How to create a Detail report?
Let us take the example of the Opportunity Module, follow the steps given below:
- Click on the "Report icon" on the top right corner of the page.
- Click on Add Report and select Detail Report.
- Report details
1. Enter the necessary details of the report. The field details are tabulated below:
| Field Name | Description |
|---|---|
| Report Name | Provide a name for your report. |
| Report Folder | To store your report select the existing folder from the drop-down. |
| Primary Module | Select a module for which you want to create a report. |
| Select Related Module(MAX 2) | Select a maximum of two related modules to add fields of those modules while creating a report. |
| Description | Provide the description of the report. |
| Share Report | You can Share the Report by selecting Users, Groups, Roles, Roles, and Subordinates from the drop-down to whom you want to view the report. |
| Schedule Report | You can schedule reports on a daily, weekly, On a Specific Date, Monthly by Date, Yearly basis. |
2. Click on the Next button.
- Select Columns
- You can "Select Columns" for the module to be shown in your report.
- The selected fields can be "Group By" in ascending or descending order alphabetically to be displayed in the report.
- Select the "Calculation" on which currency and numeric you would like to perform by clicking on the checkbox.
- Click on the Next.
- Filters
- All Conditions (All conditions must be met)- It displays the result "If and Only If" all conditions will be matched. If anyone of the condition is failed, other queries will not be executed.
-
Any Coditions ( At least one of the conditions must be met)- It displays the result if at least one condition is matched, if any one of the queries is failed, other queries will be executed.
3. Click on Save and Generate report.