

To create a report, press the “ Create Report” button. When this button is pressed, the next screen a user can see is the select module screen.

If we want to change the module which you want to base your report, click on the drop down and you will see a choice of modules:

The modules available are:

  1. Leads
  2. Accounts
  3. Activities
  4. Opportunities
  5. Contacts

Once you have selected a module, select the related module you want to report on

In this case, select the related modules, you can select multiple modules if you would like. Then click next to keep building your report…as you progress, the tracking bar shows you how much of the report you have built.

Clicking next, takes you to the next screen where you can select the type of report you would like. As you can see, the progress bar has increased to 20% completed.

To Once you have selected the type of report you will be asked to map which columns you would like to see in the report. Remember when you were asked which modules you wanted to report on…this screen shows the available columns from the earlier selected modules for you to report on. Next you have to select the columns

You can select multiple fields by holding down CTRL on widows or cmd on a mac. Then click the “Add” button to report on these fields.

Once these are added, you will see the values show in the selected columns. These report result will be formatted by the order of the column with the fields at the top of the order to be the first column in your report. To change the order, use the arrows on the right-hand side.

Added an extra field by mistake? Highlight the field(s) and click the delete button and these will be removed.

BuddyCRM reporting module can help you analyse your data, if you want to apply totals to columns; BuddyCRM can do this for you.

You can select if you want the columns to sum, provide you with the average or highlight the highest or lowest value.

When you click next, the screen you are presented with is to filter the data you have selected. There are pre-set date range filters (such as last 7 days, last 30 days) or you can apply a custom filter and select the date range you want.

Additional filters can be applied to the data as well.

In the above example, we have decided we only want to report on Accounts which are owned by Philip Mayling. You can add more filters to the data you will obtain in your report. To do this, press the “+” button and build the filter you need.

To obtain your report, click “Next” and you will be taken to this screen, your report is done, all you need to do is to name your report and click “Save”

Select the folder you want to store your report and name the report.

In the below example we are storing this report in the folder “Account Report” have named the report “Philip Opp last 30 days” and have added in the optional description.

You have the option to add a new folder for your report too:

Pressing save takes you back to the report area, here you can search for your report and view the data.

Updated on November 1, 2018

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