1. Presented By: Solutions Delivery Managing Reports in CRMnext

2.  Types of Reports  Building Complex Reports Agenda

3. Types of reports Tabular Matrix Templates Report Groups Types Of Graphs Types of Reports

4. Type of Reports Different Types of Reports Summarized View Matrix Detail View in Tabular format Tabular Detail View in Form Layout Template Multi-Row, Multi- Column representation of data Cross-tab/Pivot table like format which can be drill down both at the count and attribute level Record details represented in a Form Layout one record after the an

5. Matrix Tabular Template Type of Reports Report Usage PURPOSE Tabular presentation of a list of records INTENDED USAGE Intended to measure day to day productivity at the Branch Level / Dept Level. of a LOB FLEXIBILITY Can be drilled down for record level granularity EXAMPLES Call Centre Efficiency Campaign Efficiency Source wise Branch wise PURPOSE Single Source of Truth across Hierarchy of a LOB INTENDED USAGE Intended for Business Heads to track business across Hierarchy and gain Insights FLEXIBILITY Can be drilled down for granularity. EXAMPLES Zone wise lead Status Report Client Category wise TAT PURPOSE Subjective Reports emphasizing on Details. INTENTION Intended to understand universe of a typical lead / Campaigns / training USAGE Details of Leads Details of Customers

6. Types of reports Tabular Matrix Templates Report Groups Types Of Graphs Types of Reports

7. Type of Reports Tabular Tabular reports are used for seeing record level details of data and can be drilled to the record itself. The report output is organized in a multicolumn, multi-row format, with each column corresponding to a column in the database table.

8. Types of reports Tabular Matrix Templates Report Groups Types Of Graphs Types of Reports

9. Type of Reports Matrix A matrix report is used for displaying grouped data and summary information. You can group data by multiple fields or expressions in row and column groups like in crosstabs and pivot tables. A matrix report can be drilled down to next level both on summary and attributes At run time, as the report data and data regions are combined, a matrix grows horizontally and vertically on the page. Values in matrix cells display aggregate values scoped to the intersection of the row and column groups to which the cell belongs.

10. Types of reports Tabular Matrix Templates Report Groups Types Of Graphs Types of Reports

11. Type of Reports Templates Similar to the tabular reports this format of reports enables you to view record level details however instead of a Table format, the details can be seen in a Form layout

12. Types of reports Tabular Matrix Templates Report Groups Types of Graphs Types of Reports

13. Type of Reports Report Groups In order to analyze data hierarchically the drill down reports facilitate the capability of creating report groups. For example to see data of Region-Cluster-Zone-Branch wise sales productivity the report group of Region, Cluster, Zone and Branch can be provided to give top to bottom visibility

14. Matrix Drilldown: Role hierarchy-wise Lead Pipeline Report

15. Tabular Drilldown: Territory-wise Lead Status Pipeline Report

16. Type of Complex reports Building Complex reports Types Of Graphs Building Complex Reports

17. Sourced From CRMnext Data Ware House Building Complex Reports Complex Reporting Typical Complex reports requiring high computations/summarization Complex Reports Multi-dimensional multi-axis compute yet one of the standard format Heavy computation from multiple data objects Trend Analysis across various attributes Point of time Analysis reports

18. Type of Complex reports Building Complex reports Types Of graphs Building Complex Reports

19. Building Complex Reports Complex Reporting Managing complex report requirements by based on the data attributes Designing a Cube for pre- computed summarization Identifying the transactional data needed to derive the measures Identifying the Key Measures Identifying the Key Dimensions Understanding the report formats

20. Types of reports Tabular Matrix Templates Report Groups Type of graphs Type Of Graphs

21. Type of Graphs Types Of Graphs Single Axis Two Axis Multi AxisPyramid 1.Pie Chart 2.Doughnut 3.Gauge 4.Barometer 1.Column 2.Bar 3.Line 1.Composite 2.Stack Column 3.Stack bar 4.Area 1.Funnel

22. Type of Graphs Single Axis: Pie Chart

23. Type of Graphs Multi Axis: Composite

24. Type of Graphs Two Axis Graph: Bar Chart

25. Type of Graphs Pyramid Graph: Funnel

26. Demo Link URL: http://demo.crmnext.com/sn/app/login/login.aspxhttp://demo.crmnext.com/sn/app/login/login.aspx User: Bankingsolutionsin@crmnext.comBankingsolutionsin@crmnext.com Password: CRM@next$

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