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Overview

In this section, you will find some tips in order to select the report type you need.


 

 

Concerned profiles:

     ALL

Table of content

 

Step By Step

When you create a new report, the selection of the report type is a critical step.

It determines:

  • the fields you will be able to use as columns in the report,
  • the fields you will be able to filter on,
  • the pre-filters displayed report on customization page,
  • and of course, the data displayed in the report.

 

Be very careful when you select the report type, because there is no possibility to change it once your report is created.

Some report types are combine several objects.

For instance :

  • Cases with Case Product Details
  • Cases with/without Case Product Details

With those two report types, you will have the same fields and filters available, but there is a major difference with data:

  • Cases with Case Product Details --> Will appear ONLY the cases which have a product.
  • Cases with/without Case Product Details --> All cases will appear.

 

 

 

The order of the objects also impact the pre-filters: the first object is the main object.

Let's take an example with the report types:

  • Cases with Activities
  • Activities with Cases

 

  • Cases with Activities



  • Activities with Cases

Report types for Accounts & Contacts

To report on Accounts and/or Contacts, you should use:Report type: "Contacts & Accounts"
To report on Accounts and GBU Customer Segmentation you should use:Report type: "Accounts with GBU Customer Segmentation"
To report on Accounts and Account Team Members you should use:

Report type: "Account with Account Teams"

Report types for Activities and Visit Reports

To report on Tasks and Events, you should use:

Report type: "Activities"

Report types: "Activities with ..." or Report type: "Cases with Activities" / "Visit Reports with Activities"

To report on Visit reports, you should use:

Report type: "Visit reports"

Report types: "Visit reports with ..."

Report types for Cases

To report on cases (complaints, customer requests, sample requests), you should use:

Report type: "Cases with Case Product Details"

Report type: "Cases with/without Case Product Details"

To select a specific type of case in the report, add a filter on "Case Record Type", and select:

    • Complaints ("Close ReadOnly Complaint" and "Open Complaint")
    • Customer Request
    • Sample Request

 

Report types for Opportunities

To report on opportunities and opportunity product, you should use:Report Type: "Opportunity with products"
To report on opportunities and business potential, you should use:

Report Type: "Opportunities with Product Forecasts"

Note:

 

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