3.2. Reports

Reports display information in tabular form and allow selection of fields, groups and filters. Results can also be saved or exported in various formats such as Adobe PDF (.pdf), Microsoft Word (.doc) and Microsoft Excel (.xls).

3.2.1. Creating New Report

Click on the application where you want to create a new report, and then click Reports and New Report. Follow the steps in the wizard to setup the new report:

3.2.1.1. General Information

  1. Select the Report Category where you are generating the report, whether it is in Contacts, Accounts, Opportunities, etc.

  2. Select the Report Type. Report types are templates for which reports are already created. This allows you to pick and choose a pre-defined report and modify it.

  3. Give an appropriate Name to the report.

  4. Fill in the Report Description. This field is shown on the list screen and allows users to quickly find the report they need.

  5. Add a Report Header if needed. The Report Header shows up at the top of every page of the report.

  6. The Report Footer shows at the bottom of every page of the report. You can also add page numbers if needed.

  7. Report Print Layout allows you to select the kind of page to which the report prints.

3.2.1.2. Select Fields

Fields are columns in the report. This user interface allows selection of the fields in various entities to be displayed on the report.

[Warning] Warning

If the number of fields selected is more than the page size permits, the additional fields will run over to the next page.

3.2.1.3. Configure Fields

Some of the field names that are selected in the previous step may not be friendly (for example, pre-defined field names could be Contact.Address1, Contact.City etc., instead of just Address1 and City). This step allows the user to rename these fields.

3.2.1.4. Select Groups

Groupings can be created for various columns in the report. For example, the total number of hours and count of the users are groups. Group totals can also be put at the bottom of the groups.

3.2.1.5. Select Filters

Filters allow selection of a range of values based on given criteria. Various types of filters are supported for OfficeClip reports and vary by the category and type of the report. For example, reports can be filtered by date range, users, status, etc.

To see how to create filters, click here.

3.2.1.6. Filter Permissions

Sometimes it is necessary to restrict filters for a group of users. For example, you may not want to allow your users to change the customer of a timesheet report but it is okay if they change the date range. This option allows users to restrict certain filters to non-administrators and extranet users.