Run Custom Reports
How-To
Run custom reports for customer relationship management (CRM) data, and certain financial data in CommunitySuite.
- Select Reports from the Home page.
- In the Custom Reports window, click Create next to the type of report that you want to create.
- Scroll through the list or Search Available Fields, then select a field to add it to the report.
- Select Total Column to total the data from all rows in the column. The total will display in a new row at the bottom of the column.
- Select how you'd like to aggregate the data from the selected field.
- To change the order of your columns, left-click and hold on the three lines to drag the fields up or down.
- Click Group By to group your data by the current field.
- Sort the column in Ascending or Descending order.
- In the Column Sort Priority selection, drag and drop each column name into a desired hierarchy to prioritize how your columns are sorted.
- Specify the Max Results (maximum number of results) that you want to generate, the number of Results Per Page, or select Show All to show all results generated by the report.
- Once all parameters are set, click Run to generate the report.
- If needed, select Edit to return to the previous screen.
- Click Filter to filter the report by additional fields.
- Review the report and click Save.
- Give the report a Name, check the box next to Share to share the report with other users, or select the drop-down menu to update an existing report, then click Save.
- Click Export to download the report to your computer as a .csv file.