Creating Custom Reports

When to Create Custom Reports

Standard reports cover 80% of use cases, but custom reports are needed for:

• Company-specific metrics (e.g., "5G Adoption Rate" for TelecomCo)
• Unique data combinations (e.g., "Opportunities with expired quotes")
• Executive dashboards with branded layouts
• Regulatory compliance reports

Report Designer (Web Tools)

Build reports using drag-and-drop interface without coding.

Step 1: Create New Report

1. Navigate to Administration → Reports → New Report
2. Enter report name: "High-Value Opportunities Expiring Soon"
3. Select business component: Opportunity
4. Choose report type: Tabular (or Summary, Chart)

Step 2: Add Fields

• Available Fields panel shows all Opportunity BC fields
• Drag fields to "Selected Fields" panel:
  • Account Name
  • Opportunity Name
  • Revenue
  • Close Date
  • Sales Stage
  • Owner
• Reorder fields by dragging up/down (determines column order)

Step 3: Define Filters

Step 4: Sorting & Grouping

• Sort: Close Date (Ascending) → Nearest deadlines first
• Group By: Sales Stage → Show opportunities grouped by stage
  • Prospecting (15 opportunities, $2.1M total)
  • Negotiation (8 opportunities, $1.8M total)
• Subtotals: Sum of Revenue per group

Step 5: Formatting

• Column Width: Account Name = 200px, Revenue = 100px
• Number Format: Revenue displays as "$50,000" (currency, 0 decimals)
• Date Format: Close Date shows as "01/15/2024" (MM/DD/YYYY)
• Conditional Formatting: Close Date < Today + 7 days → Highlight red

Step 6: Save & Test

1. Click Save Report
2. Click Preview → Report runs with sample data
3. Verify: 23 opportunities displayed, sorted correctly, totals accurate
4. Click Publish → Make available to other users

Report Types

Tabular Reports

• Simple row/column layout (like Excel)
• Best for: Detailed data lists, exports
• Example: Contact list with name, email, phone, company

Summary Reports

• Grouped data with subtotals
• Best for: Aggregated metrics (revenue by territory)
• Example: Opportunities grouped by Rep → Sum revenue per rep

Chart Reports

• Visual graphs (bar, line, pie)
• Best for: Trends, comparisons, executive dashboards
• Example: Pipeline by stage (bar chart), Win rate trend (line chart)

Matrix Reports

• Cross-tab layout (rows and columns are dimensions)
• Best for: Multi-dimensional analysis
• Example: Revenue by Product (rows) × Territory (columns)

Advanced Features

Calculated Fields

• Formula: Weighted Revenue = [Revenue] × [Probability] / 100
• Days to Close: [Close Date] - [Today]
• Full Name: [First Name] + " " + [Last Name]

Prompts (User Input)

• When running report, user enters values:
  • Prompt: "Enter minimum revenue:" → User types "100000"
  • Prompt: "Select territory:" → User chooses from dropdown (West, East, etc.)
• Report filters dynamically based on user input

Multi-BC Reports

• Combine data from multiple business components
• Example: Opportunity BC + Product BC → Show opportunities with product line items
• Join: Link via foreign key (Opportunity.Id = Product.OpportunityId)

Example: Custom Report Workflow