Generating reports
Last updated
Last updated
Follow the instructions below to generate reports.
1. Click Reports on the top.
2. Click Reports and New Folder on the left pane.
3. Name the new folder and click the save icon . To revise the name, click the pen icon .
4. Click the folder and click New Report on the right pane.
5. Select a report type pertaining to leads, accounts, or opportunities.
6. Fill in details of the report.
a. Enter Report Name: It is required to name the report.
b. Specify Filter Criteria: Click New Filter to add and designate one or more data filtering conditions from the field labels that you have created for your leads / accounts / opportunities. Then specify the condition logic for filtering criteria. For example, if you add two data fields, you can write “1 or 2” to filter either by the first data field or the second one. Otherwise, you can write “1 and 2” to the filter the data that meet both data fields.
• Field
Pick a field label from the selection list and select a condition that meets your demand. The selectable field labels all initiate with “New”, indicating to replace the original configuration.
• Condition
The conditional options vary with the data fields. If the selected data field denotes a string input, any data of your leads / accounts / opportunities that is equal to, starts with, or contains that string would be included for the workflow. If the selected data field denotes a number or date, the workflow would appropriately apply to any of your leads / accounts / opportunities that match the information equal to, greater than, or less than the specified number or date.
• Value
Manually enter a specified value for the selected data field, and the value could be a specific client name, an affiliate ID, a place name, an integer or other numbers, or an email address.
c. Select Report Format: The report format is Summary by default.
d. Select Fields to Display: Plan the data display and columns for the report, then drag the data fields you need from the left pane and drop on a desired zone on the right for data display. Up to 10 data fields are allowed to drag and drop to the three zones below to ensure the report is informative yet easy to read.
• Group Zone
• Others Zone
Add one or multiple data fields here to display data in different categories and columns. The data fields added here can be pertaining to either animate or inanimate objects, such as “Created Date”, “Phone”, or “Created By”. Data fields of this zone do not function as any sorting value but rather display information subject to them between the columns of Group Zone and Aggregates Zone in the data table of the report.
• Aggregates Zone
• Sort
Select two fields to perform either ascending sort or descending sort. Select a data field for Sort 1 to display data of the main item or statistical data in the report.
7. Click Save and click Preview to take a look at the layout of the data table beforehand. The dummy data generated in the preview pane does not contain any useful data but serves as placeholder to reserves space where real data is present.
8. If the data table meets your requirements for data display in the report, click Generate Report.
There is only 1 data field allowed to add to the zone. We suggest you add a data field of a generic element among leads / accounts / opportunities filtered, such as “Owner”, “Country”, or more. The data field added in this zone will function as the sorting value of the first column of a report in the dashboard. Refer to for the corresponding configuration.
Numbers are the only data type compatible with this zone. All the data fields created and categorized as the data type “Number” can be dragged and dropped to this zone, such as the customized data fields – “Total Deposits” or “Last Funding Amount”. The data fields added in this zone will function as sorting values of the second column of a report in the dashboard. Refer to for the corresponding configuration. The screen Aggregate By pops up as you add an appropriate data field to the Aggregates Zone. Tick sum, average, or both as the aggregation method(s). (Click to enlarge it.) You can click the kebab button of the data field to change the aggregation method at any time. (Click to enlarge it.) The screenshot below demonstrates the report generated by adding “Owner” to the Groups Zone, adding “Phone” to the Others Zone, and adding “Total Deposits” to the Aggregates zone with both sum and average selected. (Click to enlarge it.)
Select a data field for Sort 2 to display more information in the report. Take the screenshots below as an example. “Owner” is set as the sorting value to sort in ascending order for Sort 1; “Total Deposits” is set for the Sort 2 to sort in descending order and perform aggregation. (Click to enlarge it.)
(Click to enlarge it.)
