Report Builder

Use the Report Builder to define or edit a report. Launch the Report Builder by clicking the Add Report button 

The report preview displays the structure of your report but the data shown is sample data, and may not accurately reflect the actual data in the report. The preview may display some records excluded from the final report. To view the complete and full report data, you must save the report, open it in the view mode, and execute the report by clicking the Update Report button

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The Report Builder consists of the following:

• A banner with the subject area, name, description, and View and edit permissions setting for the report. The View and edit permissions setting determines whether the report is private, public, or shareable.

  

  You will see the View and edit permissions setting if you have been granted the appropriate privileges by your administrator.

• A report settings pane on the left-hand side with the following tabs:

  • Details
    Select the fields you want to add to your reports.

  • Summary
    Define your report summary by adding groupings and calculations.
  • Visualization
    Define chart values for your data. The fields and calculations in this tab can be different from the Summary tab, depending on the settings you use.

  • Filters
    Add filters to your report to refine your report data.

    

    You can apply a filter to a field that has not been selected for display in the report.

• A report data pane on the right-hand side that shows previews for the following data:
  
  • When the Details tab is selected, it displays a preview of the raw report data. It refreshes in real time as you modify your report settings. Display additional columns using the chevron buttons 

    

    

    . In Contacts, Opportunities, and Deals reports, double-click a row to view the associated record on the applicable NexJ CRM workspace. Some collections provide links to associated records on the applicable NexJ CRM workspace. For more information about collections, see Viewing fields of a collection.
  • When the Summary tab is selected, it displays a preview of the summary of significant report data based on the groupings and calculations you defined.
  • When the Visualization tab is selected, you can select the required chart for your data and display a graphical preview of your data.

  You can view both the summary and the visualization in full size by clicking the Expand button

  

  . This no longer applies to reports but to dashboards. May reinsert it when documenting dashboards.

• An action button to save the report

  

  , an action button to cancel creation of the report

  

  , and when editing an existing report, an additional action button to revert your changes

  

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The following reporting actions increase operational complexity, and are expected to result in longer report execution times:

• Adding fields from associated classes
• Grouping on fields from associated classes
• Filtering on unindexed fields
• Sorting on unindexed fields