Category:Views and Reports

From LongJump Support Wiki

Use Views and Reports to organize your data and get a high-level perspective on your business. Views and Reports can be displayed as Widgets on a home page to act as a dashboard for key information. Once created, Views and Reports can be printed or exported to a .CSV file.

Contents 1 About Views 2 About Reports 2.1 Charts 2.1.1 Combination Chart 2.1.2 3-D Pie 2.1.3 3-D Funnel 2.1.4 3-D Donut 2.1.5 Meter

About Views

Views are a means to organize object data in a way that is meaningful to specific tasks, teams or users. Views present data in a list format, along with optional settings to customize and save views for reference or analysis. Users can create custom views with filters to isolate key information quickly and easily.

Views offer Visibility controls to determine access permission rights by specific Users, Teams or Roles. See Views for detailed information on customizing views for your team.

About Reports

The platform's reporting engine provides a full set of options for users to dissect and refine into the format needed to make strategic business decisions or to monitor key performance indicators. Data can be filtered, ordered, color-coded, grouped, or charted into insightful management reports.

Learn more about report types:

• Build a tabular or matrixed report
• Chart data in a variety of styles
• Schedule Reports for automatic delivery
• Join and present data from multiple objects to form ad-hoc reports (Database Views)

See Reports for detailed information on customizing reports to meet your business needs.

Charts

From any report, build charts like the examples shown here:

A variety of Chart formats are available in Reports.

Combination Chart

A Combination Chart adds another dimension to the Horizontal Bar and Vertical Bar charts, by presenting data on a Second X-Axis (as Total, Average, Min or Max values selected from the Compute tab)

In this example: X-Axis is Opportunities-Amount (Total $), displayed on the Left side of the chart Y-Axis is Accounts-State, displayed at the Bottom of the chart Combination Chart is Average Opportunities Amount (Average), displayed as a Line, with the Second X-Axis (displayed on the Right side of the chart)

3-D Pie

Pie chart with wedges indicating values for each group.

3-D Funnel

Funnel chart with slices indicating values for each group.

3-D Donut

Donut chart with sections indicating values for each group.

Meter

Meter chart with needle indicating a value in a range.