Advance Reports
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Next-Level Reporting for Smarter Decisions
The main page of Advance Reports provides a central hub for managing advanced, customizable reports. Users can create detailed reports using multiple modules, apply filters, and save them for recurring use.
Centralized view of all advanced and custom reports.
Combine data across multiple CRM modules.
Save report templates for recurring analysis.
Deep-Dive Into Customized Data
The Detail View provides a full report with complex filters, grouping, and visualizations. It allows businesses to uncover trends and analyze performance with precision.
Generate reports with advanced filters and grouping.
Cross-module reporting for complete visibility.
Export to PDF, Excel, or CSV formats.
Advanced Report Creation
The Advanced Report module allows users to build detailed, customized reports in three simple steps. First, define the report setup by entering its name, type, and related modules. Next, configure the data by selecting columns, groupings, and metrics to shape the reportโs structure. Finally, apply filters and conditions to refine results and display only the most relevant information. Together, these steps provide flexibility and control to generate powerful, data-driven insights.
Step 1: Report Details & Modules
In this step, you define the basic structure of your report.
Report Name: Enter a unique and descriptive title for your report.
Report Type: Choose the output format (e.g., Table, Summary, etc.).
Description: Provide details to explain the purpose of the report.
Primary Module: Select the main module from which data will be fetched.
Related Modules: Link up to 3 related modules for more comprehensive reporting.
Assigned To: Assign the report to a specific user for management.
๐น This step sets the foundation of your report by defining what data will be pulled and how it will be categorized.
Step 2: Select Columns & Metrics
Here, you configure the data fields and calculations for your report.
Select Columns: Add fields (like ticket number, title, status, etc.) to display in the report.
Group By: Organize data by one or more categories (e.g., Assigned User, Priority).
Metrics: Apply functions such as Sum, Average, Min, Max on numeric fields like Hours or Days.
Rename Columns: Customize column names for clarity.
๐น This step helps in shaping the report structure with the exact data and calculations you need.
Step 3: Add Conditions
The final step allows you to filter data to meet specific requirements.
Field: Choose the field (e.g., Priority, Status, etc.) to apply conditions on.
Comparator: Define how the value should be matched (=, <, >, etc.).
Value: Set the criteria (e.g., Urgent, High, Open).
Condition Logic: Use AND/OR to combine multiple conditions.
Add More Conditions: Include additional filters for more precise reporting.
๐น This step ensures your report only shows relevant data that matches the defined filters.
