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As a newer Sugar user, one of the most critical features you will use everyday is Reports. We will provide you with basic information about the Reports Module, show you how to get started using Reports and update you on enhancements we're planning for future releases of Sugar.
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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
$$
✉
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
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