Customer Forums
Reporting
If you have a question about reporting, please ask it here.| Forum Name | Replies | Created | Latest Reply |
|---|---|---|---|
| Sort reports by multiple columns? I would like to sort reports by a few different columns, rather than just choosing one column to sort ascending or descending. In other words, I'd like a list like this, where the list is sorted by it... |
2 | 18 weeks 21 hours ago by dabramson |
11 weeks 6 days ago by dabramson |
| People without a Case Is it possible to build a people report within Workbooks which has a criteria to only return People records for those who dont have a Workbooks Case and if so, how would this be achieved? Regard... |
1 | 13 weeks 5 days ago by Samantha Jones |
12 weeks 1 day ago by Support |
| Why are the save buttons missing when I copy a report? Why are the save buttons missing when I copy a report? I copy the report, the copied report opens e.g. My report (copy), but I can't save it.... |
1 | 20 weeks 5 days ago by Anonymous |
20 weeks 5 days ago by Support |
| Report views Hi On seemingly every landing page but reports, a user can 'save as' their views. Why is this not possible on reports? Is this something that can be added? thanks Marion... |
3 | 43 weeks 1 day ago by Marion |
26 weeks 5 days ago by Support |
| Reporting how many quotes have or have not been converted into orders Hi, how is the best way to create a report to show how many quotes have or have not been converted into customer orders (i.e. won). We generate a lot of quotes each week, which are not necessari... |
1 | 34 weeks 6 days ago by SophieLloyd |
34 weeks 6 days ago by Support |
| Activities Reporting I have been looking into the reports and while most things are covered by the standard template, I was having difficulty with one. I want to be able to produce a report of all the activities record... |
7 | 36 weeks 5 days ago by Emyr Thomas |
35 weeks 6 days ago by jkay |
| Reporting on Organisations that do NOT have a particular product in their Contract(s) Using the Group Concatenate functionality is one of the most useful techniques to learn when reporting in Workbooks as it enables you to identify records that do not include certain pieces of informat... |
4 | 36 weeks 6 days ago by Support |
36 weeks 1 day ago by Support |
| Reporting on NULL or Blank values If you want to identify records with blank values, you should use an OR statement because blank values can be represented in the Workbooks database in two forms: NULL, which repres... |
0 | 37 weeks 1 day ago by Support |
n/a |
| 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. ... |
2 | 1 year 17 weeks ago by Anonymous |
37 weeks 3 days ago by Support |
| Create a report to return records assigned to the person running the report If you're reasonably familiar with reporting you'll know that you can apply criteria to limit the rows of data shown in the report. For example you might build a report that shows all the Opport... |
0 | 37 weeks 3 days ago by Support |
n/a |
| Reporting on dates relative to now Often users have a requirement to build a report with criteria based on the date of a particular field compared with the current date. For example, you might want to report on the Contracts that... |
2 | 41 weeks 1 day ago by Support |
39 weeks 6 days ago by Support |
| 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 cri... |
2 | 40 weeks 1 day ago by Support |
40 weeks 7 hours ago by Support |
| Reporting on companies we haven't done business with recently I want to build a report that shows all the organisations who have done business with us, but not within the last 2 months. I've tried doing this with opportunities and can identify the ones tha... |
1 | 40 weeks 5 days ago by Anonymous |
40 weeks 4 days ago by Support |
| Printing or exporting reports How do you print or export reports?... |
1 | 40 weeks 6 days ago by Katie Kurilecz |
40 weeks 5 days ago by jkay |
| 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 CONTAIN... |
2 | 41 weeks 5 hours ago by vkspence |
41 weeks 2 hours ago by vkspence |
| Seeing sub-totals and totals on one report I can create a report that shows the total opportunity amount for each month but can't work out how to show the overall total too. Here's a screenshot.... |
1 | 50 weeks 1 day ago by Anonymous |
50 weeks 7 hours ago by Support |
| Reporting on opportunities closing this month or later I'd like to report on all my opportunities that are closing anytime this month onwards. I can see how to apply a criteria to show all the ones closing in the future but don't know how to include... |
1 | 50 weeks 1 day ago by Anonymous |
50 weeks 1 day ago by Support |
| Date last note was created I need a report showing all open cases, together with the date of the last note created against the case. Is this possible? Thanks. ... |
1 | 50 weeks 6 days ago by Anonymous |
50 weeks 6 days ago by Support |
| Report Output options Hi, I need to share the information contained in a report with someone who does have access to Workbooks and I wanted to explore report output options.Now the exporting to Excel option seems to... |
1 | 1 year 6 weeks ago by Kevin Jones |
1 year 2 weeks ago by Support |
| 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 p... |
0 | 51 weeks 5 days ago by Support |
n/a |
| 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: ... |
0 | 1 year 6 weeks ago by Support |
n/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? ... |
1 | 1 year 8 weeks ago by Anonymous |
1 year 8 weeks ago by Support |
| 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? ... |
1 | 1 year 10 weeks ago by Anonymous |
1 year 10 weeks ago by Support |
| 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?... |
1 | 1 year 11 weeks ago by Anonymous |
1 year 10 weeks ago by Support |
| Two Duplicate Orders showing in Reports Hi, I've created a simple report to show all customer orders, with the only criteria being exclude whereStatus = Draft. For some orders, it's appearing twice - and one doesn't have and o... |
3 | 1 year 11 weeks ago by AdamSmith |
1 year 11 weeks ago by Support |