Ad hoc reports

Use ad hoc reports to gather information from individual subject areas or to consolidate information from multiple associated subject areas, into a single report in a custom format. For example, you can create an Opportunities report to include details from the Opportunities subject area, such as description, type, and priority, and also related details from other subject areas, such as related schedule items.

Ad hoc reports are supported for the following subject areas:

• Activities

• Call Records

• Campaigns

• Companies

• Contacts

• Contact Touches (any touches that have occurred or are expected to occur for a contact)

• Deals (product opportunities)

• Documents

• Households

• Leads

• Opportunities

• Schedule Items

• Service Requests

• Tasks

• Touch Activities (any activities that are associated with a touch type)

• Users

Ad hoc reports display data on demand, based on the settings you define while creating the report. Ad hoc reports contain fields that may not be available in the predefined reports generated from other NexJ CRM workspaces. You can view the report along with a summary and visualization within the workspace, or export the report's summary, detail (raw data), or visualization. If you are a report administrator, you can export a report's JSON definition to your local drive. You can search for specific reports using the available filter options.

Ad hoc reports are generated on the Reports workspace in NexJ CRM or in a standalone reporting application, depending on how ad hoc reporting is set up in your organization.

You can select a template provided by NexJ and customize it as needed, or you can create a report from scratch. An example of a template is the Scheduled activity breakdown report, which shows scheduled activities per user for a specific date range. You can keep your reports private or if you are granted the appropriate privileges by your administrator you can make them available to all NexJ CRM users. You can also share private reports with specific NexJ CRM users. This type of report is called “shareable”.

Your administrator must have assigned the appropriate privileges for you to view or edit ad hoc reports. Your view of data in a report is dependent on your access level, team assignment, and organizational hierarchy. It may differ from the view that other users have.

In addition to enabling custom selection and custom ordering of the report fields, ad hoc reports provide the following controls for report data and presentation:

Filters
Use search area filters to find reports, and use field filters to filter reports data. For more information about search area filters, see Reports workspace. For more information about field filters, see Report fields.

Groupings
Group data at one or more levels for your report summary.

Calculations
Select the calculations to display in your report summary.

Visualization
Choose from a variety of chart formats to visually summarize your report data.

For more information about groupings, calculations, and report visualization, see Adding groupings and calculations to the report summary and Visualizing reports.

Once you have built your reports or other users have shared their reports with you, you can set up customized dashboards with the summary, visualization, and detail from any of your reports as components.

The ad hoc reporting functionality includes the ability to schedule reports and dashboards for a specific time in the future or at regular intervals, and the ability to use an existing report definition to build another report.

Reports workspace

The Reports workspace lists all the ad hoc reports you have access to, and all the dashboards that you created. Use this workspace to view, add, edit, or delete reports and dashboards.

The Reports workspace consists of the following:

• The My Reports, All Reports, My Dashboards, and All Dashboards tabs. The My Reports tab displays the reports that you created, while the All Reports tab displays all the reports that you can view, including those shared by other users. The My Dashboards tab displays the dashboards that you created. The All Dashboards tab displays all the dashboards that you can view, including those shared by other users.

  

  Report templates display as reports that can be run in All Reports. You cannot edit or delete them but you can run or clone them. Dashboard templates are also available from All Dashboards. You can clone dashboard templates to create new dashboards. Dashboard templates can only reference report templates by name, which means that dashboard templates cannot reference reports that you create on your own without using templates.

  
  

• Use predefined filters, available in the My Reports and All Reports tabs, to view reports associated with specific subject areas. Predefined filters are search filters that are provided by default on a NexJ CRM workspace. For example, click the Opportunities filter to view all reports associated with the Opportunities subject area.

  • Use the text search field to search for items using the full item name or a part of the item name. The text search field supports the * and ? wildcard characters. The * wildcard is a placeholder for a string of text of any length, including spaces, while the ? wildcard represents a single alphanumeric character.

  • Use filter chips to add search criteria or fields in combination with an existing filter. You can filter by created date, description, and last edited date. The search area includes predefined filters, text search field, and filter chips, which enable you to locate specific items. You can use these filters to find specific items within the My Reports, All Reports, My Dashboards, and All Dashboards tabs.

  • To show or hide filter chips, add filter chips, or reset filters, click the Filter options button

    

    beside the text search field.

• The data tables display a list of reports or dashboards that match your filter criteria. The Reports data table, available in the My Reports and All Reports tabs, displays reports you have access to, and the Dashboards data table, available in the My Dashboards and All Dashboards tabs, displays dashboards you have access to. You can do the following in the data tables:
  

  • Click the Add button to add a report or a dashboard.

  • Click a column header or use the Sort by button to sort the displayed results.

  • Click the Select Columns button  to choose the columns to display in the data table.

  • Hover over a report or dashboard to reveal action buttons to:

    • Edit the report or dashboard 

    • Delete the report or dashboard 

    • Perform more actions

      

      , such as viewing the report

      

      , cloning the report or dashboard definition

      

      , updating the report

      

      , exporting the report

      

      , and sharing the report

      

      

      You can edit or delete reports that you created. You can only view, export, or clone reports created by other users.

      
      

  • Use the Items per page drop-down to limit the number of items displayed per page.

  • Use the chevron buttons to navigate between pages to view additional items.