To view a report, hover over the report in the Reports data table, click the More Actions buttonand then click the View Report button , or double-click the report in the Reports data table.
The data in the Details tab of a report automatically refreshes each time you open a report. However, you may need to click the Update Report button to refresh the data in the Summary and Visualization tabs.
When viewing a report, you can:
Show or hide filters.
Add temporary filters for the current report view.
Reset any temporary filters that you added.
Update the report to reflect the latest changes to NexJ CRM data.
Sort the report summary and report details.
Transpose rows to columns and columns to rows in the report summary.
Export the report's raw data, summary, and visualization. If you are a report administrator, you can export a report's JSON definition.
Open details pages in NexJ CRM by clicking on links for associated objects in the Details tab that have detail data (for example, people, companies, households, service requests, deals (and other opportunities)). For example, when you are viewing a deals report that uses the Owner field, you can click on an owner's name in the Details tab to open the owner's detail page on the Contacts workspace.
Display the report definition version, subject area name, and last executed time in the About tab. As of 21.12.1.0, you can also view which fields and filters have been selected for a report in the About tab.
Configure report-specific parameters in the Settings tab, which include schedule, export mode, and currency settings. For more information about selecting currencies, see Specifying the currency for a report.
Click the links for collections in the Details tab to see the included fields of the collection together with the default collection field.
Collections can be identified by their default fields in reports. The default field is displayed in reports to represent the selected collection whether the default field is selected or not (for example, the default field for the Activities collection is the Description field).
In the Details tab, the collections icon in the data table indicates that the field is a collection. Click on the icon to see the fields of the collection that you added to the report. To add more fields from a collection to a report, you must add the fields to the report in the Add Fields dialog for the report.
Some collections contain fields that have details data in NexJ CRM. These collections provide links from the Details tab to the associated record on the applicable NexJ CRM workspace. For example, the following collections provide links:
Service Requests
Coverage Children
Related Opportunities
Assign To
For
Employees
The following screenshot shows an example of the preview data table that displays when the Products collection has been selected in the Details tab. In the last data table row shown below, a contact has been assigned an opportunity with multiple products. When you click on the row, you will see a list of all of the products assigned to the contact. The rest of the rows show one product. The Products field can contain Advisory collections, which are created based on data from contacts who have been assigned the Advisory product.
Contacts can be assigned the Advisory product in the Advisory Services type of products on the Opportunities workspace or in the Opportunities tab for a contact. Mutual fund and mortgage products are also assigned on the Opportunities workspace or in the Opportunities tab for a contact. For more information about the Opportunities workspace and Opportunities tab, see Creating and managing opportunities.
When the Products collection is selected, you can click a collection name link to view which contact the collection is associated with, and which products, and the default field for the collection, which is Name. The following screenshot shows the dialog that displays when you click a collection name link. In this example, the contact has two products, which display in the Products data table. You can click the "Deals" breadcrumb link to return to the main preview table.
Viewing associated records on reports with filters
You can specify whether associated records (for example, Related Activities for a Contact) should respect filters, which affects how these records are displayed in a report. Choose whether all available related records or only those matching the report filters are included. To control which associated records are included, use the Include all related records field on the Details tab.
When you set this value on the Details tab, it is also reflected in which records are included in the Summary and Visualization tabs.
Viewing reports that have restricted data
As of NexJ CRM 21.12.2.0, when an attribute for which you don't have NexJ CRM privileges has been added to a report in the following fields in the Report Builder, and you try to view the report, you will receive an error stating that the report is invalid because it contains restricted data, and you should contact your administrator:
Field to sort field in the Details tab
Add Groupings field in the Summary tab
X-Axis or Y-Axis fields in the Visualization tab
When a restricted attribute is added to a report as one of its fields, it will only be displayed to you if you are privileged to access it, and it will be hidden if you don't have the required privileges. A warning message will be displayed when this happens. The report will otherwise be valid.
Viewing reports with excluded attributes
As of 22.03.1.0, if you have saved a report for a subject area, and then the same subject area is modified by a developer to exclude attributes that you have included in your report, when you attempt to open your report you will be presented with a warning message that your report contains invalid attributes. To continue working with report, dismiss the warning message, edit the report, and then save it.
Specifying the currency for a report
You can select the currency for a report on the Currency card in the Settings tab in the Report Viewer. The System Currency field displays the default system currency setting. Selecting a currency will overwrite any default currency selection made by you in User Preferences for NexJ CRM or the default system currency setting. Selecting the DefaultUser Currency menu option will use either your User Preferences default selection or the default system setting.
After you select a different currency, you must click the Update Report button in the Report Viewer to update the report with converted values. If you are using a dashboard to view a Deals report, you must click the Update Dashboard button in the Dashboard Viewer to view the converted currency values. For more information about the Dashboard Viewer, see Dashboard Viewer.
When you use a currency other than the default base currency, you must consider the following information for monetary values in reports:
By default, shared links of a report will show monetary values based on the Currency setting in User Preferences for each user.
Monetary conversions are based on the exchange rate when you run the report. To get the latest monetary conversions, you must rerun the report by clicking the Update Report button or Update Dashboard button.
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Collections can be identified by their default fields in reports. The default field is displayed in reports to represent the selected collection whether the default field is selected or not (for example, the default field for the Activities collection is the Description field).
