GETTING STARTED WITH REPORTING

Bryan Leung

Senior Professional Services Consultant

SugarCRM

@TwitterHandle #SugarCon

Overview:

▪ Data Analysis▪ Reporting Features▪ Report Types▪ Demonstration▪ Best Practices▪ The future of Reports

Data Analysis

Marketing• Targets • Target Lists• Campaigns • Leads

Sales• Leads • Accounts• Contacts• Opportunities

Support• Cases • Bugs

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Reporting Features

▪ Group, organize and extract data for analysis▪ Create detailed row by row reports▪ Create summation reports to group and summarize

data▪ Create matrix reports to display results in a grid

format▪ Schedule a report to run and have it delivered to you

via email

Report Types

▪ Rows and Columns– In-depth information in row and column format

▪ Summation– Overview of the data, grouped by specific criteria– Display results in groups, based on a particular field

value– Include sum, count, max values for each group– Create charts to display the results visually

▪ Summation with Detail– Like Summation and includes columns of data fields

from records of selected modules▪ Matrix

– Similar to a Summation report– Overview of the data displays in a grid– Display results in up to 3 group bys

Row and Column

SummationReport

Chart Types:No ChartHorizontal BarVertical BarPieFunnel

Summation with Details

Matrix Report

2X1

1X2

DEMONSTRATION

Creating a report

Best Practices

When new to creating reports, plan out your report on paper first.

When adding a new field in Studio, it might not show up in Reports right away. You might need to close your browser and reopen.

Create a Role for all users that doesn’t allow anyone to Edit or Delete other user’s reports.

Instead of creating reports from scratch, copy an existing report.

Future of Reports

Enhanced Sorting and Grouping Options

Ability for users to schedule and publish reports to others

Ability to summarize the Activity data from multiple modules ( Calls, Emails, Meetings, Notes and Tasks)

Enhanced relationship handling

THANK YOU

@TwitterHandle #SugarCon