Create Custom Report

Salesmate reports are the detailed and informative list of records. Each report provides access to important data required for various purposes. In Salesmate CRM, standard reports are provided in various modules, which can be either used as it is or customized further as per your business requirements.

We at Salesmate understand that every business process is unique and require there own set of combination of reports. Hence we have up come with a unique solution of creating customised report and allowing our unique customers to download it in excel supported formats for future reference.

Creating a Custom Report

• Navigate to Reports 2.0, then click on the Report button displayed on the top right side.

To customize a report, there are three stages:

• Specify Report Info
• Define Data Filters
• Setup Visualization

REPORT INFO

Here you can specify the Report information which will consist of the below fields

• Report Name (which will be displayed on the front)
• Description (what is the Report all about)
• Folder Selection (Location where the report will be stored)
• Module Selection (select the individual module or associate it with another i.e submodule)
  
  • Contact - Company, custom multi lookup fields
  • Activity - Contact, Company, Deal, custom multi lookup fields
  • Deal - Contact, Company, Product, custom multi lookup fields
  • Company - No submodule, custom multi lookup fields 
  • Product - No submodule

Once the above fields are filled, you can proceed to the next stage.

DATA

Here you need to define the Report Parameters, this is the section where you need to select the Report Attributes.

• Date Time Frame (Select the date range of which you want to display the Report)
  • Only the date field associated with the primary module can be selected

• Define Filters (Select the conditions which will narrow down the report details)
  • Multiple filters associated with both the modules can be applied here using AND/ OR operator

• Preview Data (Select the columns you would like to display in the Report)
  • The field preview updates automatically after making the above selections

After selecting the above parameters, please proceed to the visualization stage where you can configure the display of the Report.

VISUALIZATION

This section deals with the front-end view of the Report which can be customized by defining many factors in terms of Data and Display.

Data

• Chart Type (Choose the type of chart through which you would present the Report)
  • The following type of charts are available under visualization
    • Horizontal Bar Chart
    • Vertical Column Chart
    • Line Chart
    • Area Chart
    • Donut Chart
    • Pie Chart
    • Summary Metric(s)
    • Data Grid (Table) 

• Configure Data Chart
  • Display column (Select the field as a column for display), following type, can be selected
    • Date Fields
    • Select Fields
    • Multiselect Fields
    • Boolean Fields
    • User type fields i.e. Owner, Created-By, Last-Modified-By
    • IconisedSelect i.e. tag type
  • Measured by column (to see the chart plotting)
    • The following type of fields can be selected
      • Decimal
      • Integer / Big Integer
      • Currency
      • Percentage
    • Select any of the operators to apply on the Measured by column
      • Count
      • Sum
      • Min
      • Max
      • Average
  • Sorting (Sort the chart data in Ascending/ Descending order)

Display

Under here, you can make display changes by adding more details in the Final Report, it consists of the following fields:

• Show total rows (to show the sum of the rows below the grid table)
• Hide data labels (to hide the labels put on the report chart)
• Color theme (select the colors from the dropdown to visualize the report chart)
• Layout (Align the legend as in Horizontal/ Vertical)
• Align (Aligning the report in left/ center/ right)
• Vertical Align (Align the legend to top/ bottom)
• Floating (True/False)

After verifying all the stages, once the report has been made, click on the Save button in the bottom-left, you will get a success message flashed on the screen and the report will get saved in the respective folder from where it could be viewed and updated.