presented by: solutions delivery managing reports in crmnext
TRANSCRIPT
Presented By:Solutions Delivery
Managing Reports in CRMnext
Types of Reports
Building Complex Reports
Agenda
• Types of reports• Tabular• Matrix• Templates• Report Groups• Types Of Graphs
Types of Reports
Type of Reports Different Types of Reports
Summarized View
Matrix
Detail View in Tabular format
Tabular
Detail View in Form Layout
Template
Multi-Row, Multi-Column
representation of data
Cross-tab/Pivot table like format
which can be drill down both at the
count and attribute level
Record details represented in a Form Layout one
record after the an
Matrix Tabular
Template
Type of ReportsReport Usage
PURPOSE• Tabular presentation of a
list of recordsINTENDED USAGE• Intended to measure day
to day productivity at the Branch Level / Dept Level. of a LOB
FLEXIBILITY• Can be drilled down for
record level granularityEXAMPLES• Call Centre Efficiency • Campaign Efficiency
• Source wise• Branch wise
PURPOSE• Single Source of Truth
across Hierarchy of a LOBINTENDED USAGE
• Intended for Business Heads to track business across Hierarchy and gain Insights
FLEXIBILITY• Can be drilled down for
granularity. EXAMPLES• Zone wise lead Status
Report• Client Category wise TAT
PURPOSE• Subjective Reports
emphasizing on Details.INTENTION• Intended to understand
universe of a typical lead / Campaigns / training
USAGE• Details of Leads• Details of Customers
• Types of reports• Tabular• Matrix• Templates• Report Groups• Types Of Graphs
Types of Reports
Type of Reports Tabular
Tabular reports are used for seeing record level details of data and can be drilled to the record itself. The report output is organized in a multicolumn, multi-row format, with each column corresponding to a column in the database table.
• Types of reports• Tabular• Matrix• Templates• Report Groups• Types Of Graphs
Types of Reports
Type of Reports Matrix
A matrix report is used for displaying grouped data and summary information. You can group data by multiple fields or expressions in row and column groups like in crosstabs and pivot tables. A matrix report can be drilled down to next level both on summary and attributes
At run time, as the report data and data regions are combined, a matrix grows horizontally and vertically on the page. Values in matrix cells display aggregate values scoped to the intersection of the row and column groups to which the cell belongs.
• Types of reports• Tabular• Matrix• Templates• Report Groups• Types Of Graphs
Types of Reports
Type of Reports Templates
Similar to the tabular reports this format of reports enables you to view record level details however instead of a Table format, the details can be seen in a Form layout
• Types of reports• Tabular• Matrix• Templates• Report Groups• Types of Graphs
Types of Reports
Type of Reports Report Groups
In order to analyze data hierarchically the drill down reports facilitate the capability of creating report groups. For example to see data of Region-Cluster-Zone-Branch wise sales productivity the report group of Region, Cluster, Zone and Branch can be provided to give top to bottom visibility
Matrix Drilldown: Role hierarchy-wise Lead Pipeline Report
ROLE HIERARCHY
Lead Owner
New Lead
I nProgress
Docs Collected
LeadClosed
Lead Rejected
Country Head UDAY SI NGH 1276 766 432 700 348
Lead Owner
New Lead
I nProgress
Docs Collected
LeadClosed
Lead Rejected
UDAY SI NGH 12 14 18 7 3
SUNI L D 8 2 4 8 1
ABHI SHEK A 1272 747 413 694 342
KAVI TA K 0 5 1 0 2
Lead Owner
New Lead
I nProgress
Docs Collected
LeadClosed
Lead Rejected
ABHI SHEK A 16 2 4 9 0
RAJ SHEKAR 75 2 0 14 2
ARUN K 24 0 13 16 4
J I TI N K 12 8 10 21 8
NI SHA J 1133 744 378 629 325
DAVI D G 35 6 9 12 5
Lead Owner
New Lead
I nProgress
Docs Collected
LeadClosed
Lead Rejected
NISHA J 23 15 1 7 2
NAVEEN J 132 75 33 109 34
KUMAARI S 166 73 66 98 12
TI M ROTH 98 86 35 133 45
J I MMY KLUG 176 90 29 67 11
RAJ AT S 133 92 16 26 75
KARI MA F 73 84 19 22 37
GEMMA ASP 93 53 44 54 26
DELI A B 107 84 62 76 19
SALEEM G 132 92 73 37 64
Zonal Sales Managers
Area Sales Managers
Sales Managers
Tabular Drilldown: Territory-wise Lead Status Pipeline Report
TERRITORY HIERARCHY
ZONE New Lead Docs Collected Lead ClosedCOUNTRY VI ETNAM 336 253 233
ZONE New Lead Docs Collected Lead ClosedRED RI VER DELTA 55 2 14
NORTHEAST 34 15 3NORTHWEST 66 44 26
CENTRAL HI GHLANDS 27 68 33MEKONG DELTA 11 2 4NORTH CENTRAL
COAST31 22 44
SOUTH CENTRAL COAST
47 78 43
SOUTHEAST 65 22 66
ZONE New Lead Docs Collected Lead ClosedHA NOI 24 2 8
HAI PHONG 31 0 6
ZONE New Lead Docs Collected Lead ClosedCAN THO 11 2 4
ZONE New Lead Docs Collected Lead ClosedDA NANG 47 78 43
ZONE New Lead Docs Collected Lead ClosedHO CHI MI NH 65 22 66
REGI ON
CI TY
• Type of Complex reports• Building Complex reports• Types Of Graphs
Building Complex Reports
Sourced From
CRMnext
Data Ware House
Building Complex Reports Complex Reporting
Typical Complex reports requiring high computations/summarization
Complex ReportsMulti-dimensional multi-axis compute yet
one of the standard format
Heavy computation from multiple data objects
Trend Analysis across various attributes
Point of time Analysis reports
• Type of Complex reports• Building Complex reports• Types Of graphs
Building Complex Reports
Building Complex Reports Complex Reporting
Managing complex report requirements by based on the data attributes
Designing a Cube for
pre-computed summariz
ation
Identifying the
transactional data
needed to derive the measures
Identifying the Key
Measures
Identifying the Key
Dimensions
Understanding the report
formats
• Types of reports• Tabular• Matrix• Templates• Report Groups• Type of graphs
Type Of Graphs
Type of Graphs Types Of Graphs
Single Axis Two Axis
Multi Axis Pyramid
1. Pie Chart2. Doughnut3. Gauge4. Barometer
1. Column2. Bar3. Line
1. Composite2. Stack Column3. Stack bar4. Area
1. Funnel
Type of Graphs Single Axis:Pie Chart
Type of Graphs Multi Axis: Composite
Type of GraphsTwo Axis Graph:
Bar Chart
Type of GraphsPyramid Graph:
Funnel
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