Custom Reports - Revision history

Jeff Epperson at 15:47, 22 April 2014

2014-04-22T15:47:53Z

Jeff Epperson at 15:45, 22 April 2014

2014-04-22T15:45:52Z

Jeff Epperson at 15:45, 22 April 2014

2014-04-22T15:45:35Z

Jeff Epperson at 15:36, 22 April 2014

2014-04-22T15:36:38Z

Jeff Epperson at 15:34, 22 April 2014

2014-04-22T15:34:42Z

Jeff Epperson at 15:24, 22 April 2014

2014-04-22T15:24:54Z

Jeff Epperson at 15:24, 22 April 2014

2014-04-22T15:24:10Z

Jeff Epperson at 15:16, 22 April 2014

2014-04-22T15:16:34Z

Jeff Epperson at 15:10, 22 April 2014

2014-04-22T15:10:26Z

Jeff Epperson at 15:07, 22 April 2014

2014-04-22T15:07:49Z

← Older revision		Revision as of 15:47, 22 April 2014
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	If changes are made and a field is to be added, make sure to click ADD FIELD to save.		If changes are made and a field is to be added, make sure to click ADD FIELD to save.
		+
		+
		+	== Edit Report ==
		+
		+	To edit a report, select the report name or click the edit icon on the Reports index page.
		+
		+	The full report creation screen will be presented. Make changes as needed.
		+
		+	If changes are made in any section, make sure to click SAVE within that section.

← Older revision		Revision as of 15:45, 22 April 2014
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	'''Event Form Fields'''		'''Event Form Fields'''
−

	This section allows reporting on [[Event Forms]] that are entered into CallProof.		This section allows reporting on [[Event Forms]] that are entered into CallProof.

← Older revision		Revision as of 15:45, 22 April 2014
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	This section allows reporting on [[Event Forms]] that are entered into CallProof.		This section allows reporting on [[Event Forms]] that are entered into CallProof.
		+
		+	Select the Event Form to report on.
		+
		+	Select '''Count Entries''' to add a column with total number of times the specified Event Form was entered during the reporting period.
		+
		+	Select the Event Form field to work with under '''Add Field'''. Options to count, sum the values, or average the values will be given just below. Example: If an Event Form was entered every time a product was sold, selecting the Total Invoice field here and a Field Action of sum would total up all the invoices and present a grand total on the report.
		+
		+	'''Field Action'''
		+
		+	If a field is selected from an Event Form, select how to report on this field. '''Count''' will present the number of times the field was filled out. '''Sum''' will add all the entries in this field and present the sum total. '''Average''' will present the average of all entries in the selected field.
		+
		+	If changes are made and a field is to be added, make sure to click ADD FIELD to save.

← Older revision		Revision as of 15:36, 22 April 2014
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	Clients of CallProof that utilize VOIP service to make and receive calls with CallProof can select this checkbox. When checked, a new column will appear on the custom report showing a sum total of recorded calls made by the sales rep.		Clients of CallProof that utilize VOIP service to make and receive calls with CallProof can select this checkbox. When checked, a new column will appear on the custom report showing a sum total of recorded calls made by the sales rep.
		+
		+	If any changes are made, remember to click SAVE immediately underneath it.
		+
		+
		+
		+	'''Event Form Fields'''
		+
		+
		+	This section allows reporting on [[Event Forms]] that are entered into CallProof.

@@ Line 49: / Line 49: @@
 Each section of the form is independent.  If a change is made within a section of this page, click SAVE to update the report.  Each section is contained within a border.  If a change is made, click save within that section or changes will be lost.
+'''UPDATE REPORT'''
 '''Name''': Name of the Report
@@ Line 71: / Line 71: @@
 Click SAVE within the top section to save changes.

@@ Line 51: / Line 51: @@
-Name: Name of the Report
+'''Name''': Name of the Report
-Date Mode: Rolling is last X days.  Static is for a set period time like the past month.
+'''Date Mode''': Rolling is last X days.  Static is for a set period time like the past month.
-Start Date Offset: If using rolling, select how many days back to start reporting.
+'''Start Date Offset''': If using rolling, select how many days back to start reporting.
-Number of Days: If using rolling, select number of days to include in report.
+'''Number of Days''': If using rolling, select number of days to include in report.
-Send Schedule: Select to have report generated and sent weekly or monthly.
+'''Send Schedule''': Select to have report generated and sent weekly or monthly.
-Week Days:  Select days to include in report.  If closed on weekend, Saturday and Sunday would not need to be selected.
+'''Week Days''':  Select days to include in report.  If closed on weekend, Saturday and Sunday would not need to be selected.
-Included Sales Reps: Select the sales reps to appear on the report.
+'''Included Sales Reps''': Select the sales reps to appear on the report.
-Report Recipients: Select reps and managers to receive the report.
+'''Report Recipients''': Select reps and managers to receive the report.
-Additional Recipients: Add any others emails that need a copy of the report.
+'''Additional Recipients''': Add any others emails that need a copy of the report.
 Click SAVE within the top section to save changes.

← Older revision		Revision as of 15:24, 22 April 2014
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	[[File:customreports_new.jpg\|200px\|thumb\|right\|Create New Report]]		[[File:customreports_new.jpg\|200px\|thumb\|right\|Create New Report]]
		+	Next, create the actual report. Select what needs to be reported, who receives it, and when. This can be edited at any time from the Custom Reports index screen.
		+
		+	Each section of the form is independent. If a change is made within a section of this page, click SAVE to update the report. Each section is contained within a border. If a change is made, click save within that section or changes will be lost.
		+
		+
		+
		+	Name: Name of the Report
		+
		+	Date Mode: Rolling is last X days. Static is for a set period time like the past month.
		+
		+	Start Date Offset: If using rolling, select how many days back to start reporting.
		+
		+	Number of Days: If using rolling, select number of days to include in report.
		+
		+	Send Schedule: Select to have report generated and sent weekly or monthly.
		+
		+	Week Days: Select days to include in report. If closed on weekend, Saturday and Sunday would not need to be selected.
		+
		+	Included Sales Reps: Select the sales reps to appear on the report.
		+
		+	Report Recipients: Select reps and managers to receive the report.
		+
		+	Additional Recipients: Add any others emails that need a copy of the report.
		+
		+
		+	Click SAVE within the top section to save changes.

← Older revision		Revision as of 15:16, 22 April 2014
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	== Add New Report ==		== Add New Report ==
	[[File:customreports_add.jpg\|200px\|thumb\|right\|Add Report]]		[[File:customreports_add.jpg\|200px\|thumb\|right\|Add Report]]
		+
		+
		+	To create a new report, click on the ADD REPORT near top right of the report index page.
		+
		+
		+	Name the report and click SAVE.
		+
		+
		+	[[File:customreports_new.jpg\|200px\|thumb\|right\|Create New Report]]

@@ Line 29: / Line 29: @@
 [[File:icon_report_duplicate.jpg]] Create a duplicate of existing report
-[[File:icon_report_archive.jpg]] Archive report.  Will not be seen here, but will still be saved in CallProof.
+[[File:icon_report_archive.jpg]] Archive report.  Will not be seen here, but will still be saved in CallProof
 [[File:icon_report_delete.jpg]] Delete report.  This cannot be undone and users will have to verify when deleting.