sugar u: session 2: creating reports in sugar

Creating Reports in Sugar

Sugar U.

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Andrea Johnson

Senior Professional Services Consultant

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Agenda

This presentation will show you how to…

Create ReportsModify Existing ReportsSchedule Reports for Email DeliveryExport and Print ReportsDisplay report charts on the Dashboard and Home page

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Report Features and Types

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Reports Features

Create Reports using a Report Wizard View created report using the Report Viewer Add Filters

Select AND / OR filters for reports with multiple queriesCreate multiple filter groupsSelect which filters users can change when viewing a saved report (Run-time)

Run a report with multiple groupings of data Select certain reports as My Favorite Reports Use or modify the 40+ out-of-the-box reports

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Report Types

Rows and ColumnsIn-depth information in row and column format

SummationOverview of the data, grouped by specific criteriaDisplay results in groups, based on a particular field valueInclude sum, count, max values for each groupCreate charts to display the results visually

Summation with DetailLike Summation and includes columns of data fields from records of selected modules

MatrixSimilar to a Summation reportOverview of the data displays in a grid

Choose from layout options for the gridDisplay results in up to three “group by” options

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Creating Custom Reports

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Creating a Rows and Columns Report

1. Select a primary module2. Define Filters

Add filters to specify the parameters to select which data is retrieved.Elect filters for related modules

3. Choose Display ColumnsDefine the data fields to display in the report resultSelect data fields to display from related modules

4. Enter Report DetailsInclude basic information: report name, assigned to user, team

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Creating a Summation with Details Report

1. Select a primary module2. Define Filters

Add filters to specify the parameters to select which data is retrievedSelect filters for related modules

3. Define Group ByDetermine how the data is grouped and which group by data displays in the chartUnlimited groups Select group by data for related modules

4. Choose Display SummariesDefine which data is summarized and displays in the report resultSelect data from related modules to summarize and display

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Creating a Summation with Details Report (cont.)

5. Choose Display ColumnsDefine the data fields to display in the report resultSelect data fields to display from related modules

6. Select Chart OptionsSelect the Chart type

7. Enter Report DetailsBasic information: report name, assigned to user, team

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Demonstration

Creating a Rows and Column Report Creating a Summation with Details Report

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Modifying Existing Reports

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Modifying a Report

When you are the assigned to userTo modify your existing report

Click EditTo modify and create a new report from your existing report

Click Duplicate, update selections, click Save

When you are not the assigned to userMake changes to the filters to manipulate data

orClick Duplicate to create a duplicate report and make changes

Make changes, give it a new name, assign it to yourself and the correlating team, and click Save

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Demonstration

Modifying Reports

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Scheduling Reports for Email Delivery

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Scheduling a Report for Delivery

Schedule it to run at periodic intervals System runs it automatically and sends it to

the Assigned To users email Schedule it from the list view by clicking the - -none- - link in the Schedule Report

column

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Demonstration

Scheduling a Report for Delivery

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Exporting and Printing Reports

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Exporting and Printing Reports

ExportingRows and Columns Reports OnlyExport ButtonExports into a .csv file

PrintingPrint as PDF button Print chartsAll report types

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Demonstration

Exporting and Printing Reports

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Displaying Charts on your Home Page

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Displaying Charts on the Home page

Display report charts on the Home pageClick the Add Sugar Dashlets icon on the Home pageClick the desired report name on the Chart Tab

Add My Favorite Reports to Home page

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Demonstration

Displaying Charts on the Home page

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Summary

You’ve seen how to:

Create ReportsModify Existing ReportsSchedule Reports for Email DeliveryExport and Print ReportsDisplay report charts on the Dashboard and Home page

04/09/2023 ©2012 SugarCRM Inc. All rights reserved. 25

Submit Session Feedback

Select the SugarCon Mobile App: 1) Tap on this session2) Tap on survey3) Submit your feedback

*iPad prizes for attendees who submit session feedback using the Mobile App

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