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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, ...
Using Calculated Criteria
... Using Calculated Criteria Sometimes you might want to include records in a report that fit one or another criteria, which don't refer to the same field. For e ...
Using Formulae
... Using Formulae Workbooks reporting allows you to build a Calculated Column using formulae. The formulae are based on MySQL statements (which is simply a ...
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 ...
OR statement
Introduction: An OR statement allows you to match on any criteria across different fields e.g. Status = New OR Value > £5,000. This is unlike the AND statement which matches on all criteria e.g. Status = New AND Val ...
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 ...
Functions within IF functions
Hi, Where can I find a full list of all functions I can use within IF functions? The only example on the Knowledge Base is x LIKE y, but hopefully there are more. Can I do things like x CONTAINS y? Thanks It sounds like you've alre ...
How do I create a report with a count of records per month that's sorted in date order?
Following on from the “ How do I create a report that displays a record? ” forum article, here’s another that goes into greater depth, explaining how to group activities by month, and importantly, sort them in ascending or descending ...
Can I exclude people from mailing list who have opted out of being emailed?
I've created a report of people I want to email in bulk, using a mailing list, but don't want the email to go to anyone who's already told us that they don't want to be mailed. How can I do this? Workbooks Sales Leads and Workbooks Sal ...
Reporting criteria - Using "or" to select multiple options
When I set criteria can I say "does not contain" X OR Y OR Z, rather than set a criteria for each stage I want to exclude? Yes, you can enter multiple Yes, you can enter multiple options by typing them in and each option with a com ...
Using dates in reporting and reporting criteria
Here are two very useful pieces of information regarding reporting. It's essential to understand 1), and 2) is useful for presenting dates in the required format: 1) If you want to use a date as a criteria then it should be writ ...