The number of reports that can be created is dependant on the application license.
Reports provide you with the information that you need to monitor, run, and grow your business.
Permissions are required to work in the Setup and with Reports.
Reports are a service, like a helper application, that you can include as part of your PerfectMind application. The first step to creating reports is to make sure they are part of the application that your are working in. The Reports list also shows you any Dashboards that have been created.
Reports (and Dashboards) are organized as your Personal Reports, Regional or Business Unit Reports, or Location Reports.
My Personal Reports: These belong to the individual user. They can see and run these reports, and depending on the user's permissions, they can create and change their own reports.
Shared: These reports have been made available to other users to see and use. For example a sales person may create and share a report with other sales people for their own use in the department.
Franchise: These reports can show you information about your entire organization, or specific regions, depending on how you create the report.
Location: These reports use the information available from the specific locations that have been created.
You can create folders to organize your reports in each of these sections. Up to six levels of folders can be created.
To make sure Reports are included with your application:
Go to Setup > Development > Menu Setup.
Click on an application suite in the list.
Select Report from the Available Objects drop down list.
Click Add to put it in the list of objects and services in the application suite.
Click Save to finish, or Cancel to exit without making any changes.
When you are working in your application, you can view existing or create new reports by bringing up the Application Suite selector at the bottom of the page, and click on the Report item.
The view of the locations, reports, and dashboards that the user can see will be determined by the permissions set in their profile. A user may only have a Personal reports folder and a folder for the reports in their location, for example.
Select the folder where you want to create the new report.
Click the Add button and select Add Report.
Select the type of report you wish to create. See: Report Types for details.
Tabular: Shows the results in a basic table or grid.
Summary: Includes summary information such at totals and averages for the information. Allows information to be grouped, such as grouping sales information together by locations.
Matrix: Shows details and summary information for two sets of information, such as sales of different product types in several different locations.
Chose the Header and Grid Line display options.
Click the Next tab.
Choose where you will be getting the information from (the Primary Object).
Create filters to select what information will be displayed. You do not have to create a filter, in which case all of the information will appear in the report. For example, you could choose to view all customers, or create a filter to view only customers from a certain city. See Reports Filtering for details on creating filters.
If an object has related objects, through Master-Detail or Lookup Relationship fields, fields from the related objects will also be available in the filter. For example, if you select your Customer object, which is related to your Invoice object, you can choose fields from Invoice and create a filter for all customers who have invoices over $10000.
The Adjustable on the Report option allows you to modify the criteria
The Advanced options allow you to further refine the filters. See Reports Filter - Advanced for more information.
Choose to filter by Location, so that only information from a particular location is used.
Prompt and Filter By allows you to have the application ask for specific information, for example, show the invoices only for the customer that the user selects. If you embed the report into an object, it will use the information in the object (that particular customer, contact, invoice, etc.) to automatically create the filter without prompting.
Insert Criteria allows you to combine the filter criteria into a formula using AND, OR, and parentheses to organize the filters. For example, for all Customers, select all the customers who are in (City One OR City Two) AND owe more than $1000.
If you selected the Summary or Matrix type reports, you will go to the Grouping tab. This allows you to select up to three options to group the information by. For example, you may want to group by location and product type to see for each location how many sales by product type have been made.
Click the Next tab if have finished grouping the information.
Choose what columns of information you want to see in the report. You can select or change the column by clicking the Choose a Column / <<Name of column>> button. You can delete columns by clicking on the X on the column buttons, or add columns by clicking the Add Column button.
Sort the information by clicking on, dragging, and dropping up to three columns into the Sort By header. Click on the column name in the Sort By header to change the sorting order (from A to Z sorting to Z to A, or from earliest first to latest first, etc.).
On the Summary Fields tab, you can select:
Show Record Count: Shows the total number of records returned for the entire report and for the grouped fields if grouping is used.
Show Detail: For Summary and Matrix reports, it checked, it displays with all groupings expanded, other wise it can be expanded manually in the report.
In addition, you can choose fields to do summary operations on, such as a total or average values for the column. For example, if there was a Quantity, you could select Sum and Average, and the total and average values would be shown at the top of the Quantity column.
If you want to display your report graphically, choose the Chart Type, otherwise click the Next tab to continue. The Chart Type selects how you want the information to be displayed; as a pie chart, line graph, bar chart, etc. For more details see: Charts and Presentation
Enter a title, header, and footer for the chart.
Choose the Presentation options.
Click the Next tab to see a Preview of the report.
You can go back and change the report options if you want to make changes. That can also be done any time after saving the report.
Click Save to save the new report, Cancel to return to the reports list without saving any work or changes.
Enter a name for the report. This will be displayed in the reports list.
Select the folder where you want the report to appear.
Reports - Filtering
Charts and Presentation
User Overview
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