- Creating a blank Report
- Marketing Campaigns
- Upload Library
- Mail Shots
- Using HubSpot with Workbooks
- Introduction to Transaction Documents
- Credit Notes
- Customer Orders
- Supplier Orders
- Contract Management
- Introduction to System Administration
- Users & Security
- Email & Integration
- PDF Configuration
Click on Refresh preview each time you add a column, criteria or summarise your data. This enables you to check your report is building correctly and 'sense-check' that it's displaying the results in the way you require.
- Automatically matching and allocating leads
- Email to Case
- Frequently-asked API Questions
- Sending quotes
- How can I create a report that shows people's email address and their employer's industry?
- Reporting on NULL or Blank values
- Functions within IF functions
- IF statement
- Total Pipeline value per month
- Adding totals to a report
- Creating a Report to show the revenue per Order for specific Products
- Reporting on the Organisations related to Opportunities
- Using a conditional average formula
- Identifying Customers who have stopped spending with you.
- Configuring a Dispatch Address using a Dynamic Picklist
- OR statement
- Using dates in reporting and reporting criteria
- Reporting criteria - Using "or" to select multiple options
- Report showing closed deals this month
Related Blog Posts
After selecting to create A new blank report, you will see the full list of 'object types' (ie, types of record) for which you can create a report. It is important to consider what type of report you want to run before starting, then click on the appropriate object type.
Below is an example of creating an Opportunity Report showing the total value of all open Opportunities on your database, summarised by the stage the Opportunity has reached. Click Start > New > Report > A new blank report. In this example, click on Opportunities but for other Reports, choose the appropriate object type for which you want to create a Report. Start by giving your Report a name and description. On the right are three tabs:
Columns - where you choose which fields appear as columns on your Report;
Criteria - where you can specify parameters to limit the Report to particular segments of data;
Summarise by - where you can summarise (or group together) data.
From the list choose Opportunity name > Save & Close. To add new columns, click on Add column from Opportunities again and use the down arrow next to Column to choose the field(s) you want to display. Repeat this process until you have all the columns you require. For this example, add columns for Amount and Opportunity stage. If you want to see what data your Report will show as you build the Report, click on Refresh preview in the lower half of the record after you add each column.
NOTE: Some of the column options have a small black arrow next to them . These are known as 'breadcrumbs' and enable you to 'drill through' to other object (record) types and use the fields from a different record types within your report.
You now have a Report of all Opportunities on your database. You can sort, re-order and filter this information as you would with any other grid in Workbooks. To refine the results to show only those that are open, click on the Criteria tab > Add criteria from Opportunities. From the dropdown picklist choose Opportunity stage. This will activate the Operator field. Click on the dropdown to see the operators you can apply. To select only open Opportunities select does not contain. In the next box that appears, specify the parameters, you want to apply. In this case, type in Closed (to remove all those Opportunities that are either Closed Won or Closed Lost). Click Refresh preview to update the results displayed. Click Save & Close.
NOTE: You can apply an 'or' operator to criteria by using a comma. For example, if you want to find Opportunities that are either at Stage 1 or at Stage 2, you would enter in the Text box: Stage 1, Stage 2.
You now have a Report that lists all the open Opportunities on your database, showing the amount attributed to each Opportunity as well as the Opportunity stage name for each one. To summarise the Report by what stage the Opportunity has reached, click on the Summarise by tab > Add summary column. From the dropdown picklist choose Opportunity stage, then click Save & Close.
NOTE: Although this has summarised the Report by Opportunity stage, it hasn’t totalled all the Opportunity values. To do this, re-open the Columns tab and click on Amount in the report builder window, which will open a window where you can edit this column. Click in the box next to Summarise the values and from the dropdown picklist next to Calculate, choose the total of the values. Click Save & Close.
NOTE: Now that the Report has been summarised, there’s no need to display the Opportunity name column. You can remove it from the Report by clicking on the delete symbol next to Opportunity name in the Report builder window.
When your Report is complete click Save & Close. To open it again, click Start > Reporting > My Reports. Click on the hyperlink to open it. If you want to modify the Report further you can click on Edit this Report and make any changes you require.