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Creating a blank Report
... Creating a blank Report After selecting to create A new blank report , you will see the full list of 'object types' (ie, ...
Introduction to Reporting
... CRM Reporting Introduction to Reporting Workbooks provides an extremely powerful and flexible reporting engine which allows you to ext ...
Creating Reports
... Creating Reports To create a new Report , either: Click Start > Reporting > My Repo ...
Dashboards
... Dashboards Dashboards give you real-time, holistic visibility of your business; they show you selected reports in an easy to reach and digest layout. ...
Charts
... Introduction to Charts Workbooks includes the ability to create a Chart , or Charts , so that Report data can be displayed visual ...
Creating a Report from another Report
... Creating a Report from another Report This function allows you to create a report similar to one you've already created. This can be very use ...
Displaying & Adding Dashboards
... Displaying & Adding Dashboards Displaying Dashboards To see your Dashboards , click Start > Dashboards , w ...
Creating a Report from a Template
... Creating a Report from a Template Once you've clicked on From a template , you'll see a list of templates already loaded into Workbooks ...
Displaying Reports
... Displaying Reports Clicking on Start > Reporting and choosing either My Reports or All Reports displays the Reports Lan ...
Sharing Reports
... Sharing Reports By default, Workbooks reports are private to the user who created them. To share a report with another User or User Group follow the ...
Identifying Favourite Reports
Is there a way I can flag certain reports as my favourites?. I have 5 pages of reports but some that I use more frequently than others. The best way to see your most The best way to see your most frequently used reports is to put them ...
Report showing closed deals this month
I've changed the Opportunity stage to Closed Won but I can't build a report that shows me this month's closed deals. Is this possible? Yes, this is possible by Yes, this is possible by creating a report listing all your Opportunities, then a ...
Sales Leads that are not members of a marketing campaign
How can I compile a report that shows all the sales leads that are NOT members of a particular marketing campaign? At first the simple answer to At first the simple answer to this question might appear to be to create a report based on Sales ...
IF statement
I'm writing a report in Workbooks but haven't yet used the conditional IF statement. Can you tell me what I need to type in and in what order? In Excel I've put together the following but I can't get it to work in Workbooks: IF (activity_type, 'Pr ...
Adding totals to a report
I've produced a report that shows all our open opportunities and their amount. How can I show the total sum? Workbooks doesn't currently Workbooks doesn't currently support the ability to create a list report that then displays a total. ...
How do I create a report containing the contact details for all people that work for our customers?
How do I create a report containing the contact details for all the people that work for our customers? You need to create a people You need to create a people report and include the fields you need (for example, Person Name, Email Address a ...
How can I create a report that shows people's email address and their employer's industry?
I need to create a report for an email campaign we're running that shows people's email addresses and the industry sector for their employer. Is this possible? Yes, you can join together Yes, you can join together information from one type o ...
Dashboards
How do I allocate a Dashboard to a user? The default Dashboard The default Dashboard permissions only allow access to the Owner/Creator of the dashboard and System Administrators. To grant access to additional users, open the Dash ...
Reporting Tips & Tricks: How to "slice & dice" data
It is a relatively common requirement to want to manipulate data into a slightly different format than that in which it's stored e.g. Create a report based on the first 2 characters of a postcode to perform geographical analysis. This forum article ...
Calculated column for age
We record the date of birth of people on our database. How can we report on how old they are? Yes you can. You need to Yes you can. You need to create a calculated column that, in effect, works out the difference between today's date ...