Reports 4 You for vtiger 6.x |
Reports 4 You for vtiger 5.x |
You are able to create 5 types of reports:
New functionality of Reports 4 You is Key Metrics. Key Metrics allows you create Views onDashboard with information like Count of records based on Filter. With Reports 4 You, Key Metricsalso allows, after creating Tabular Report, use these Metrics ( SUM, AVG, Min, Max) on Dashboard.
Try to answer:
Try to use Limit and Sort order.
You are able to set Limit of shown records as well as sort based on fields Ascending or Descending.
Standard vtiger name of fields are good.
But with Label you can rename all reported fields as you want.
It can help you to better understanding of Report.
In Filters you can specify the conditions to filter the results in a report.We can specify conditions in Filters and Summaries Filters.Filters have all the fields from the selected module and its related modules where the comparator and condition can be choosed based on type of field selected. You are allowed to provide unlimited number of conditions, recommender into 5 conditions.
Filters
here you are able to create Filter, add new Condition to Filter or add New Group of Filters
. Course, there are options to Delete Condition(s)
.It is good to note our better comparators for time Columns (e.g. Less then today, More thentoday, Older than … day, …) and repair some standard comparators (e.g. Last/Next Days, …).(For example you can use it to Report Invoices that are not paid more then 7,... days).
Summaries filters
powerful option to create Filters from Summaries fields
In this step, you can Send Reports at regular intervals to specific users through email without logging in to the CRM. Do not forget to check "Scheduling Active" to run this report using workflow scheduler. You are able to export PDF or EXCEL file or both.
We support also generate 5 types of Charts: