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Report Templates

Below is a list of the Report Templates currently available on Workbooks.  Click on the screenshot to see a bigger image of the Report.

NOTE: Templates are just a starting point - you can add new columns or criteria and summarise the data to suit your needs.

Accounting Documents

Template Name

Description

Screenshot

Accounting documents - numbers

Shows the number of accounting documents created this year and last year, split by month and grouped by

Accounting documents - numbers.png

Activities

Template Name

Description

Screenshot

Activities - Colour-coded by Priority

This Template Report lists all activities, so remember to add a criterion to exclude completed activities, or any other criteria. However, the report's main purpose is to demonstrate how you can use a Calculated Column to apply styling (set text colour, background colour, alignment) via CSS. More info can be found here.

Activities - Colour-coded by Priority.png

Activities - numbers

Summary of the number of activities created this calendar year and last, split by month and grouped by which user created the record.

Activities - numbers.png

Activities summarised by contact's name and activity type Activities summarised by contact's name and activity type

activities_by_contact_type

Cases

Template Name

Description

Screenshot

Cases - number

Summary of the number of Cases created this calendar year and last, split by month and grouped by which user created the record.

Cases - number.png

Cases by Type Run this report to summarise cases by complaint/query category.

cases_by_type

Open P1 Cases not updated in last two days.

This report will show all open cases which have not been updated in the last two days, which are priority one.

open_p1_cases_template

Customer Orders

Template Name

Description

Screenshot

Billings Totals this month, split by product category Run this report to view the total billings this month for each of your product categories.

billings_by_product_category

Orders per Month

This report will detail your Orders for each accounting period (usually month), showing Net, Gross, and Margin of all orders.

orders_per_month_template

Orders per Sales Exec, current and previous fiscal year Orders for each Salesperson for the current and previous fiscal year.

orders_per_sales_exec

Sales trends by Client

This report shows your clients' buying patterns over time and the percentage change in their goods/services comparing last month to 2 months ago. You may wish to change the date ranges which will require a change to the formulae used. Step-by-step details of how to build this report from scratch are available on our Forum here.

Sales trends by Client.png

Emails

Template Name

Description

Screenshot

Emails - numbers Summary of the number of Emails created this calendar year and last, split by month and grouped by which user created the record

Emails - numbers.png

Marketing Campaigns

Template Name

Description

Screenshot

Cost of Leads by Campaign This report will calculate the cost of individual leads for each campaign.

cost_of_leads_by_campaign

Marketing Campaigns - numbers

Summary of the number of Marketing Campaigns created this calendar year and last, split by month and grouped by which user created the record.

Marketing Campaigns - numbers.png

View Marketing Campaigns for Employees

This report is designed to provide information on the People on your database and the Marketing Campaigns to which they belong. The report can be used stand alone, or can be used to build a report on an Organisation record to show a list of all the Campaigns that employees of that specific Organisation belong to. This can be useful, particularly if you use Marketing Campaigns to run Events, so that salespeople can see which Events employees have been invited to and whether or not they've attended. NOTE: This template report doesn't restrict the results to Marketing Campaigns of a specific type, age, status but you will probably want to apply your own criteria. A Forum post has been created to describe how you would get the results of this report to display on an Organisation record. You can find this here.

View Marketing Campaigns for Employees.png

Opportunities

Template Name

Description

Screenshot

Current Sales Pipeline by Stage

This report shows THIS financial year's pipeline broken down by sales rep and sales stage. You can change the criterion to look at a different date range. Similarly, you may wish to include/exclude sales that have been won or lost, etc. Step-by-step details of how to build this report from scratch are available on our Forum here

Current Sales Pipeline by Stage.png

New Business Opportunity Win Metrics

This report shows the number of new business opportunities which have been won, detailing success rate as a percentage, and the average size of deals.

new_business_opportunity_metrics_template

Next Quarter's Pipeline against Target

This report shows NEXT fiscal quarter's sales pipeline against target broken down by sales rep. NOTE: Targets for each sales rep have to be added manually. Step-by-step details of how to build this report from scratch are available on our Forum here.

Next Quarter's Pipeline against Target.png

Open Deals: Pipeline by Stage Summary of open opportunities, by opportunity stage and value total.

open_deals_pipeline_by_stage_template

Opportunities - numbers

Summary of the number of Opportunities created this calendar year and last, split by month and grouped by which user created the record.

Opportunities - numbers.png

Opportunity Conversion Rates

This report shows how good your sales reps are at converting Opportunities by counting the total number of Opportunities assigned to them which are won and displaying this as percentage of the total number of Opportunities assigned to them. It uses the standard 'out of the box' stage for won Opportunities. If you have changed your stages, then you would need to modify the following formula, by replacing '%Won%' with the relevant name of the stage in your database: COUNT(IF( PARENT('Stage') LIKE '%Won%', PARENT('Id'),0))

No criteria have been entered to restrict the report to a particular date range but you can add these if appropriate. Step-by-step details of how to build this report from scratch are available on our Forum here.

Opportunity Conversion Rates.png

Opportunity Stage History

NOTE: Pro Edition or Audit extension are required. This report is designed to be added as a Tab on the Opportunity Record Type. This Report drills into Audit data to show the previous and new values of the Opportunity Stage field. As mentioned above, this Report should then be used as a Report Custom Field on the Opportunity Record Type. The Display as Tab option can be used to add a convenient "Stage History". The Report can be Constrained by the configuration of the "Stage History" Custom Field, which is important, otherwise you'll see Stage History for ALL Opportunities. NOTE: This Forum Post explains in detail.

Opportunity Stage History.png

Sales - Key Deals (Opportunities) at Stage 3 or 4

This report shows all Opportunities, and highlights Key Deals (those that are due to close in the next 60 days and are at stage 3 or 4).  Simple adjustments can be made to tailor this report to your requirements.

It's intended to help sales staff focus on "Key Deals".

This Forum post explains this report in detail:
https://workbooks.com/node/1580

Sales - Key Deals (Opportunities) at Stage 3 or 4.png

Sales - Pipeline Stage Duration

This report has views that display:
- When each Opportunity's stage was changed
- A summarised view, grouped by salesperson

PREREQUISITE: This report requires the Audit extension.

The report is discussed further in this forum post:
https://workbooks.com/node/1588

Sales - Pipeline Stage Duration - 1.png

Sales - Pipeline Stage Duration - 2.png

Sales - Pipeline Stage Movement

3 x Views to display opportunities that have advanced, not moved, or reverted to an earlier stage
2 x "Stage Movement" Views to provide visibility of the movement of sales opportunities.

NOTE: The default criteria uses "is in the current calendar year", so you may wish to change this to "last week", or a calendar range that best suits your requirements.

PREREQUISITE: This report requires the Audit extension.

The report is discussed further in this forum post:
https://workbooks.com/node/1581

You may also want to add "Stage History" as a tab on the Opportunity record, which is explained here:
https://workbooks.com/forum/report-as-tab

Sales - Pipeline Stage Movement - 1.png

Sales - Pipeline Stage Movement - 2.png

Sales Performance Reporting

This report shows sales performance THIS quarter to date against target. It uses red, amber, green (RAG) conditional styling, which you can change. You will need to add the targets for the relevant salespeople in order for their actual achievement to show as a percentage of their quarter's target. You can change the criterion for the fiscal period if you want to report on a different time span and may need to use additional criteria to restrict the results to the Opportunities assigned to specific people. Step-by-step details of how to build this report from scratch are available on our Forum here.

Sales Performance Reporting.png

Organisations

Template Name

Description

Screenshot

Competitor Organisations

Organisations that are our competitors.  

The default Object Reference for your company is ORG-1.  Therefore this report uses a criteria to find all companies that compete with your organisation (Object Reference = ORG-1)

TIP: This report is ideal to be used as the data source for a Dynamic Linked Item custom field e.g. on an opportunity record, add a custom field named "Lost to", which is used to record which competitor won a deal you were hoping to win.  This allows you to understand which competitor is "stealing" your deals, after which you can then devise a strategy to deal with this issue.

Competitor Organisations.png

Customers of our Own Organisation

This report shows a list of all your Own Organisation's customers. If you have more than one Own Organisation you may want to apply a criterion to limit the results to a sub-set of the results. Information on how to build this report can be found on our Forum post, available here.

Customers of our Own Organisation.png

Organisations - numbers

Summary of the number of Organisations created this calendar year and last, split by month and grouped by which user created the record.

Organisations - numbers.png

Possible duplicate organisations - suffix and prefix

This report is designed to help identify possible duplicate Organisations on your database to make cleaning up your data easier. Human intervention is still required to decide which records you want to keep and which you want to delete. Remember if you use the merge functionality in Workbooks, the records you've merged are deleted from your database and cannot be retrieved.

NOTE: You should be particularly careful about what records you delete if your database is synchronising with another systems, such as an accounting system, a back office system, an ERP, etc.

It looks at the Organisation name and removes prefixes such as 'The' & suffixes such as 'Ltd', 'Limited', 'Plc', 'GmbH', etc. It also removes spaces and changes the resulting string of text to lower case. This is described as the 'cleansed name'. For users who deliberately have organisations with the same name but at different locations, there is also a column that concatenates together the cleansed name and the cleansed postcode. The summary views then show how many instances of that cleansed name (or cleansed name plus postcode) exist on your database. Step-by-step details of how to build this report from scratch are available on our Forum here

Possible duplicate organisations - suffix and prefix.png

Suppliers to our Own Organisation

This report shows a list of all your Own Organisation's suppliers. If you have more than one Own Organisation you may want to apply a criterion to limit the results to a sub-set of the results. Information on how to build this report can be found on our Forum post, available here.

Suppliers to our Own Organisation.png

People

Template Name

Description

Screenshot

People - numbers Summary of the number of People created this calendar year and last, split by month and grouped by which user created the record.

People - numbers.png

Possible Duplicate People

To find the possible duplicate people in your database, based upon an exact match of their name, or an exact match of their email address. See our Forum here.

Possible Duplicate People.png

Primary Contacts

This report is a template that's intended to be used in conjunction with a Custom Field that identifies the Primary Contact. e.g. Add a Dynamic Linked Item Custom Field that uses this report on an Opportunity Record. The Custom Field should be constrained by the Prospective Customer's ID (The ID of an Organisation record). This means when the Primary Contact field is used it displays only those people that work for the value selected in the Prospective Customer field.

Primary Contacts.png

Sales Forecasts

Template Name

Description

Screenshot

Sales Performance against Target

This report shows sales performance as shown by revenue and gross margin targets, against revenue and gross margin committed.

sales_performance_template

Sales Leads

Template Name

Description

Screenshot

Leads not updated in two weeks This report will show all open leads which have not been updated in the last two weeks.

leads_not_updated_template

Leads with no assigned activities This report shows all open leads which do not have any activities assigned to them.

leads_no_activities_template

Marketing Performance against Target

This reports shows how many sales Leads your marketing team is generating for each month. Criteria have been applied to exclude Leads with a status of 'Does not answer' or 'Closed'. You may wish to amend these. NOTE: Targets for each month have to be added manually. Conditional styling on targets has been applied, you can change the settings as you wish. Step-by-step details of how to build this report from scratch are available on our Forum here.

Marketing Performance against Target.png

Sales Leads - numbers

Summary of the number of Sales Leads created this calendar year and last, split by month and grouped by which user created the record.

Sales Leads - numbers.png

Unassigned Leads All leads which have not been assigned to a Workbooks user.

unassigned_leads

 

Related content

How to create a report using the option 'Create a blank report', including adding columns and summary views.