If you have the “Create Custom Reports” permission on your user profile, you can use the custom report wizard to create a custom report. To build your own reports, you should get an understanding of the Causeview Data Model, i.e. the way that Causeview is organized and uses certain things in Salesforce. Please see the other sections of this user guide to get a better understanding of the data model, or contact Causeview technical support for more information.
Hint: We recommend using the allocation date to build reports rather than the transaction date when building custom reports. Using the transaction date will use the original transaction, but on recurring donations, the transaction date may not be the same as the payment or allocation date.
Lets create a new custom report.
Start Creating the Report by either running a standard report and then clicking Customize, or, click “Create New Report”, and choose the type of data. Please note that certain reports, such as the Lead Status Report do not display the customize option.
In the first step of the wizard, you will need to choose a format for the report. The options for the types are:
Tabular reports are the simplest and fastest way to look at data. Similar to a spreadsheet, they consist simply of an ordered set of fields in columns, with each matching record listed in a row. They cannot be used to create groups of data or graphs. Use this type for reports such as contact mailing lists and activity reports.
Summary reports are similar to tabular reports, except that they also allow users to group rows of data, view subtotals, and create charts. They can be used in dashboards. Use this type for a report to show subtotals based on the value of a particular field or when you want to create a hierarchical list, such as all opportunities for your team, subtotaled by Stage and Owner.
Matrix reports summarize data in a grid. They can be used in dashboards. Use this type for comparing related totals, especially if you have large amounts of data to summarize and you need to compare values in several different fields, or you want to look at data by date and by product, person, or geography.
Follow the wizard steps using the Next button. You can use the built in drag and drop functionality to drag in sections into the reports.
Run the Report.
The Wizard may ask you to select the following:
Select Grouping: choose fields to group and sort your data.
Select Columns to Total: choose the numeric summary data to show
Select Columns: choose the fields to display in the report.
Order Columns: select the order for displaying the chosen fields.
Select Criteria: limiting results
Select Chart Type: choose your chart type and settings.
Limiting Your Results
To limit your report to specific data, use the Advanced Filters section of the Custom Report wizard. This allows you to report only on data that meets your requirements. For example, you can limit your report to all contacts that live in a geographical location or all contacts that have donated more than $10,000.
Choose a field by which you want to limit the results.
Choose an operator from the Operator drop down list.
In the Value Field, enter your search terms. You can:
Use special pick list values. For example, "Reviewed equals 1" finds only reviewed solutions. For the full list, see “Filtering on Special Picklist Values” in the Salesforce online help.
Enter relative date values. You can use special date values such as TODAY, NEXT WEEK, NEXT YEAR, LAST <number> DAYS, and so on. For the full list, see "Special Date Values for Filter Criteria" in the Salesforce online help.
Limit your report to records that do not contain blank values for a particular field: choose the field and the not equal to operator, and leave Value blank.
Click the lookup icon to choose values when filtering on pick list fields.
To use advanced filters, click Advanced Options and enter Advanced Filter Conditions.
Sorting Your Data
Causeview and Salesforce allows you to sort your data to make it easier to report on. The benefits of sorting your data are as follows.
To sort report data by a particular column, click that column's heading. Click the heading again to sort in reverse order.
Subtotaling reports provides a tool to analyze trends in data. In the “Select Grouping” step of the report wizard, choose the fields by which you want to summarize data. For example, subtotal by Role, Account, or Stage.
Floating report headers keep column headings on tabular reports in sight no matter how far users scroll down reports.