SugarCRM SupportDocumentationSugar Versions7.97.9 EnterpriseSugar Enterprise 7.9 Application GuideReports

Reports

Overview

Sugar's Reports module allows users to build, generate, and manage reports for modules such as Accounts, Contacts, Calls, etc. Reporting is a valuable tool in Sugar as users can gather data from various modules to generate vital information for their organization. There are four types of reports (Rows and Columns Report, Summation Report with Details, Summation Report, Matrix Report) available in Sugar. This documentation will cover information and actions specific to the Reports module. For instructions concerning views and actions which are common across most Sugar modules, such as viewing, editing, etc., please refer to the Working With Reports section of this page.

Note: Some of the examples in this documentation contain steps to create Opportunity reports. Users with Revenue Line Items enabled should adapt the steps to target the Revenue Line Items module.

Report Fields

The Reports module contains a number of stock fields which come out-of-the-box with Sugar. The definitions below are suggested meanings for the fields, but the fields can be leveraged differently to best meet your organization's needs. The following fields below are available when viewing the Reports list view.

Field Description
Accessed On The date the report record was last opened
Chart Type The chart type (if applicable) defined for the report 
Date Created The date the report record was created
Date Modified The date the report record was last modified
Description

A description or other key information about the report

Note: The Description field is only viewable and editable via the list view preview

Module The target module (e.g. Accounts) associated to the report
Name The name of the report
Report Type The report type (Rows and Columns Report, Summation Report, Summation Report with Details, Matrix Report) specific to the report
Schedule Report The scheduled date and time for the scheduled report  
Tags

User-created keywords that can be used to identify, organize, and group report records by common attributes

Note: For more information on tags in Sugar, please refer to the Tags documentation.

Team The Sugar team(s) assigned to the report record
User The Sugar user assigned to the report record

Working With Reports

The following links will open specific sections of the User Interface documentation where you can read about views and actions that are common across most Sidecar modules. The sections following this Working With Reports section describe Reports-specific behaviors and functionality. 

Content Link Description
Viewing Reports
    Viewing via List View
    Viewing via Recently Viewed
    Viewing via Dashlets
    Viewing via Preview

The Viewing Records section describes the various methods of viewing report records, including via the Reports list view, the Recently Viewed menu in the Reports module tab, list view dashlets showing report information, and previewing reports in the right hand side panel.

Searching for Reports
    List View Search
        Creating a Filter
        Saving a Filter

The Searching for Records section provides an introduction to list view search, which searches and filters within the Reports module.

Note: The Report module's Filter option includes the Recently Modified option as well which returns only records you have modified in the module within the last 7 days.  

Reports List View
    Total Record Count
    Create Button
    List View Search
    Checkbox Selection
    Mass Actions Menu
    Favorite Designation
    Column Reordering
    Column Resizing
    Column Sorting
    Column Selection
    Preview
    Record Actions Menu
    More Reports
    Intelligence Pane
The List View section walks through the many elements of the Reports List View layout which contains a filterable list of all report records in Sugar. While the generic menu options are described in the User Interface sections linked to the left, the options specifically available in the Reports list view are described in the List View Mass Actions Menu and List View Record Actions Menu sections of this page.

Editing Reports
    Editing Inline via List View
    Editing via List View Preview
    Mass Editing via List View
    Editing Fields

The Editing Records section describes the various methods of editing existing report records, including inline via the Reports list view, via the List View preview, and via the Mass Update option on the list view. The Editing Fields section provides instructions for modifying the different field types available in Sugar records.
Deleting Reports
    Deleting via List View
    Mass Deleting via List View
The Deleting Records section describes the various methods of deleting unwanted reports, including via an individual record's Actions menu on the Reports list view and the Mass Actions menu on the list view.
Favoriting Reports
    Favoriting via List View
The Favoriting Records section describes marking reports as favorites via the Reports list view. Favoriting a report allows you to easily access it from list views, dashlets, or the Reports module tab.

Report Menus

The Reports module contains various options and functionality which are available via menus in the module tab, list view, and detail view. The following sections present each menu and its options with links to more information about each option in the User Interface documentation or, for Reports-specific functionality, within this page.

Module Tab Menus

The Reports module tab is typically located on the navigation bar at the top of any Sugar screen. Click the tab to access the Reports list view. You may also click the triangle in the Reports tab to display the Actions, Recently Viewed, and Favorites menu. The Actions menu allows you to perform important operations within the module. The Recently Viewed menu displays the list of reports you last viewed. The Favorites menu displays the list of reports you most recently marked as favorites in the module.

reportstab-entult

The module tab's Actions menu allows you to perform the following operations: 

Menu Item Description
Create Report Opens the report wizard to create a new report
View Reports

Opens the list view layout to search and display reports

Manage Advanced Reports Opens the Advanced Reports tab to create and view advanced reports

If you do not see the Reports module tab in Sugar, please check the following:

  • The Reports module may be marked as hidden in your user preferences which will prevent the module tab from being displayed. Navigate to your user profile (upper right of Sugar), click the Advanced tab, and check the Layout Options section. If you see the Reports module in the Hide Modules list, simply move it to the Display Modules list. For more information on hiding and displaying modules, please refer to the Layout Options section of the Getting Started documentation.
  • The administrator may have disabled the Reports module for your entire Sugar instance. Reach out to your Sugar administrator to have the Reports module displayed. For more information on displaying and hiding modules throughout Sugar, please refer to the Developer Tools documentation in the Administration Guide.

List View Menus

The Reports list view displays all report records and allows for searching and filtering to locate specific reports. You can view the basic details of each record within the field columns of the list view or click a report's name to open the detail view. To access a module's list view, simply click the module's tab in the navigation bar at the top of any Sugar page.

List View Mass Actions Menu

The Mass Actions menu to the right of the checkbox option in the list header allows you to perform mass actions on all currently selected records. You can use the checkbox on each record's row to select individual report records or click the checkbox in the list header to select all records displayed on the current set of list view results.
Accounts_ListView_MassActionsMenu_New 

The Mass Actions menu allows you to perform the following operations:

Menu Item Description
Mass Update Mass update one or more reports at a time
Delete Delete one or more reports at a time

List View Record Actions Menu

The Record Actions menu to the far right of each record's row allows you to perform actions on the individual report directly from the list view.
Accounts ListView RecordActionsMenu

The list view's Record Actions menu allows you to perform the following operations:

Menu Item Description
Preview (Eye icon) Preview this report in the intelligence pane
Edit Inline edit this report
Edit Report Edit the report via the report wizard
Delete Delete this report

Detail View Actions Menu

The Reports detail view displays a single report in full detail including display column fields (if applicable), charts (if applicable), etc. To access a report's detail view, simply click a hyperlinked report name from anywhere within Sugar. The Actions menu appears on the top left of each report's detail view and allows you to perform various operations on the current report. Administrator users can change the action items to be displayed as separate buttons instead of a dropdown menu via Admin > System Settings. For more information on configuring the actions menu, please refer to the System documentation in the Administration guide.
Accounts RecordView ActionsMenu New2

The Actions menu allows you to perform the following operations: 

Menu Item Description
Run Report Run this report to generate the result
Share Share a link to this report via email
Edit Edit this report
Copy Duplicate this report to create a new report
Schedule Schedule this report to be delivered via email
Print as PDF Print this report as a PDF file
Export

Export this report result to a CSV file

Note: Only available for Rows and Columns-type report

Delete Delete this report 

Report Types

There are four types of reports (Rows and Columns Report, Summation Report, Summation Report with Details, Matrix Report) available for users to create in Sugar. Please note that each report type provides users with information for records that meet the specified criteria, but each type displays the report results in different layouts.

Rows and Columns

The Rows and Columns report is the most basic report to create out of the four report types. The report results display the data in a simple rows and columns format displaying values for the selected display column fields for all records meeting the specified criteria. Please note that only Rows and Columns-type reports can be exported as a .CSV (comma-separated values) file in Sugar. For more information on creating a Rows and Columns report, please refer to the Rows and Columns Report section.

Summation

The Summation Report provides computed data based on the selected fields for records meeting the specified criteria. You can group the report based on one or more fields from the target or related module. The report result displays the data in groups, summarized using computed derivatives (e.g. SUM, AVG, MAX, MIN) from numeric-type field values (e.g. opportunity amount, amount) as well as weighted amounts. Summation Reports can be viewed in a chart format and displayed as a Sugar Dashlet on your Home page as well. For more information on creating a Summation Report, please refer to the Summation Report section.

Summation Report with Details

The Summation Report with Details is a combination of the Summation-type and Rows and Columns-type report as you can group the data, get the total count of records, and choose display columns (e.g. Contact Name, Account Name, Email Address) as well. You can group the report based on one or more fields from the target or related module. Summation Report with Details can be viewed in a chart format and displayed as a Sugar Dashlet on your Home page. For more information on creating a Summation Report with Details, please refer to the Summation Report with Details section.

Matrix

The Matrix Report is also similar to the Summation-type report as it provides an overview of the computed data and displays the total summary count. The report results display in a grid table with row and column headers. The numeric field values for all display summaries appear on the table along with the total amounts for each row and column. Matrix Reports can be viewed in a chart format and displayed as a Sugar Dashlet on your Home page. For more information on creating a Matrix Report, please refer to the Matrix Report section.

Creating Reports

There are various types of reports (e.g. Rows and Columns Report, Summation Report with Details, Summation Report, Matrix Report) you can create via the Reports module. The first step of creating a report via the Report Wizard is to choose the report type, and the steps to create the report vary slightly depending on the report type chosen. Please note that you can create reports in Sugar via the Reports module itself using the Create options as well as by duplicating an existing report via the Copy option. 

Creating via Reports Module

The most common method of report creation is via the Reports module using the Create button in the list view or the Create Report option in the module tab. This opens the Report Wizard which allows you to build the necessary report and generate the results accordingly. The following sections cover creating the four different report types via the Reports module.

Rows and Columns Report

Out of the four report types, the Rows and Columns report is the most basic one to create in Sugar. Users can simply define filters to determine which records the report will include or exclude then choose the fields (e.g. Name, Email Address) they would like displayed in the report result. The Rows and Columns report creates a tabular report containing the values of selected display column fields for all records meeting the specified criteria. Please note that only Rows and Columns-type reports have the ability to be exported to a CSV file in Sugar.

The following steps cover creating a Rows and Columns report for calls with a status of held as an example:

  1. Click the triangle in the Reports module tab and select "Create Report".
    Reports ModuleTabMenu CreateReport
  2. Choose "Rows and Columns Report" as the report type and "Calls" as the target module in the following step.
    ReportWizard_RowsandColumns1
  3. To filter on a field related to the target module, select it from the Available Fields list on the bottom left to add it to the list of filters. In this example, select "Status" to filter the report based on call records already held. Click "Next".
    • For more information on report filters, please refer to the Report Filters section.
    RowsandColumns_DefineFilters
  4. On the Choose Display Columns step, select the fields you would like included in the report results from the Available Fields list then click "Next". We are adding the following fields as an example: Subject, Status, Description, Date Created, User Name, Contacts Name, and Account Name.
  5. Select "Subject", "Date Created", "Status", and "Description" in the "Available Fields : Calls" list, as these are fields contained in the Calls module. By default, the target module's fields display in the Available Fields list.

    Note: You can designate the generated report to be sorted by a specific display column field in either ascending or descending order. Simply mark the radio button next to the field label then select "Ascending" or "Descending" in the corresponding dropdown list.

    RowsandColumns_ChooseDisplayColumns5
  6. For the User Name field, click "Assigned to User" from the Related Modules list at the top left then select "User Name" from the "Available Fields : Assigned to User" list.

    Note: User names are stored in their own table in the database and are related to the modules in Sugar. So even though the Assigned User field appears in various module layouts, they are not direct fields in those modules.

    RowsandColumns_AssignedtoUser
  7. For the Contact Name field, click "Contacts" from the Related Modules list then select "Name" from the "Available Fields : Contacts" list.
    • By default, the label for the Name field displays "Name", but you can change the label to "Contact Name" to differentiate the field between accounts and contacts. For more information on changing display column labels, please refer to the Changing Display Column Labels section.
  8. For the Account Name field, click "Account" from the Related Modules list then select "Name" from the "Available Fields : Account" list.
    • Change the label for the Name field to display "Account Name". For more information on changing display column labels, please refer to the Changing Display Column Labels section.
  9. To place the fields in a different order on the report, drag and drop the field rows within the display column list.
    • The first field (Subject) on the display columns list represents the first column of the report, the second field (Date Created) is the second column, and so forth. For more information on changing the display column order, please refer to the Changing Display Column Order section.
  10. Click "Next" after adding all of the appropriate fields.
  11. On the Report Details step, enter the report name and assign it to the desired user and team.
    • Please note that if you want your report to include all held calls whether or not they have an assigned user, related contact, or account, you must mark the Optional Related Modules boxes. For more information on marking related modules as optional, please refer to the Optional Related Modules section.
    RowsandColumns_OptionalRelatedModules
  12. After entering the report details, click "Save and Run" to save and generate the report immediately.
    • Clicking the Preview button allows you to preview the report before saving.
    • Clicking the Save button saves the report without running it immediately.
    Rows_Columns_Report

Summation Report

The Summation Report groups and provides computed data for records that meet the specified criteria. You can choose an unlimited number of group-by columns to group the data in the report and can define group-by data for related modules as well. You can also drag and drop the group-by fields to a different order in the Define Group By step to change the layout in the report results. Please note that the Summation Report does not provide detailed information like Summation Report with Details and does not include any display columns in the report.

The following steps cover creating a Summation Report of all opportunities that users won in 2012, grouped by user as an example:

  1. Click the triangle in the Reports module tab and select "Create Report".
  2. Choose "Summation Report" as the report type and "Opportunities" as the target module in the following step.
    Summation_Report_Create
  3. To filter on a field related to the target module (Opportunities), select it from the Available Fields list on the bottom left to add it to the list of filters. For the current example, select "Expected Close Date" and "Sales Stage" to restrict the opportunities to 2012 and a stage of "Closed Won". Click "Next".
    • For more information on report filters, please refer to the Report Filters section.
    SummationReport_DefineFilters1
  4. On the Define Group By step, select the field(s) you would like the records in the report grouped by, then click "Next". We will add "User Name", which groups the closed won opportunity records by assigned user.
    • Please note that you must click the related Assigned to User module to select the User Name field as user names are not direct fields of the Opportunities module.
    • Note: When there are multiple group-by fields, their order in the Define Group By step determines which becomes the Y-axis of a chart and which field appears as different colors in a chart legend. You can drag and drop the fields within the Define Group By step to change which field ends up on the Y-axis of a chart.
    SummationReport_DefineGroupBy
  5. On the Choose Display Summaries step, select how you would like the opportunity amounts summarized in your report then click "Next". We will select "SUM: Opportunity Amount", which adds all of the won opportunity amounts from 2012 per user and displays the total dollar amount for each grouping.
    • Please note that the field(s) you selected in the Define Group By step are automatically included in the Choose Display Summaries step.
    • Note: You can sort results by a specific field column in either ascending or descending order. Simply mark the radio button next to the field label then select "Ascending" or "Descending" in the corresponding dropdown list.
    SummationReport_ChooseDisplaySummaries2
  6. On the Chart Options step, select the chart type you want to display in the report as well as how the data should be summarized on the chart, then click "Next". We will select "Vertical Bar" as the chart type, summarized by the total opportunity amount per user.
    • For more information on setting up the chart options, please refer to the Report Chart Options section.
  7. On the Report Details step, enter a name for the report and assign it to the appropriate user and team.
    • Please note that if you want your report to include all closed won opportunities whether or not they are assigned to a user, you must mark the Optional Related Modules box. For more information on marking related modules as optional, please refer to the Optional Related Modules section.
    SummationReport_OptionalRelatedModules
  8. After entering the report details, click "Save and Run" to save and generate the report immediately.
    • Clicking the Preview button allows you to preview the report before saving.
    • Clicking the Save button saves the report without running it immediately.
    SummationReport_Final

Summation Report with Details

The Summation Report with Details groups and summarizes data with detailed information related to records in the report. You can group the report based on one or more fields from the target or related module. Grouping the report by particular fields allows the report results to display data in categories by the specified field values. You can also drag and drop the group-by fields to a different order in the Define Group By step to change the layout in the report results.

The following steps cover creating a Summation Report with Details for opportunities won in 2012 grouped by month as an example:

  1. Click the triangle in the Reports module tab and select "Create Report".
  2. Choose "Summation Report with Details" as the report type and "Opportunities" as the target module in the following step.
    Summation_Report_with_Details
  3. To filter on a field related to the target module (Opportunities), select it from the Available Fields list on the bottom left to add it to the list of filters. We will select "Expected Close Date" and "Sales Stage" to filter the report based on closed won opportunities for 2012. Click "Next".
    • For more information on report filters, please refer to the Report Filters section.
    SummationWithDetails_DefineFilter1
  4. On the Define Group By step, select the field(s) you would like the records in the report result grouped by and then click "Next". We will add "Month: Expected Close Date", which will group the opportunity records based on the month of the expected close date.

    Note: When there are multiple group-by fields, their order in the Define Group By step will determine which becomes the Y-axis of a chart and which is represented by different colors in a chart legend. You can drag and drop the fields within the Define Group By step in order to change which field is placed on the Y-axis of a chart.

    SummationWithDetails_DefineGroupBy
  5. On the Choose Display Summaries step, select how you would like the opportunity amounts summarized in your report and then click "Next". We will select "SUM: Opportunity Amount", which adds all the won opportunity amounts in 2012 and displays the total for each grouping.
    • Please note that the field(s) you selected in the Define Group By step are automatically included in the Choose Display Summaries step.
    SummationWithDetails_ChooseDisplaySummaries
  6. On the Choose Display Columns step, select the fields you would like included on the report from the Available Fields list on the bottom left then click "Next". Add the following fields to this report: Opportunity Name, Opportunity Amount, Expected Close Date, Sales Stage, Account Name.
  7. On the Chart Options step, select the chart type you want to display in the report as well as how to summarize the data on the chart and then click "Next". We will select "Vertical Bar" as the chart type, summarized by the total opportunity amount per month.
    • For more information on setting up the chart options, please refer to the Report Chart Options section.
  8. On the Report Details step, enter a name for the report and assign it to the appropriate user and team.
    • Please note that if you want your report to include all closed won opportunities whether or not they have a related account, you must mark the Optional Related Modules box. For more information on marking related modules as optional, please refer to the Optional Related Modules section.
    SummationWithDetails_OptionalRelatedModules
  9. After entering the resport details, click "Save and Run" to save and generate the report immediately.
    • Clicking the Preview button allows you to preview the report before saving.
    • Clicking the Save button saves the report without running it immediately.
    SummationWithDetails_Final

Matrix Report

The Matrix Report provides an overview of the data and displays the total for display summaries in a grid format. The numeric field values for all display summaries appear on the table along with the total amounts for each row and column. You can choose a maximum of three group-by columns to group the data in the report.

You can also choose specific layout options (e.g. 1x2 and 2x1) on the Report Details step of the Report Wizard if you selected three group-by columns on the Define Group By step. The 1x2 layout option displays the data for the first group-by field in a row and displays the data for the other two group-by fields in columns. The 2x1 layout option displays the data for the first two group-by fields in rows and displays the data for the third group-by field in a column. If you only have two group-by columns, you can manually change the report layout by dragging and dropping the group-by fields to a different order on the Define Group By step. Please note that the Matrix Report does not provide detailed information like Summation Report with Details and will not include display columns in the report.

The following steps cover creating a Matrix Report for the number of "closed won" opportunities in 2012 by month for each user as an example:

  1. Click the triangle in the Reports module tab and select "Create Report".
  2. Choose "Matrix Report" as the report type and "Opportunities" as the target module in the following step.
    Matrix_Report_Create
  3. To filter on a field related to the target module (Opportunities), select it from the Available Fields list on the bottom left, and it will be added to the list of filters. We will select "Expected Close Date" and "Sales Stage" to filter the report based on closed won opportunities for 2012. Click "Next".
    • For more information on report filters, please refer to the Report Filters section.
    MatrixReport_DefineFilters1
  4. On the Define Group By step, select the field(s) you would like the records in the report result grouped by and then click "Next". We will add "User Name" and "Month: Expected Close Date", which groups the opportunity records based on the assigned user and month of the expected close date.
    • Please note that you must click the related Assigned to User module to select the User Name field as user names are not direct fields of the Opportunities module. Next, click "Opportunities" in the Related Modules list to select "Month: Expected Close Date".
    • Note: The order of the group-by fields determine which fields constitute the X-axis and Y-axis of the displayed report grid. For this example, the assigned users are listed in rows on the Y-axis with the month of expected close date displayed across columns on the X-axis of the report grid. You can change the order of fields by dragging and dropping the field within the Define Group By section.
    MatrixReport_DefineGroupBy
  5. On the Choose Display Summaries step, select how you would like the opportunity amounts summarized on your report then click "Next". We will select "SUM: Amount", which adds all won opportunities from 2012 and displays the total amount of won opportunities by month by user as well as the total per user and the total for all users.
    • Please note that the field(s) you selected in the Define Group By step are automatically included in the Choose Display Summaries step.
    • Note: You can sort the report by a specific field column in either ascending or descending order. Simply mark the radio button next to the field label then select "Ascending" or "Descending" in the corresponding dropdown list.
    MatrixReport_ChooseDisplaySummaries2
  6. On the Chart Options step, select the chart type you want to display in the report as well as how the data will be summarized on the chart then click "Next". We will select "Pie" as the chart type summarized by the total opportunity amount.
    • For more information on setting up the chart options, please refer to the Report Chart Options section.
  7. On the Report Details step, enter a name for the report and assign it to the appropriate user and team.
    • Please note that if you want your report to include all closed won opportunities whether or not it is assigned to a user, you will need to mark the Optional Related Modules box. For more information on marking related modules as optional, please refer to the Optional Related Modules section.
    • Note: The Layout Options dropdown list (1x2 and 2x1) will appear if you selected three group-by columns on the Define Group By step. Select the appropriate layout depending on how you want the data displayed on the report grid.
    MatrixReport_OptionalRelatedModules
  8. Once the report details are entered, click "Save and Run" to save and generate the report immediately.
    • Clicking the Preview button allows you to preview the report prior to saving.
    • Clicking the Save button will save the report, but not run it immediately.
    Matrix_Report_Final1

Creating via Duplication

You can also create a new report by duplicating an existing report in Sugar. The Copy option is useful if the report you are creating has similar information to an existing report. Please note that you have the option of duplicating the report as the original report type you are currently viewing or any of the other three report types.

The following steps cover creating a report by duplicating an existing Rows and Columns-type report as an example:

  1. Navigate to a report's detail view.
  2. Click the Actions menu and select "Copy".
  3. Choose the report type (e.g. As Summation) you would like the duplicated report to be.
    Reports DetailView Copy
  4. Go through the Report Wizard to select and enter new data as necessary then enter a new name for the report and save.
    • Please note that if you select a report type other than the original type, there may be additional or less steps in the Report Wizard to complete and you may need to edit the report as necessary to meet the specific report type requirements.

Report Options

There are various steps involved when creating reports in Sugar and the steps can vary slightly depending on the report type (e.g. Summation report) chosen. The following sections below provide additional detail regarding some of the steps (e.g. Define Filters, Choose Display Columns) involved when creating reports.

Report Filters

The Define Filters step of the report wizard determines which records the report includes or filters out. Filter groups and operators allow for additional levels of complexity as you combine filters to get the precise result set you desire.

Target Module Filters

By default, the fields for the Target Module you are creating the report on will be displayed in the Available Fields list. To filter on the field related to the target module, select it from the Available Fields list on the bottom left, and it will be added to the list of filters. Please note that only fields marked as "Reportable" in Studio will display in the Available Fields list. For more information on marking fields as reportable, please refer to the Studio documentation in the Administration guide.
Target_Module_Filters1

You can also use the search feature above the Available Fields list to easily locate a desired field. Simply enter the appropriate keyword (e.g. billing, date) in the search field and the relevant results will display in the Available Fields list. Please note that Sugar automatically appends the wildcard character (%) to the beginning and end of your search phrase. This allows the system to return all fields that include the keyword entered in the search.
AvailableFields_Search

The Related Modules list shows all modules that have a relationship with the target module. To filter on a field in a related module, choose the name of the module (e.g. Documents) in the Related Modules list, and the Available Fields list below will display fields belonging to the related module. You can select the desired field(s) from the related module to add as a filter for your report. Please note that only fields marked as "Reportable" in Studio will display in the Available Fields list. For more information on marking fields as reportable, please refer to the Studio documentation in the Administration guide.
Related_Module_Filters3

You can also use the search feature above the Available Fields list to easily locate a desired field. Simply enter the appropriate keyword (e.g. billing, date) in the search field and the relevant results will display in the Available Fields list. Please note that Sugar automatically appends the wildcard character (%) to the beginning and end of your search phrase. This allows the system to return all fields that include the keyword entered in the search.
AvailableFields_Documents_Search

Filter Values

Once the filter has been created, you can specify what field values constitute a match for the report in the Define Filters section. Select the appropriate value from the corresponding dropdown list and enter the relevant value in the open text box (if applicable).
Filter_Values1

Please note that if the assigned user or a member of your team changes or adds a new filter, the system alerts you that the report filters have been modified since last run when you save and run the report.
Reports DetailView ReportFiltersMessage

Run-Time Filters

The run-time option in the Define Filters step allows you to make the filter(s) available on the saved report, which enables you to quickly change your filter values without having to edit the report. Simply mark the Run-time box for any filter(s) you wish to view on the saved report.
RunTime_Filter_Value1

Once the report is created and saved, the run-time filter (e.g. "Accounts > Date Created") will appear on the generated report view. You can change the filter values directly from the report view by selecting the new filter values from the dropdown list and clicking "Apply" or "Run Report" at the top of the report's detail view. Clicking the Reset button will reset the run-time filter back to the original filter value you set.
Run_Time_Filter1

Please note that the Report Wizard retains the original filter value(s) you set when building the report regardless of the changes you or other users make on the run-time filters on the report's detail view. If the report is shared by a team, then each user can run the report with different run-time filter values to meet their individual needs. The run-time filter values set by each user will be preserved for future viewing until they change or reset the value.

Operators

When building the report, you have the option to choose between two operators, "AND" and "OR", using dropdowns within the Define Filters section. By default, operators are set to "AND" which will cause the filters to work cumulatively. All filters, or groups of filters under an AND operator will need to be true for a record in order for that record to appear in the report result. Changing an operator to "OR" will mean that if any single filter under that "OR" is true for a record, the record will be included on the report. The OR operator accepts records matching any of the filters while the AND operator accepts records matching all filters.
Operator_Value2

Filter Groups

By default, all filters will be added to a single group. To split filters into multiple groups, use the Add Filter Group button.
Add_Filter_Group

When you have more than one filter group and click a new filter field, Sugar will prompt for which filter group the new field should belong.
Add_to_Filter

Filter groups and operators can be combined to achieve complex filtering situations. For example, if we need a report for documents belonging to accounts created prior to the first quarter where the document is either new this week or new this month if connected to a lead, we wou ld use the following filter groups with an OR operator joining the two together:
DefineFilters_With_Group1

Filters on Tag Fields

If a report's target module contains the Tags field, the report can be filtered by tags via the Related Modules filters. To filter by tags, click on the Tags module name in the Related Modules list. The Available Fields list below will display fields belonging to the Tags module. Select the Name field to create a tag filter. Please note that you can select any field(s) from the Tags module as a filter for your report, but this example will only demonstrate filtering by the tag's name.
tag-report-filter

After clicking on the Name field, a line item will appear in the Filters view that allows you to select an operator and specify a tag name in its adjacent text field. This text field is not a type-ahead style like the Tags field is in the Sidecar modules and can only contain a single tag phrase (e.g. tradeshow, hot lead). Therefore, you must know the precise spelling of the tag name that you wish to use as a filter. 

To filter a report by more than one tag, click on the Name field again for each additional tag. This will produce additional filter rows where you can specify the appropriate operator and its corresponding tag. In the following example, the report will display a list of account records that are tagged with any one or more of the three specified tags (manufacturing, laser, or hot prospect).
filter-any

In the next example, choosing "AND" as the operator means the report will only display accounts that meet all of the specified criteria:

  • The account is tagged "manufacturing".
  • The account is tagged with a tag that contains the term "laser" such as "laser processing" or "high-speed laser".
  • The account has not been tagged with any tag that contains the term "edu" such as "education" or "educator".

tag-lasermanu

When the Tags field is used as a related-module display column in a Rows and Columns report or Summation Report with Details, the Tags column will display a separate line item for each tag that a record contains. For example, an account tagged as both "manufacturing" and "laser" will be displayed twice in an Accounts report if the report displays the Tags column. Also, note that the Tag column will only display a single tag even if the record contains multiple tags. This will be the tag that matches the filter criteria.
tag-reportdupes

Please note that clicking on a hyperlinked tag name from report results will take you to the tag's record view.  For more information on tags in Sugar, please refer to the Tags documentation.

Filters on Date and Datetime Fields

When creating reports in Sugar, specifying a range of time is a useful way to isolate your desired results. Sugar provides a set of pre-defined options to help you easily target the most common date ranges:

Date Range Filter Definition
On A specific day
Before Any value before the specified date
After Any value after the specified date
Is Between Any values after a specified start date but before a specified end date
Not On Any values except the specified date
Is Empty No date set for the field
Is Not Empty Any date set for the field
Yesterday A value set to the prior day
Today A value set to the current day
Tomorrow A value set to the following day
Last # Days Any values within the last X days including the current day
Next # Days Any values within the next X days including the current day
Last 7 Days Any values within the last 7 days including the current day (e.g. Running on Monday includes the previous Tuesday morning through the end of the current Monday)
Next 7 Days Any values within the next 7 days including current day (e.g. Running on Monday includes the the current Monday morning through the end the following Sunday)
Last Month Any values that fall within the prior calendar month
This Month Any values that fall within the current calendar month
Next Month Any values that fall within the next calendar month
Last 30 Days Any values within the last 30 calendar days including the current day
Next 30 Days Any values within the next 30 calendar days including the current day
Last Quarter Any values within the prior quarter defined by the calendar year (e.g. January - March, April - June)
This Quarter Any values within the current quarter defined by the calendar year (e.g. January - March, April - June)
Next Quarter Any values within the upcoming quarter defined by the calendar year (e.g. January - March, April - June)
Last Year Any values within the prior calendar year
This Year Any values within the current calendar year
Next Year Any values within the upcoming calendar year

Additionally, if your administrator has configured the Forecasts module via Admin > Forecasts, additional options based on your organization's fiscal year will be available. If your fiscal year follows a traditional calendar year, these options will function in the same way as the corresponding options above:

Date Range Filter Definition
Previous Fiscal Year Any values within the prior fiscal year
Previous Fiscal Quarter Any values within the prior quarter defined by the fiscal year
Current Fiscal Year Any values within the current fiscal year
Current Fiscal Quarter Any values within the current quarter defined by the fiscal year
Next Fiscal Year Any values within the upcoming fiscal year
Next Fiscal Quarter Any values within the upcoming quarter defined by the fiscal year

For more information about configuring the Forecasting module, please refer to the Forecast Configuration documentation in the Administration guide.

Note: When generating reports with datetime filters, Sugar will always adjust the results to ensure they are accurate according to the time zone settings of the user accessing the report. For instance, a user on Eastern Standard Time (-5 GMT) may see a different set of results for a report than a user on Pacific Standard Time (-8 GMT) because the date ranges are adjusted for the user's time zone.

Report Display Columns

The display columns step allows users to select which field(s) they would like included when generating the report. The system will pull data specific to these fields based on the report criteria for the associated module record. When you select a field from the Available Fields list, they will be added to the right of the list with the displayed path of the field (e.g. Contacts > Assigned to User > User Name). The displayed field paths show users where the field is originating from to retrieve the value for the report. For example, although "Email Address" appears as a field in several modules (e.g. Accounts, Contacts, Leads), email addresses are actually stored in their own table and are related to the modules where they appear as opposed to being direct fields of those modules. So, the corresponding displayed path will show the primary module record, then the related module followed by the field name (e.g. Contacts > Email Address > Email Address) since the email address field is a field of the related Email Address module.

To remove any unnecessary fields from the display column list, simply click the "-" sign to the far right of the displayed field path row.

Changing Display Column Labels

By default, the selected display column fields will display stock labels which can be changed if you desire. To change the label, simply enter the new label name in the open text field then click outside of the text box to preserve the change.
Changing_Label

Changing Display Column Order

You can change the left-to-right order of the display columns by dragging and dropping the displayed field paths in the Choose Display Columns section.
Change_Display_Column_Order

Defining Column Sort

You can also designate the generated report to be sorted by a specific field column in either ascending or descending order. Simply mark the radio button next to the field label then select "Ascending" or "Descending" in the corresponding dropdown list. Please note that only one display column can be designated to sort by default in the report.
Defining_ColumnSort

The Optional Related Modules option will appear on the Report Details step if you add fields from related modules to the display column. Please note that if you want your report to include records whether or not they have data in the fields, you will need to mark the displayed module relationship(s) in the Optional Related Modules section. For example, if you add the email address field as a display column for the New Leads report, the Optional Related Modules section will display "Leads > Email Address". Check the box for the Email Address relationship in order to include all applicable results even if the lead record does not contain an email address. By default, Sugar treats all related modules in a report as mandatory meaning that an email address will be required for a lead record to be included.
Reports ReportDetails OptionalRelatedModules

Leaving this box unchecked will exclude all lead records from your report that do not have an email address associated with them.

This holds true for all related modules. You will need to check the box for any relationship you do not wish to be treated as mandatory when Sugar is generating your report. In order to report on records with no related records of a particular module (e.g. Contacts without a related Account) using a filter such as Contacts > Accounts > Name > Is Empty, the Optional Related Modules will also need to be checked.

Show Query

The Show Query option is only visible to system administrators and displays as a checkbox on the Report Details step. If the Show Query box is checked and the Preview button is clicked, the generated report will display all the SQL queries at the bottom of the page for administrators to use and analyze how the specific data was retrieved in the system.
Reports ReportDetails ShowQuery

Reports Detail View

The Reports detail view displays thorough report information including display column fields (if applicable), charts (if applicable), etc. The detail view can be reached by clicking a report record's link from anywhere in the application including from the Reports list view. The detail view's Actions menu appears on the top left of the page and allows you to perform various actions on the current report. 

Please note that you will only be able to view a report according to your team membership, user type, and role restrictions. For more information on teams and roles, please refer to the Team Management and Role Management documentation in the Administration guide.

Favorite Designation

Users have the option to mark reports as a favorite via the detail view as well as the list view. This allows users to designate reports that are important or will be viewed often so that they can easily be accessed via Advanced search or from the Reports module tab. In the Reports detail view, the star on the right of the report's name is yellow once marked to indicate a favorite report. For more information on how to mark reports as favorites, please refer to the Favoriting Reports section.
Reports DetailView FavoriteDesignation

Run-time Filters

Run-time filters allow you to quickly change the filter values on the report without having to edit the report. Please note that run-time filters only appear if filters are set in the Define Filters step when building the report. The report will be filtered based on the original filter value, but you can change the value via the Run-time filter and click "Apply" or "Run Report" to re-generate the report result. For more information on run-time filters, please refer to the Run-Time Filters section.
Run-Time_Filters

Report Details

By default the report details box will appear displaying the reports name, display columns, report type, team(s) assigned to report, etc. To hide the report details, simply click the Hide Details button on the upper left of the report's detail view. Once the report details are hidden, the Show Details button will appear in place of the Hide Details button. Click the Show Details button to display the report details again.
Hide_Details

Report Chart

Users have the option to display the data as a chart in report results if desired. The chart option is only available for Summation with Details-type, Summation-type, and Matrix-type reports. You can choose the chart type (e.g. Pie, Horizontal Bar, Vertical Bar, etc.) you want the report data displayed via the Chart Options step of the Report Wizard. Please note that at least one of the calculated fields (e.g. Count, AVG: Amount, SUM: Amount, etc.) in the Choose Display Summaries step must be selected in order to be able to select a chart type in the Chart Options step.

Note: When you make a chart in the reports module, there is a limit to the number of groups allowed. The limit is 50 groups for all charts except funnel, for which the limit is 16. The limit only applies to charts. If the number of elements is more than 50 (or 16 for funnel) then an error message is displayed at run time.

The report charts can also be added and displayed as a Sugar Dashlet on your Home page. For more information on viewing charts via dashlets on your Home Page, please refer to the Viewing via Dashlets section of the User Interface documentation. Please note that at least one group-by and one Display Summary column is required to generate a chart.

The chart is displayed on the report by default, but you can hide the chart by simply clicking the Hide Chart button on the upper left above the chart. Once the report chart is hidden, the Show Chart button will appear in place of the Hide Chart button. Click the Show Chart button to display the chart again.
Hide_Chart

Report Chart Options

The Chart Options step of the Report Wizard allows users to choose the chart type they want displayed on the generated report as well as how to summarize the data within the chart. Please note that at least one of the calculated fields (e.g. Count, AVG: Amount, SUM: Amount) in the Choose Display Summaries step must be selected in order to be able to select a chart type in the Chart Options step.

The following options are available in the Chart Options step of the Report Wizard:

  • Chart Type : Select the chart type you want the data to be displayed on your report.
    • No Chart : No chart will be generated for the report result.
    • Horizontal Bar : The report data will be displayed in horizontal bars.
    • Vertical Bar : The report data will be displayed in vertical bars.
    • Pie : The report data will be displayed as a pie chart.
    • Funnel : The report data will be displayed as a funnel chart.
    • Line : The report data will be displayed as a line chart.
    ChartOptions_ChartType1
  • Data Series : Select how you want the chart data to be summarized. The field(s) you select in the Choose Display Summaries step will be available to choose in this dropdown list.
    Image9-New
  • Description : Enter a brief description to label the chart if you wish.
  • Round Numbers Over 100000 : Check this box if you want numbers over 100,000 to be rounded in the report charts. For example, 150,000 will be displayed as 150K.

Report Results

The report's detail view will display the report results with relevant data and report chart (if applicable) for all records that meet the specified criteria. Please note that each report type will display the report results differently and users should consider how they would like to view the data prior to creating the report.

Rows and Columns Report Result

The report results for this report type displays the data in a simple rows and columns format. The display column field values for all records that meet the specified criteria will appear on the report result. You may edit records via the report by clicking the pencil icon next to the records name and view the record's detail view by clicking the record name. You can also sort the report results by a display column in either ascending or descending order. To sort by a field or switch the sort direction, click the column header noting that the fields which allow sorting will have a pair of arrows. Please note that the report may be sorted by only one column at a time. To view an example Rows and Columns report result, please refer to the creating Rows and Columns Report section.
Reports RowsAndColumns ReportResult

Summation Report Result

The Summation Report provides an overview of the selected field data(s) grouped by specific criteria(s). The report result displays the data in groups summarized using computed derivatives (e.g. SUM, AVG, MAX, MIN) from numeric-type field values (e.g. opportunity amount, amount) as well as weighted amounts. Each field you select in the Define Group By and Choose Display Summaries steps will be displayed as a column in the report result. The field(s) in the Define Group By list determines how the data will be grouped on the report results table and the chart. For example, if you group the opportunity report by "User Name" then "Month: Expected Close Date" on the Define Group By list, the opportunity records will be grouped by the user assigned to the opportunity and each user will be broken up by month of the expected close date in the report results. The grand total of the summarized field values will display at the bottom of the report results page.

You can sort the report results by a field column in either ascending or descending order. To sort by a field or switch the sort direction, click the column header noting that the fields which allow sorting will have a pair of arrows. Please note that the report may be sorted by only one column at a time. To view an example Summation report result, please refer to the Creating Summation Report section.
Summation_Report_Result3

Summation Report with Details Result

The Summation Report with Details groups the data and displays the total summary count for records in the report result. Unlike the Summation Report, this report type includes display columns for fields related to the target and related module. The report result will group the data in different categories based on the specified field values. If you choose to display the data as a chart, it will appear at the top of the report results page. The field values for all records that meet the specified criteria will be displayed in a rows and columns type table broken up into grouped panels.You can sort the report results by a field column in either ascending or descending order. To sort by a field or switch the sort direction, click the column header noting that the fields which allow sorting will have a pair of arrows. Please note that the report may be sorted by only one column at a time. You may also edit records via the report by clicking the pencil icon next to the records name and view the record's detail view by clicking the record name.

Each panel header will display the grouped by field value(s) along with the total summary count for the group. You can collapse the grouped panels individually by clicking the double up arrow to the far left of the header or click "Collapse All" to collapse all panels. Collapsed panels will display the header with the display summaries for each group and you can click the double down arrow to open the panels again. The grand total for the summarized field values will appear at the bottom of the report results page. To view an example Summation with Details report result, please refer to the Creating Summation Report with Details section.
Summation_with_Details_Report_Results1

Matrix Report Result

The Matrix report groups the fields based on the group-by fields and displays the summary for specific numeric-type field values that you select. The report result displays the data in a grid table with row and column headers. If you selected three group-by columns, then you will have the option to choose specific report layout's (e.g. 1x2 and 2x1) on the Report Details step. The 1x2 layout option will display the data for the first group-by field in a row and display the data for the other two group-by fields in columns. The 2x1 layout option will display the data for the first two group-by fields in rows and display the data for the third group-by field in a column. The report results will show the grand total for each field row on the table as well as for each column. To view an example Matrix report result, please refer to the Creating Matrix Report section.
Matrix_Report_Results

Viewing Currency Fields

When the viewing user's profile has the Show Preferred Currency option selected, all currency values will be displayed in reports using the user's preferred currency. The values will use the current conversion rate set in Admin > Currencies at the time the report is run. This means that the displayed value may not be historically correct for closed business since the conversion rate of the user's preferred currency may have changed since the purchase was completed.

When the user does not have this option selected, reports will display all currency values in the system's default currency. To keep amounts historically accurate, the conversion rate will only update on on currency fields when the business is still open and under the following scenarios:

  • The record undergoes a save event (e.g. mass update, manual save) and the record's currency has a different conversion rate defined in Admin > Currencies than is currently saved.
  • An administrator updates the currency exchange rate under Admin > Currencies. This will trigger a scheduled job which updates all records saved with that currency to the new rate.

For more information about currency exchange rates, please refer to the System documentation in the Administration guide.

Running Reports

Once the reports are generated and saved in Sugar, you can view the report results at any time. While viewing the report's detail view, there may be times when you need to re-run the report to generate new report results. The Run Report button on the upper left of the report's detail view allows you to refresh and run the report to re-generate report results. For example, if you make a change to the run-time filter on the report, you can click "Run Report" to generate the report based on the new filter values. For more information on run-time filters, please refer to the Run-Time Filters section. You can also click "Run Report" each time you want to re-generate the report to capture new records not included in the current report results.
Run_Report

Editing Reports

Reports may be edited at any time to update or add information to the report. There are various methods of editing the report from the Reports detail view and Reports list view. Regardless of where you initiate the edit from, you will always go through the Report Wizard to make the necessary changes to your report. You can edit the report by going through the Report Wizard step-by-step by clicking the Back and Next button or clicking the link (e.g. Define Filters, Choose Display Columns, Choose Display Summaries) at the top of the Report Wizard to edit a specific step. Once the changes are complete, click "Save and Run" to preserve the changes made and generate the report.
Report_Wizard_Edit

Please note that your ability to edit reports in Sugar may be restricted by a role. For more information on roles, please refer to the Role Management documentation in the Administration guide. Check with your system administrator if you do not see the Edit options.

Editing via Detail View

You can edit reports via the detail view by clicking "Edit" in the Actions menu on the upper left of the page. This will open the Report Wizard where you can make the necessary updates to the various steps (e.g. Define Filters, Define Group By, Choose Display Columns, Choose Display Summaries). Once the changes are complete, click "Save and Run" to preserve the changes made and generate the report again.
Reports DetailView Edit

Deleting Reports

If a report is invalid or should no longer appear in your organization's Sugar instance, it may be deleted from either the Reports detail view or list view. Deleting via the detail view allows you to delete a single report while the list view allows for deleting one or more records at a time.

Please note that your ability to delete reports in Sugar may be restricted by a role. For more information on roles, please refer to the Role Management documentation in the Administration guide. Check with your system administrator if you do not see the Delete options.

Deleting via Detail View

Use the following steps to delete a report via the detail view:

  1. Navigate to a report's detail view.
  2. Select "Delete" from the Actions menu.
    Reports DetailView Delete
  3. A pop-up message will display asking for confirmation. Click "Ok" to proceed.

Exporting Reports

Sugar's Export option allows users to download the data in reports as a .CSV (comma-separated values) file. Please note that only Rows and Columns-type reports have the ability to be exported. For more information on exporting records in Sugar, please refer to the Export documentation. This may be useful when needing to use the report data with other software such as Microsoft Excel or to update existing records by creating a report (including Record ID's), exporting, making changes, then importing the altered data back into Sugar. For more information on updating existing records via import, please refer to the Import documentation. Due to PHP memory limitations on the server, there may be occasions when the application times out while exporting a report with a large amount of data. If you encounter an error when performing this action, we recommend breaking up the report in smaller batches.
Reports DetailView Export

Please note that your ability to export reports from Sugar may be restricted by a role. For more information on roles, please refer to the Role Management documentation in the Administration guide. Check with your system administrator if you do not see the Export option.

Printing Reports as PDFs

Sugar's Print as PDF option in the Reports module allows users to download the reports to PDF files and save on their local machine. This may be useful when needing to email the file to other members of the team to share the report data or to keep track of key historical data from the system. You can also view charts on the downloaded PDF files for Report types (e.g. Summation Report with Details, Summation Report, Matrix Report) with chart options.

Please note that your ability to print reports as PDF from Sugar may be restricted by a role. For more information on roles, please refer to the Role Management documentation in the Administration guide. Check with your system administrator if you do not see the Print as PDF option.

Use the following steps to print reports as PDF's via the Reports detail view:

  1. Navigate to a report's detail view.
  2. Select "Print as PDF" from the Actions menu.
    Reports DetailView PrintAsPDF
  3. Open the downloaded PDF file to view the report and save to your local machine if you wish.

Scheduling Reports

Reports in Sugar can be scheduled to be emailed to users periodically based on specified date and time intervals. Please note that each individual user has to schedule the report in their Sugar account in order for the reports to be delivered to them. Sugar will run the report at the specified interval based on the set time zone in user preferences and sends it as a PDF file to your email address on file. Please note that the outbound mail server for the system as well as the user's email settings must be configured properly in order for the reports to be delivered successfully. For more information on setting up the system email settings, please refer to the Email documentation in the Administration guide. For more information on setting up your user preferences' email settings, please refer to the Getting Started documentation.

The Run Report Generation Scheduled Tasks scheduler in Sugar processes all scheduled reports to be delivered to the user at the scheduled interval. By default, the report scheduler is set as "Inactive" for new Sugar installations. Administrators must check to make sure that the Run Report Generation Scheduled Tasks scheduler is active and the settings (e.g. interval) are configured properly. F or example, if the scheduler is set to trigger once per day and a user schedules a report to be delivered every hour, the report will only be delivered once each day due to the set interval in the scheduler. The administrator must change the interval for the scheduler to run every 1 hour in order for the users report to be processed and delivered per their scheduled interval. For more information on configuring schedulers, please refer to the Schedulers section of the System documentation.

Scheduling via Detail View

Use the following steps to schedule the report via the detail view:

  1. Navigate to a report's detail view.
  2. Select "Schedule" from the Actions menu.
    Reports DetailView ScheduleReport
  3. Enter the start date and time then select the time interval for report delivery. Check the Active box then click "Update Schedule" to schedule your report.
    Note: You must mark the Active checkbox in order to enable the scheduled report for delivery.
    Reports ListView ScheduleReport UpdateSchedule1

Once the report is scheduled successfully, the date and time for the scheduled report will appear in the list view's Schedule Report column for the specific report. If you do not see the scheduled date and time appear in the list view, then check your scheduled report again to make sure it was set up properly.
Reports ListView ScheduledReport

Scheduling via List View

Use the following steps to schedule the report via the list view:

  1. Navigate to the Reports list view by clicking the Reports module tab.
  2. Use the List View Search to find the report(s) you wish to schedule.
  3. Click the "-none-" link under the Schedule Report column for the report you wish to schedule.
    Reports ListView ScheduleReport
  4. Enter the start date and time then select the time interval for report delivery. Check the Active box then click "Update Schedule" to schedule your report.
    Note: You must mark the Active checkbox in order to enable the scheduled report for delivery.
    Reports ListView ScheduleReport UpdateSchedule

Once the report is scheduled successfully, the date and time for the scheduled report will appear in the list view's Schedule Report column for the specific report. If you do not see the scheduled date and time appear in the list view, then check your scheduled report again to make sure it was set up properly.
Reports ListView ScheduledReport

Favoriting Reports

Users have the option to mark records as favorites via the report's detail view. This allows users to designate records that are important or will be viewed often so that they can easily be accessed via the search filter or from the Reports module tab

Favoriting via Detail View

Use the following steps to mark records as favorites via the Reports detail view:

  1. Navigate to a report's detail view.
  2. Click the star icon to the right of the report's name on the upper left of the detail view to designate it as a favorite.
  3. To remove the report as a favorite, click the star again to revert it to white.
    Report_DetailView_Favorite

Sharing Reports

Individual reports can be shared with other users in your organization by sending an email containing the record's link directly from the detail view. In the report's detail view, select "Share" from the Actions menu. This will open a Compose Email window that includes the URL to the report. Enter the recipient(s) email address in the To field then click "Send".
Reports_RecordView_Share

Users can simply click the link in the email to access the report in Sugar. Please note that the user must be logged into Sugar in order to access the record, and its visibility will depend upon their team membership, user access type, and assigned roles. For more information on teams and roles, please refer to the Team Management and Role Management documentation in the Administration guide.

Adding Report Results to Target Lists

A target list consists of a group of individuals or organizations you wish to be included or excluded on a mass marketing campaign. These targets are typically identified based on a set of predetermined criteria such as being a prospect or existing customer, age group, industry, etc. The Reports module gives users the ability to add a large number of records (e.g. Contacts, Leads, Accounts) to a target list at once instead of selecting them one-by-one. For example, if you need to add all leads in the state of California to your target list, you can create a report based on the Leads module filtered by the Primary Address State field (e.g. CA). Once the report is created and saved, navigate to the Target Lists module and select the desired target list record you wish to add the report results to. Scroll down to the Leads subpanel then click the Actions menu and choose "Select from Reports". Select the saved lead report from the Search and Select Reports drawer and all lead records from the report result will be added to the target list.
TargetList Subpanel SelectFromReports

For more information on adding records to target lists, please refer to the Target Lists documentation. Please note that Sugar allows up to 1000 records to be added at a time when adding to a target list. If you desire to add more than 1000 records to a target list, you will need to create the reports in several batches.

Last modified: 05/22/2017 02:34pm