Accessing Built-in Reports
Most sections (including leads, deals, quotes, customer orders, contacts, activities, companies, and products come with built-in report definitions that address specific needs for those record types.
For example the activities section has built-in reports to list all open activities, your call backlog, and all completed activities, among others. Chances are, one of the built in reports will be enough for your reporting needs.
To view a built-in report, click on a section from the navigation bar, and select an option from the combo box titled “Show”. This will immediately display the report on your screen.
Creating New Reports
If the built-in reports do not display the results you need, you can easily define new report criteria and save those definitions for future use. Every time you select that report, it will be regenerated with the most up-to-date information.
To define a new report, click on the section you want to report about and click on the new report link. This will bring up a popup that usually has 3 columns:
- Report criteria: Select the criteria available for this section. You can select multiple criteria in the same report. TeamGram will generate your report using records that match all of the conditions you set.
- Condition: This column lets you specify the condition for the highlighted criteria you select in column 1.
- Overview of selected criteria: The third column lists all the condtions you set for this report. If you want to remove one of the conditions, simply click on the x symbol next to it.
After you set your criteria, click on the Apply button to view the report.
Saving a Report Definition for Future Use
Note that the combo box now shows “Unsaved report” when you first create it. You can easily give your report a name and save it by clicking on the save report link next to the combo box. This will allow you to use the same definition to create new reports with the latest data in the future.
Saved reports appear in the same combo box, after built-in reports.
Sharing Your Report Definition with Others in Your Company
You can share your report definitions with other users in your company. Simply select that report in the combo box. Click on the settings link next to the combo box and then click on the Company-wide checkbox next to its name,
Other users will be able to select this report definition just like any other built-in or user-defined report.
Drilling into the Details
TeamGram reports are interactive. You can click on any line in a report and go to the related record.
In most reports, you can also click on the down arrow at the right end of each line to expand the record to see further details without leaving the report page.
Downloading a Report to Excel
If your administrator has authorized you to download reports, you may download it in an Excel file. To do this, go to the desired section, select the report from the combo box, and click on the Export to Excel button near the top of the page.
Viewing Results on a Map
Certain records that contain geographic coordinates may be reported as points on a map. When that option is available, you will see a map button near the top of the report page.
Viewing Results in Calendar View
Certain records that contain dates (activities, etc) may also be reported in calendar view. When that option is available, you will see a calendar button near the top of the report page.
Viewing a Report on a Mobile Device
Most reports -including user defined and shared reports- are accessible on TeamGram’s mobile apps for iOS and Android. Simply go to the the section you want to report on, and make your selection from available options.