Reports

Reports display data in an organized manner in the form of tables, graphs, and charts.
Using Vtiger CRM’s reports, sales teams can extract data relevant to them from thousands of records. These reports may help draw conclusions and make decisions to improve your sales process.

You can view or create reports by going to Main Menu > Essentials > Reports. You will land on the List View of Reports.

Important fields in Reports

Field name Description
Report Name Mandatory Field

Displays the name of the report
Report Folder Mandatory Field

Displays the name of the folder in which the report resides
Primary Module Mandatory Field

Allows you to select the name of the module on whose records the report is created
Related Module Allows you to select additional modules to pull data from their records
Share Report Allows you to select the users, roles, or groups with whom you want to share the report

Creating a Report

In Vtiger CRM, you can create the following report types:

  • Detailed reports (Granular data in tabular format)
  • Pivot reports (Aggregated data in tabular format)
  • Chart reports (Graphical data)

You can also create a combination of reports, such as:

  • Detailed reports
  • Detailed and chart reports
  • Pivot reports
  • Pivot and chart reports

Follow these steps to create a report:

  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Essentials.
  4. Select Reports.
  5. Click +Add Report.
  6. Fill out the mandatory data fields.
    • Details: Enter the basic details of the report.
      • Report Name – Enter the report name.
      • Report Folder – Select the folder in which you want to place the report.
      • Primary Module – Select the primary module on which you want to generate the report.
      • Related Modules (Max 2) – Choose a maximum of two secondary modules to generate the report.
      • Share Report – Select the users with whom you want to share the report.
  7. Click Next.
    • Properties: Choose what data to show and how to group report data. You can see a preview of the report under this tab, and remove the unwanted column by clicking the X mark.
      1. Select fields under Group by Row and Group by Column, based on which report data will be grouped or sorted.
      2. Select Data Fields to display in the report.
      3. Click Save and Run.
        • Click Next to specify filters and generate charts.
    • Filters: Add conditions and filter comments.
      1. Click the Filters tab.
      2. Set up All Conditions if you want to apply multiple conditions and all of them must be satisfied to pull data for the report.
      3. Set up Any Conditions if you want to apply multiple conditions and at least one of them must be satisfied to pull data for the report.
    • Charts: Select a chart type to generate a report.
      1. Click the Charts tab.
      2. Select Chart Type and chart sub-type.
      3. Enter Chart Properties.
  8. Click Save and Run.

After a report is generated, you can preview records by clicking on them in the tabular format of the report.

Note

  • In Vtiger CRM, you can create the following chart types:
    • Pie chart
    • Column chart
    • Bar chart
    • Line Funnel chart
  • When a report has a multi-currency field, the Record Currency and Record Conversion Rate columns are added to the report by default. An example of a multi-currency field is the Amount field in the Deals module.

Calculations in data fields

You can display the following data in data fields in a report:

Sum (SUM) – The sum of data field values

Average (AVG) – The average of data field values

Minimum (MIN) – The minimum of the data field values

Maximum (MAX) – The maximum of the data field values

Time in Reports

You can see the time spent on a Project Task in the hours and minutes (hh: mm) format in reports generated for tasks and cases. This format is available for the following fields:

  • Total Time Spent on Subtasks
  • Billable Time Spent
  • Total Time Spent

Actions Possible on Reports

You can perform the following actions on a report:

  • Duplicate: Using this option, you can create a separate or duplicate report with the same report content and a different report name.
  • Print: This option allows you to print the entire report.
  • Edit: You can use this option to edit report details.
  • Export: You can export a report in either CSV or Excel format.
  • Share Report: You share the report with your teammates by using this option.

Actions Possible on Charts

To perform actions on a chart, click the ellipsis displayed on the top-right. You will see the following options:

  • Edit: You can use this option to edit report details.
  • Duplicate: Using this option, you can duplicate the chart.
  • Pin to Dashboard: This option allows you to pin the chart to one of your dashboard.

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