Earlier there were no way to find out the reports based on Related Accounts records. In this release we have introduced a new report called Relation Matrix Report which will be available under Sales Reports home.
This report will allow you to fetch the report of the Accounts records having relations with other Accounts records according to their relation names.
To access the report click on Reports in the left menu for Sales module, it will bring you the Reports Home page for the Sales module. You will find the Relation Matrix Report among the other reports.
Once you click on this report you will be taken to the following page in a new tab:
In this page you can select the parameters as per your requirement and run the report to see the results.
Let’s understand different parameters of this page:
Relation: This is a drop down field which populates all the available relations you have configured. Referent would be selected by default if you have already configured it.
Date field: This field populates all the Date type fields available in the Accounts form. This is a drop down list field and default value is Created on.
Date Range: This is an usual date drop-down. The date field will be based on the value selected in the Select a date field drop down list. This month would be selected by default.
Start Date: It automatically fills in as per the selected date range. This is a date picker, you would be able to change the date, in that case system will change the Date range field value to custom.
End date: It automatically fills in as per the selected date range. This is a date picker, users would be able to change the date, in that case system change the Date range field value to custom.
Row field: This field is a drop-down list field and populates all the available list type fields of Accounts. Default is Sales rep. But you can pick any list field you want.
Row Value drop down: This would be a multi select list field with “All” at the top which is default value. The field will populate the value based on the selected Row Field value.
Column field: This field is a drop-down list field and populates all the available list type fields of Accounts. Default is Status.
Column value drop down: This would be a multi select list field with “All” at the top which is default value. The field will populate the value based on the selected Column Field value.
Tip 1: Make sure you choose different fields in the Row & column fields.
Column value drop down: This would be a multi select list field with “All” at the top which is default value. The field will populate the value based on the selected column Field value.
Run: When you click on the Run button, then only report will run.
Beside the report tile you will find two icons to export the report to PDF and Excel file respectively.
You can also drill-down the non-zero values by clicking on the value and it will show you the list view of corresponding records in a new tab.
Save customization functionality:
Save customization feature will be available to the users with the Manage Reports privilege.
This feature will allow you to create a copy of the Relation Matrix Report with your own set of field values which is different from the default one.
E.g. You can create the “Relation Matrix Report” year wise by choosing a different date range or you can create a “Relation Matrix Report” based on Source or Industry and so on.
If you do not have the privilege then we will show the alert message:
If user has the “Manage Reports” privilege then we will open a new dialog as shown below:
Once the Save button is clicked then we will create a new report with the name provided in the “Customer report name” field. The report will be created with all the parameters you have selected in the fields of the first and second row of the report page.
Close button will also close the window.
Newly created report will be available in the Report Home page also.