You can create new module-specific reports linking some of the other cross-functional modules. For example, you can create a report in the Timesheets module linking other modules such as Temps, Jobs, and others.
You can create new reports according to your organization's requirements. The customization of a report involves the following steps:
Profile Permission Required: Users with the Reports permission can access this feature.
Part 2: To select the report type
Note
Part 3: To select the report columns
Note
Part 5: To select the calculation functions
Part 6: To specify advanced sorting filters
Note
Profile Permission Required: Users with the Reports & Dashboards permissions can access this feature.
Note
Important Notes
Your Criteria Pattern in Editor | Your Criteria Pattern in View Mode |
( 1 and 2 ) or ( 3 and 4 ) | (( 1 and 2 ) or ( 3 and 4 )) |
1 and 2 and 3 and 4 | (1 and 2 and 3 and 4 ) |
( 1 or 2 ) and ( 3 or 4 ) | ( ( 1 or 2 ) and ( 3 or 4 ) ) |
The time when any change is made to a record, be it adding a note, closing a task, sending emails or just editing the fields is captured under "Last Activity Time". The information in this field can be used in Reports criteria, to filter out records that had no activity for a specific period of time or those records that had recent activities.
Note
Profile Permission Required: Users with the Reports & Dashboards permissions can access this feature.
Editing fields in a record
Adding & updating activities, i.e. Events, Calls
Sending emails to candidates and contacts
Adding & editing notes
Adding jobs & contacts under an account
Changing the owner of the record
Adding and deleting a record
(This does not include deleting a record associated to the parent record.)
Closing a task
Deleting and restoring the records (individually or in bulk).
Mass operations such as Mass Update, Mass Transfer etc.
(Except for the Mass Delete option.)
The activities and updates that will NOT be recorded as Last Activity time:
By default, reports are stored in different categories. You can create personal or public folders to store the frequently used reports in a common folder for easy access.
To create report folders
To access standard reports in the Reports tab click the specific report (For example, Jobs opened this month from the JobsReports) from the Reports folder (for example, Timesheets Reports, Jobs reports, and others).
To view the report
Note
Periodically, you may delete some of the unnecessary reports. Please note that you can delete the reports created only by you. Also, you need to have the Manage Reports permission in your profile.
To delete reports
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