1.1. How to Create a Report:

The below mentioned details will show you the whole process following which you can create report about any kind of data contained in the TDS CRM. Proceed with the following steps to create a report.

  • First step:
    In the first step of creating a report, you have to select a primary module. For primary module:
  • Go to Analytics > Reports.
  • Click the icon of Create Report from the toolbar. It will display the list of primary modules.
  • Click the required module. It will display a window where you have to provide the information in following three fields.
  • Report Name: Mention the name of the report. The name should be unique; otherwise it will create problems in validation of step 1.
  • Report Folder: Select the folder where report will be created.
  • Description: provide the description of the report.
  • Click Next.
  • Second step:
    After the validation of first step, you will be directed to select the related modules for the primary modules. You can select as many related modules as you want. Selecting related modules is not necessary, you can continue even without selecting the related module.
  • Third step:
    In the third step, you have to select the report type. There are two options given:
  • Tabular Report: it shows the general view without specifying any grouping. It is simple and fast method of getting data.
  • Summary Report: here you can select the fields to group the records for the report. Along with your data, you can also view subtotals and other summary information.

Select the one according to your preferences. Click Next.

  • Fourth Step:
    In step four, you have to select the fields which will be shown in the report detailed view. You can add these fields from the selected modules. You can also reorder and remove the selected fields as required.
  • Fifth Step:
    Step five is for the users who have selected summary reports as report type. Here, you have to specify the grouping by selecting fields to group records for the report. It also allows sorting these fields in ascending or descending order.
  • Sixth step:
    Step six requires you to select the calculations for the integer fields to create report. For the selected records, you can select the calculations such as AVG, SUM, MIN and MAX.
  • Seventh Step:
    Step seven allows you to filter the report results by specifying conditions. Conditions can be specified in standard filters and advanced filters. Fields can be selected from the drop-down lists. Standard filters contain time and date fields while advanced filters contain all the fields of the selected modules along with the comparison drop-down list and condition field. you can specify as many conditions as you want.
  • Eighth step: In eighth step, you can select the security options for the report. There are three options available:
  • Public: This option allows all users to access the report but editing can only be done by the authorized users.
  • Private: This option allows only authorized users to access and edit the report.
  • Share: This option allows the report owner to share the report with the selected users, but editing can only be done by the report owner.