Generating Reports User Guide - Revision history

Dina at 08:29, 8 July 2020

2020-07-08T08:29:32Z

← Older revision		Revision as of 08:29, 8 July 2020
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	===Report Generation Options===		===Report Generation Options===
	The report generator displays different options for each category of reports you choose to generate. In this section, we’ll cover the different filtering options for each screen, and explain their benefits.		The report generator displays different options for each category of reports you choose to generate. In this section, we’ll cover the different filtering options for each screen, and explain their benefits.
	The report category can be selected from the '''~~CommitCRM~~ > Reports Screen''', and selecting the appropriate category. In this section, we will cover the more popular report categories and their options.		The report category can be selected from the '''RangerMSP > Reports Screen''', and selecting the appropriate category. In this section, we will cover the more popular report categories and their options.

	[[File:ChoosingReports.jpg\|640 px\|center]]		[[File:ChoosingReports.jpg\|640 px\|center]]
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	\|-		\|-
	\| '''Created'''		\| '''Created'''
	\| This option will filter your reports so they only display items created during a specific date range. This is useful when creating reports based on items that were created in ~~CommitCRM~~ in similar dates.		\| This option will filter your reports so they only display items created during a specific date range. This is useful when creating reports based on items that were created in RangerMSP in similar dates.
	\|-		\|-
	\| '''Group'''		\| '''Group'''
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	\|-		\|-
	\| '''Fields1-5'''		\| '''Fields1-5'''
	\| These fields will allow you to filter your generated reports based on the information you store in the Accounts screen > Details tab ~~CommitCRM~~ customizable fields. These fields can be enabled and disabled in the system for all users by adjusting the Tools > Options > Calendar tab > User Fields Display Settings option, so they don’t always have to be shown if not used. Since these fields can be renamed, the field names here will be updated accordingly to any name you decide to give these fields within the accounts screen. When selecting the data to be filtered in your report from these fields, you can use the magnifying glass option on each field to select All, Multiple, or None of the options in that field. For more information see [[Field_Customization\|Field Customization]].		\| These fields will allow you to filter your generated reports based on the information you store in the Accounts screen > Details tab RangerMSP customizable fields. These fields can be enabled and disabled in the system for all users by adjusting the Tools > Options > Calendar tab > User Fields Display Settings option, so they don’t always have to be shown if not used. Since these fields can be renamed, the field names here will be updated accordingly to any name you decide to give these fields within the accounts screen. When selecting the data to be filtered in your report from these fields, you can use the magnifying glass option on each field to select All, Multiple, or None of the options in that field. For more information see [[Field_Customization\|Field Customization]].
	\|}		\|}

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	====Documents Reports Generation Window====		====Documents Reports Generation Window====
	[[File:Documents.png\|640 px\|center]]<br>		[[File:Documents.png\|640 px\|center]]<br>
	Documents reports are useful when you want to create file lists for the documents you manage in ~~CommitCRM~~, in addition to managing document templates that can be applied into your documents while merging data into the documents themselves. Using the Documents screen, you can manage all your customers’ documents needs without needing to manage your folder hierarchy, or importing newer documents you create in ~~CommitCRM~~. These lists can be filtered by the associated account, Employee, or other assorted data that you can choose to store in the customizable fields. These are really useful when you want to clear out older documents that are not relevant anymore.		Documents reports are useful when you want to create file lists for the documents you manage in RangerMSP, in addition to managing document templates that can be applied into your documents while merging data into the documents themselves. Using the Documents screen, you can manage all your customers’ documents needs without needing to manage your folder hierarchy, or importing newer documents you create in RangerMSP. These lists can be filtered by the associated account, Employee, or other assorted data that you can choose to store in the customizable fields. These are really useful when you want to clear out older documents that are not relevant anymore.
	{\| class="wikitable"		{\| class="wikitable"
	\|-		\|-
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	\|-		\|-
	\| '''Field 1-3'''		\| '''Field 1-3'''
	\| Allow you to filter your generated reports based on the information you store in the Documents screen > Right Click a Document > Show Document Properties > Field 1-3 ~~CommitCRM~~ customizable fields. Since these fields can be renamed, the field names here will be updated accordingly to any name you decide to give these fields within the Documents screen. When selecting the data to be filtered in your report from these fields, you can use the magnifying glass option on each field to select All, Multiple, or None of the options in that field. For more information see [[Field_Customization\|Field Customization]].		\| Allow you to filter your generated reports based on the information you store in the Documents screen > Right Click a Document > Show Document Properties > Field 1-3 RangerMSP customizable fields. Since these fields can be renamed, the field names here will be updated accordingly to any name you decide to give these fields within the Documents screen. When selecting the data to be filtered in your report from these fields, you can use the magnifying glass option on each field to select All, Multiple, or None of the options in that field. For more information see [[Field_Customization\|Field Customization]].
	\|}		\|}

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	\|-		\|-
	\| '''Field'''		\| '''Field'''
	\| These fields will allow you to filter your generated reports based on the information you store in the History Screen > New History Note Window > Field ~~CommitCRM~~ customizable fields. Since these fields can be renamed, the field names here will be updated accordingly to any name you decide to give these fields within the History screen. When selecting the data to be filtered in your report from these fields, you can use the magnifying glass option on each field to select All, Multiple, or None of the options in that field. For more information see [[Field_Customization\|Field Customization]].		\| These fields will allow you to filter your generated reports based on the information you store in the History Screen > New History Note Window > Field RangerMSP customizable fields. Since these fields can be renamed, the field names here will be updated accordingly to any name you decide to give these fields within the History screen. When selecting the data to be filtered in your report from these fields, you can use the magnifying glass option on each field to select All, Multiple, or None of the options in that field. For more information see [[Field_Customization\|Field Customization]].
	\|}		\|}

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	\|-		\|-
	\| '''Batch No'''		\| '''Batch No'''
	\| Allows you to create labels for all accounts imported together with the same import batch number. The import batch number is given to each account that you import into the ~~CommitCRM~~ database, in order to easily group these accounts together. This is useful when you need to process multiple accounts into the system, and need labels created only for the accounts you just imported.		\| Allows you to create labels for all accounts imported together with the same import batch number. The import batch number is given to each account that you import into the RangerMSP database, in order to easily group these accounts together. This is useful when you need to process multiple accounts into the system, and need labels created only for the accounts you just imported.
	\|-		\|-
	\| '''ID'''		\| '''ID'''
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	[[File:Ticket_report_remove_from_list.gif]]		[[File:Ticket_report_remove_from_list.gif]]

	===Generating and Printing Reports Using the ~~CommitCRM~~ Web Interface===		===Generating and Printing Reports Using the RangerMSP Web Interface===
	The ~~CommitCRM~~ Web Interface is most known for it’s portability, and the control it offers the you from any location in the world. The ~~CommitCRM~~ Web Interface also has the ability to generate PDF reports for your technicians to give to your customer while your technician is onsite at your customers’ venue. For more information see [[Web_Interface#Generating_and_Printing_Reports_Using_the_Web_Interface\|Generating and Printing Reports Using the ~~CommitCRM~~ Web Interface]].		The RangerMSP Web Interface is most known for it’s portability, and the control it offers the you from any location in the world. The RangerMSP Web Interface also has the ability to generate PDF reports for your technicians to give to your customer while your technician is onsite at your customers’ venue. For more information see [[Web_Interface#Generating_and_Printing_Reports_Using_the_Web_Interface\|Generating and Printing Reports Using the RangerMSP Web Interface]].

	<br>		<br>
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	*[[Report_Designer_User_Guide\|Report Designer User Guide]]		*[[Report_Designer_User_Guide\|Report Designer User Guide]]
	*[[Reports_FAQ\|Reports FAQ]]		*[[Reports_FAQ\|Reports FAQ]]
	*[[Web_Interface#Generating_and_Printing_Reports_Using_the_Web_Interface\|Genetating and Printing Reports Using the ~~CommitCRM~~ Web Interface]]		*[[Web_Interface#Generating_and_Printing_Reports_Using_the_Web_Interface\|Genetating and Printing Reports Using the RangerMSP Web Interface]]
	*[[Field_Customization\|Field and Tab Customization]]		*[[Field_Customization\|Field and Tab Customization]]
	*[http://www.commitcrm.com/videos/commit_report_designer_tutorial_video.htm Report Designer Tutorial Video]

	[[Category:User Manuals]]		[[Category:User Manuals]]

Robert at 11:05, 1 September 2013

2013-09-01T11:05:08Z

← Older revision		Revision as of 11:05, 1 September 2013
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	[[File:Ticket_report_remove_from_list.gif]]		[[File:Ticket_report_remove_from_list.gif]]

	===Generating and Printing Reports Using the ~~Commit~~ Web Interface===		===Generating and Printing Reports Using the CommitCRM Web Interface===
	The ~~Commit~~ Web Interface is most known for it’s portability, and the control it offers the you from any location in the world. The ~~Commit~~ Web Interface also has the ability to generate PDF reports for your technicians to give to your customer while your technician is onsite at your customers’ venue. For more information see [[Web_Interface#Generating_and_Printing_Reports_Using_the_Web_Interface\|Generating and Printing Reports Using the ~~Commit~~ Web Interface]].		The CommitCRM Web Interface is most known for it’s portability, and the control it offers the you from any location in the world. The CommitCRM Web Interface also has the ability to generate PDF reports for your technicians to give to your customer while your technician is onsite at your customers’ venue. For more information see [[Web_Interface#Generating_and_Printing_Reports_Using_the_Web_Interface\|Generating and Printing Reports Using the CommitCRM Web Interface]].

	<br>		<br>
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	*[[Report_Designer_User_Guide\|Report Designer User Guide]]		*[[Report_Designer_User_Guide\|Report Designer User Guide]]
	*[[Reports_FAQ\|Reports FAQ]]		*[[Reports_FAQ\|Reports FAQ]]
	*[[Web_Interface#Generating_and_Printing_Reports_Using_the_Web_Interface\|Genetating and Printing Reports Using the ~~Commit~~ Web Interface]]		*[[Web_Interface#Generating_and_Printing_Reports_Using_the_Web_Interface\|Genetating and Printing Reports Using the CommitCRM Web Interface]]
	*[[Field_Customization\|Field and Tab Customization]]		*[[Field_Customization\|Field and Tab Customization]]
	*[http://www.commitcrm.com/videos/commit_report_designer_tutorial_video.htm Report Designer Tutorial Video]		*[http://www.commitcrm.com/videos/commit_report_designer_tutorial_video.htm Report Designer Tutorial Video]

	[[Category:User Manuals]]		[[Category:User Manuals]]

Sheli: /* Generating and Printing Reports Using the Commit Web Interface */

2011-08-08T12:04:59Z

Generating and Printing Reports Using the Commit Web Interface

← Older revision		Revision as of 12:04, 8 August 2011
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	<br>		<br>

			==Printing Reports from the Ticket Window==
			When viewing a Ticket in the Tickets window, you can print a Ticket report directly from the Print/Print Preview options in the Tickets window toolbar. Only detailed Ticket reports (as opposed to lists Ticket reports) are listed here.

			[[File:Ticket_reports_list_menu.gif]]

			The list of reports which appears in these options can be modified to show only reports you actually need to be accessible from this window.

			To configure each report, and control whether it is accessible from the Ticket window:
			# Go to the Reports window
			# Choose the relevant report.
			# Select ''Report > Make report available from Tickets window'' or ''Report > Remove from available reports in Tickets Window'' option.

			[[File:Ticket_report_remove_from_list.gif]]

	===Generating and Printing Reports Using the Commit Web Interface===		===Generating and Printing Reports Using the Commit Web Interface===

Sheli: /* Advanced Filtering */

2011-03-21T19:54:21Z

Advanced Filtering

← Older revision		Revision as of 19:54, 21 March 2011
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	Using the Advanced filtering tools via the '''Expand >>>''' button, you can set the system to generate reports based on advanced filtering settings. Advanced Filtering lets you filter by fields which are not listed in the standard filter for this entity (see [[Generating_Reports_User_Guide#Report_Generation_Options\|above section]]).		Using the Advanced filtering tools via the '''Expand >>>''' button, you can set the system to generate reports based on advanced filtering settings. Advanced Filtering lets you filter by fields which are not listed in the standard filter for this entity (see [[Generating_Reports_User_Guide#Report_Generation_Options\|above section]]).

	The Advanced Filter includes ~~two~~ tabs:		The Advanced Filter may includes three tabs:
	# Primary - filter using any of the predefined data source (i.e. database fields) for this report.		# '''Primary''' - filter using any of the predefined data source (i.e. database fields) for this report.
	# Secondary - filter using mixed data sources in the same report.		# '''By Subject''' - filter the report according to the user-defined fields (appears only for reports which have user-defined fields).
			# '''Secondary Filter (Advanced)''' - filter using mixed data sources in the same report.

	To use advanced filtering, click the Expand button in the Report Generation Window, and go to the Secondary Filter (Advanced) tab. In this tab, you will see the available advanced filters for this report. See more details below.		To use advanced filtering, click the Expand button in the Report Generation Window, and go to the Secondary Filter (Advanced) tab. In this tab, you will see the available advanced filters for this report. See more details below.
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	<br>		<br>

			====By Subject Filters====
			For reports which have user-defined fields, you will notice a tab called "By Subject" which allows you to filter the report according to the user-defined fields. Here you can choose the subject you want to filter by, and this will give you the relevant field list for this subject. A subject is basically a fields-group, which can be defined when adding new fields. For more details about adding your own fields, [[Field_Customization\|click here]].
			[[File:Subject.png\|center]]<br>

			<br>
	====Secondary Filters====		====Secondary Filters====
	When using reports that mix multiple data sources in the same report, it may sometimes become necessary to apply second level filtering options in order to narrow the list down to the items you need to be displayed in your report.		When using reports that mix multiple data sources in the same report, it may sometimes become necessary to apply second level filtering options in order to narrow the list down to the items you need to be displayed in your report.
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	<br>		<br>

	~~====By Subject Filters====~~
	For reports which have user-defined fields, you will notice a tab called "By Subject" which allows you to filter the report according to the user-defined fields. Here you can choose the subject you want to filter by, and this will give you the relevant field list for this subject. A subject is basically a fields-group, which can be defined when adding new fields. For more details about adding your own fields, [[Field_Customization\|click here]].
	~~[[File:Subject.png\|center]]<br>~~

	~~<br>~~
	====Advanced Sorting====		====Advanced Sorting====
	The advanced sorting feature allows you to reorganize the data printed in your reports to be sorted to your needs in your reports. Here you can tell the program to print the items in any order you choose. The options available to you in this option are system wide. We suggest sorting the list by a field displayed in the report, or just to use the default report setting.		The advanced sorting feature allows you to reorganize the data printed in your reports to be sorted to your needs in your reports. Here you can tell the program to print the items in any order you choose. The options available to you in this option are system wide. We suggest sorting the list by a field displayed in the report, or just to use the default report setting.

Sheli: /* Primary Filters */

2011-03-21T19:50:27Z

Primary Filters

← Older revision		Revision as of 19:50, 21 March 2011
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	<br>		<br>
	====Primary Filters====		====Primary Filters====
	*The primary tab is used to let you filter your report based on all predefined system fields that comes with the system. in this part of the screen, you can set several filters that can be enabled at the same time. These filters would work side-by-side, and select additional entities to have reports generated for them. for each rule you want to add, you need to follow these steps:		The primary tab is used to let you filter your report based on all predefined system fields that comes with the system. in this part of the screen, you can set several filters that can be enabled at the same time. These filters would work side-by-side, and select additional entities to have reports generated for them. for each rule you want to add, you need to follow these steps:

	#Select a field in the advanced filter rule list.		#Select a field in the advanced filter rule list.

Sheli: /* Advanced Filtering */

2011-03-21T19:49:58Z

Advanced Filtering

← Older revision		Revision as of 19:49, 21 March 2011
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	===Advanced Filtering===		===Advanced Filtering===
	Using the Advanced filtering tools via the '''Expand >>>''' button, you can set the system to generate reports based on advanced filtering settings. Advanced Filtering lets you filter by fields which are not listed in the standard filter for this entity (see [[Generating_Reports_User_Guide#Report_Generation_Options\|above section]]).		Using the Advanced filtering tools via the '''Expand >>>''' button, you can set the system to generate reports based on advanced filtering settings. Advanced Filtering lets you filter by fields which are not listed in the standard filter for this entity (see [[Generating_Reports_User_Guide#Report_Generation_Options\|above section]]).

	~~Usage examples (many other options are available):~~

	* Filter ~~'''Ticket''' reports to display only Tickets related to '''Accounts''' to which a specific '''Employee''' is assigned~~.		The Advanced Filter includes two tabs:
	* Filter '''Charge''' reports to display all Charges logged for ~~Block of Time '''Contracts''' that belong to '''Accounts''' which are assigned to a specific '''Employee'''~~.		# Primary - filter using any of the predefined data source (i.e. database fields) for this report.
	* Filter '''Charge''' reports to display only Charges for '''Completed Tickets''' that belong to '''Accounts''' of the ~~type 'Law Office'~~.		# Secondary - filter using mixed data sources in the same report.

	To use advanced filtering, click the Expand button in the Report Generation Window, and go to the Secondary Filter (Advanced) tab. In this tab, you will see the available advanced filters for this report. See more details below.		To use advanced filtering, click the Expand button in the Report Generation Window, and go to the Secondary Filter (Advanced) tab. In this tab, you will see the available advanced filters for this report. See more details below.

Sheli: /* Secondary Filters */

2011-03-21T19:45:44Z

Secondary Filters

← Older revision		Revision as of 19:45, 21 March 2011
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	* Filter '''Charge''' reports to display all Charges logged for Block of Time '''Contracts''' that belong to '''Accounts''' which are assigned to a specific '''Employee'''.		* Filter '''Charge''' reports to display all Charges logged for Block of Time '''Contracts''' that belong to '''Accounts''' which are assigned to a specific '''Employee'''.
	* Filter '''Charge''' reports to display only Charges for '''Completed Tickets''' that belong to '''Accounts''' of the type 'Law Office'.		* Filter '''Charge''' reports to display only Charges for '''Completed Tickets''' that belong to '''Accounts''' of the type 'Law Office'.

	~~[[File:Expand2.png\|center]]<br>~~

	<br>		<br>

Sheli: /* Secondary Filters */

2011-03-21T19:45:22Z

Secondary Filters

← Older revision		Revision as of 19:45, 21 March 2011
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	====Secondary Filters====		====Secondary Filters====
	When using reports that mix multiple data sources in the same report, it may sometimes become necessary to apply second level filtering options in order to narrow the list down to the items you need to be displayed in your report.		When using reports that mix multiple data sources in the same report, it may sometimes become necessary to apply second level filtering options in order to narrow the list down to the items you need to be displayed in your report.
	The secondary filters allow you to create super-advanced filters on the report results, and narrow down the results to exactly what you want to see. For example, this means that you can generate Charge reports, and narrow the results by specific ticket type, which reflects the type of problem (i.e. printer, mobile phone, laptop etc.,). This feature is quite powerful, and ~~once you have all the logged work information in the database (i.e. Charges), the~~ analytic possibilities ~~are great~~		The secondary filters allow you to create super-advanced filters on the report results, and narrow down the results to exactly what you want to see.
			<br>
			For example, this means that you can generate Charge reports, and narrow the results by specific ticket type, which reflects the type of problem (i.e. printer, mobile phone, laptop etc.,). This feature is quite powerful and provides great analytic possibilities. <br>
	Other examples:		Other examples:
	:*Filter Ticket reports to display only Tickets related to Accounts to which a specific ~~employee~~ is assigned		* Filter '''Ticket''' reports to display only Tickets related to '''Accounts''' to which a specific '''Employee''' is assigned.
	:*Filter Charge reports to display all Charges logged for Block of Time Contracts that belong to Accounts which are assigned to a specific ~~employee~~		* Filter '''Charge''' reports to display all Charges logged for Block of Time '''Contracts''' that belong to '''Accounts''' which are assigned to a specific '''Employee'''.
	:*Filter Charge reports to display only Charges for Completed Tickets that belong to Accounts of the type 'Law Office'		* Filter '''Charge''' reports to display only Charges for '''Completed Tickets''' that belong to '''Accounts''' of the type 'Law Office'.

	[[File:Expand2.png\|center]]<br>		[[File:Expand2.png\|center]]<br>

Sheli: /* Advanced Filtering */

2011-03-21T18:53:31Z

Advanced Filtering

← Older revision		Revision as of 18:53, 21 March 2011
Line 424:		Line 424:

	===Advanced Filtering===		===Advanced Filtering===
	Using the Advanced filtering tools via the Expand >> button, you can set the system to generate reports based on advanced filtering settings. Advanced Filtering lets you filter by fields which are not listed in the [[~~Report_Designer_User_Guide~~#~~Generating_Reports~~\|above section]]. ~~These filters can be set to decide if to generate a report based on almost any of the data set to be printed. Through these~~ options~~, you can filter the report to your needs.~~		Using the Advanced filtering tools via the '''Expand >>>''' button, you can set the system to generate reports based on advanced filtering settings. Advanced Filtering lets you filter by fields which are not listed in the standard filter for this entity (see [[Generating_Reports_User_Guide#Report_Generation_Options\|above section]]).

			Usage examples (many other options are available):

	~~[[File:Price greater than zero~~.~~jpg\|640 px\|center]]<br>~~		* Filter '''Ticket''' reports to display only Tickets related to '''Accounts''' to which a specific '''Employee''' is assigned.
			* Filter '''Charge''' reports to display all Charges logged for Block of Time '''Contracts''' that belong to '''Accounts''' which are assigned to a specific '''Employee'''.
			* Filter '''Charge''' reports to display only Charges for '''Completed Tickets''' that belong to '''Accounts''' of the type 'Law Office'.

			To use advanced filtering, click the Expand button in the Report Generation Window, and go to the Secondary Filter (Advanced) tab. In this tab, you will see the available advanced filters for this report. See more details below.

	<br>		<br>

Sheli: /* Generating and Printing Reports Using the Commit Web Interface */

2010-05-30T14:26:45Z

Generating and Printing Reports Using the Commit Web Interface

← Older revision		Revision as of 14:26, 30 May 2010
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	===Generating and Printing Reports Using the Commit Web Interface===		===Generating and Printing Reports Using the Commit Web Interface===
	The Commit Web Interface is most known for it’s portability, and the control it offers the you from any location in the world. The Commit Web Interface also has the ability to generate PDF reports for your technicians to give to your customer while your technician is onsite at your customers’ venue. For more information see [[Web_Interface#Generating_and_Printing_Reports_Using_the_Web_Interface\|~~Genetating~~ and Printing Reports Using the Commit Web Interface]].		The Commit Web Interface is most known for it’s portability, and the control it offers the you from any location in the world. The Commit Web Interface also has the ability to generate PDF reports for your technicians to give to your customer while your technician is onsite at your customers’ venue. For more information see [[Web_Interface#Generating_and_Printing_Reports_Using_the_Web_Interface\|Generating and Printing Reports Using the Commit Web Interface]].

	<br>		<br>

	==See Also==		==See Also==
	*[[Report_Designer_User_Guide\|Report Designer User Guide]]		*[[Report_Designer_User_Guide\|Report Designer User Guide]]