Customer Forums
Reporting
If you have a question about reporting, please ask it here.| Forum Name | Replies | Created | Latest Reply |
|---|---|---|---|
| Creating a Report to show the revenue per Order for specific Products We were recently asked how to produce a report which shows the revenue generated per Order by specific products. Please see below how to create this report;... |
0 | 1 week 19 hours ago by Support |
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| How to Report on the status of a Contract We were recently asked how to produce a report which shows all Contracts and whether they are 'Active' or 'Inactive'. Please see below how to create this report;... |
0 | 2 weeks 4 days ago by Support |
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| Report showing Organisations with no current Employees We were recently asked how to produce a report which shows Organisations which currently have no Employees associated to them. Please see below how to create this report:... |
0 | 5 weeks 5 days ago by Support |
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| Reporting on the Organisations related to Opportunities We were recently asked whether or not it's possible to build a report that shows Organisations that have been related to Opportunities, which not only shows the Organisation's name but also... |
0 | 6 weeks 5 days ago by Support |
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| Using a conditional average formula ... |
0 | 13 weeks 5 days ago by Support |
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| Calculating working days Recently we wanted a report to show when a piece of work was due to be completed based on populating a start date and the number of days work required. However, we needed to factor in that the work mi... |
0 | 20 weeks 1 day ago by Support |
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| How can I see a list of People and the Campaigns of which they are members? To report on the People on your database and their Campaign Membership, start by building a People report and adding all the columns for the data you want to see. REMEMBER, if you add the column for C... |
0 | 24 weeks 6 days ago by Support |
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| Identifying Customers who have stopped spending with you. One of the benefits of having your customer transaction data in your CRM system is you can identify customer buying trends and have your sales team engage if appropriate. To Illustrate the poin... |
1 | 28 weeks 4 days ago by Anonymous |
27 weeks 4 days ago by Support |
| How to report on the description of the most recent activity We've been asked several times recently how to build a report that shows the date of the most recently completed activity, along with a column (or columns) for other information from that activity rec... |
0 | 28 weeks 1 day ago by Support |
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| Searching for Organisations using Notes Is it possible to search for Organisations using the title and content of Notes attached to them? I can do it using the Search button on the Start menu but this doesn't show the Organisation name.... |
1 | 38 weeks 17 hours ago by briesmith |
37 weeks 12 hours ago by Support |
| Pulling through first line item start date and last line item end date When there are multiple line items in a customer quotation or an opportunity, how can I bring through just the first line item start date and the last line item end date ? i.e. we may have 3 line ite... |
0 | 37 weeks 20 hours ago by sara.wolff |
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| Sorting columns It's easy to sort a report by one particular column but what should you do if you want to sort by more than one? For example, if you want to display your Opportunities in order of the Stage they've ac... |
0 | 47 weeks 1 day ago by Support |
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| Reporting on your Customers and Suppliers It's a common requirement to be able to segment your data to identify who your customers or suppliers are. As long as you tick the relevant checkboxes on an Organisation or Person record to mark... |
0 | 51 weeks 20 hours ago by Support |
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| 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 | 1 year 18 weeks ago by dabramson |
1 year 11 weeks 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 | 1 year 13 weeks ago by Samantha Jones |
1 year 12 weeks 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 | 1 year 20 weeks ago by Anonymous |
1 year 20 weeks 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 | 1 year 43 weeks ago by Marion |
1 year 26 weeks 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 | 1 year 34 weeks ago by SophieLloyd |
1 year 34 weeks 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 | 1 year 36 weeks ago by Emyr Thomas |
1 year 35 weeks 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 | 1 year 36 weeks ago by Support |
1 year 36 weeks 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 | 1 year 37 weeks ago by Support |
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| 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 | 2 years 17 weeks ago by Anonymous |
1 year 37 weeks 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 | 1 year 37 weeks ago by Support |
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| 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 | 1 year 41 weeks ago by Support |
1 year 39 weeks 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 | 1 year 40 weeks ago by Support |
1 year 39 weeks ago by Support |