This session will focus on what you should measure in Sugar and how. Andrea Johnson will detail how to use and modify standard reports, create and share custom reports, take advantage of run time filters and use the Reports Wizard. Learn how to get the most out of the deep reporting capabilities inside Sugar, and come away from this session a power reports user.

1. Sugar U.
Creating Reports in Sugar

2. Andrea Johnson
Senior Professional Services Consultant
©2011 SugarCRM Inc. All rights reserved. 2

3. Agenda
 This presentation will show you how to…
Create Reports
Modify Existing Reports
Schedule Reports for Email Delivery
Export and Print Reports
Display report charts on the Dashboard and Home page
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4. Report Features and Types
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5. Reports Features
 Create Reports using a Report Wizard
 View created report using the Report Viewer
 Add Filters
Select AND / OR filters for reports with multiple queries
Create multiple filter groups
Select which filters users can change when viewing a saved
report (Run-time)
 Run a report with multiple groupings of data
 Select certain reports as My Favorite Reports
 Use or modify the 40+ out-of-the-box reports
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6. Report Types
 Rows and Columns
In-depth information in row and column format
 Summation
Overview of the data, grouped by specific criteria
Display results in groups, based on a particular field value
Include sum, count, max values for each group
Create charts to display the results visually
 Summation with Detail
Like Summation and includes columns of data fields from
records of selected modules
 Matrix
Similar to a Summation report
Overview of the data displays in a grid
Choose from layout options for the grid
Display results in up to three “group by” options
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7. Creating Custom Reports
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8. Creating a Rows and Columns Report
1. Select a primary module
2. Define Filters
Add filters to specify the parameters to select which data is
retrieved.
Elect filters for related modules
3. Choose Display Columns
Define the data fields to display in the report result
Select data fields to display from related modules
4. Enter Report Details
Include basic information: report name, assigned to user,
team
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9. Creating a Summation with Details Report
1. Select a primary module
2. Define Filters
Add filters to specify the parameters to select which data is
retrieved
Select filters for related modules
3. Define Group By
Determine how the data is grouped and which group by
data displays in the chart
Unlimited groups
Select group by data for related modules
4. Choose Display Summaries
Define which data is summarized and displays in the report
result
Select data from related modules to summarize and display
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10. Creating a Summation with Details Report (cont.)
5. Choose Display Columns
Define the data fields to display in the report result
Select data fields to display from related modules
6. Select Chart Options
Select the Chart type
7. Enter Report Details
Basic information: report name, assigned to user, team
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11. Demonstration
 Creating a Rows and Column Report
 Creating a Summation with Details Report
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12. Modifying Existing Reports
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13. Modifying a Report
 When you are the assigned to user
To modify your existing report
Click Edit
To modify and create a new report from your existing report
Click Duplicate, update selections, click Save
 When you are not the assigned to user
Make changes to the filters to manipulate data
or
Click Duplicate to create a duplicate report and make
changes
Make changes, give it a new name, assign it to yourself and
the correlating team, and click Save
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14. Demonstration
 Modifying Reports
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15. Scheduling Reports for Email Delivery
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16. Scheduling a Report for Delivery
 Schedule it to run at periodic intervals
 System runs it automatically and sends it to the
Assigned To users email
 Schedule it from the list view by clicking the
- -none- - link in the Schedule Report column
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17. Demonstration
 Scheduling a Report for Delivery
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18. Exporting and Printing Reports
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19. Exporting and Printing Reports
 Exporting
Rows and Columns Reports Only
Export Button
Exports into a .csv file
 Printing
Print as PDF button
Print charts
All report types
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20. Demonstration
 Exporting and Printing Reports
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21. Displaying Charts on your Home Page
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2

22. Displaying Charts on the Home page
 Display report charts on the Home page
Click the Add Sugar Dashlets icon on the Home page
Click the desired report name on the Chart Tab
 Add My Favorite Reports to Home page
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23. Demonstration
 Displaying Charts on the Home page
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24. Summary
 You’ve seen how to:
Create Reports
Modify Existing Reports
Schedule Reports for Email Delivery
Export and Print Reports
Display report charts on the Dashboard and Home page
Tweet: #SCON12
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26. #SCON12
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