Reports have similar functions to filters. Where filters display information according to selected criteria, reports allow field information groupings, as well as numeric field summaries. Results can also be saved or printed. The report can be exported into many popular formats such as MS Word and Adobe PDF. Controls on the screen allow users to scroll forward and backward on the page through the report results, search for an item in the report, and zoom in and out on the report.
Click on the main toolbar, and then click from the left toolbar. To create a new report, click on the button bar. Three types of reports are shown on the next screen.
Click on then choose the desired report type. The next screen will show the report and you can export the report to a PDF, MS Excel, MS Word or RTF file by selecting the file type from the drop down list and clicking . Press or in the pop up dialogue box.
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Click . See the section on Filters for information about the next screen. When you have finished filling in the fields and making selections, press .
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Select the grouping fields. For example, if you wish for the report to be grouped by
Account Name, select Account Name. You can also select whether these groupings are displayed in ascending or descending order. -
Select the fields to sort by within the groupings, as well as whether to display them in ascending or descending order.
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Add an optional report description. This description will show up on the report list screen.
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Select the column margin width, and enter a report header and footer text, if desired. Click when finished, to exit, to go back to the previous screen or, if you are editing a report and you want to remove it, click .
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To view the report, click the report name on the report list screen. To edit the report, click the
icon.
You can create and view relevant reports based on tracked time for various accounts that pertain to opportunities.
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Click the link. Select the dates for which you want to report the tracked time and select the type of file you want to export it in. Click and then click or on the pop up dialogue box depending on what you want to do with the file.
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You can submit the report by clicking the button or you can to exit the screen without taking any action.
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