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Sugar Market was formerly known as Salesfusion.

Custom Report Views

Overview

Custom reports are either based on a single table or a view. Views are tables that have been joined to correlate data together in custom reports. Sugar Market includes several premade views, called "Standard Views", and you can also create your own custom views if the standard views do not meet your needs.

Using Standard Views

The following standard views are available within Sugar Market. When you create a custom report, select "Standard Views" as the data source, and then select the specific view from the Table / View dropdown list.
SM Reports standardviews

Standard View Description Practical Application
viewAccountContact A join of the accounts and contacts tables Generate a report with both account and contact information: account name, account industry, contact emails, contact phone numbers, etc.
viewAccountContactCampaign A join of the accounts, contacts, and campaigner actual tables. Generate a report on contacts and leads that were sent a campaign, where you can include account information as well.
viewAccountContactCampaignWeb A join of the accounts, contacts, campaigner actual, and web activity tables. Generate a report on the web activity for contacts that were sent a specific campaign. *Note: A custom view is required if you would like to see web activity generated from clicking on links in an email campaign.
viewAccountContactDistribution A join of the accounts, contacts, and distribution list tables. Generate a report to check your distribution list import with contacts fields.
viewAccountContactEvent A join of the accounts, contacts, events, and users tables. Generate a report of contacts with associated calendar files (stored on the contacts 1.0 card) which can include account, contact, and owner (user) information.
viewAccountContactOpp A join of the accounts, contacts, opportunities, and users tables. Generate a report based on opportunity, contacts, accounts, or owner (users table) information.
viewAccountContactTask A join of the accounts, contacts, tasks, and users tables. Generate a report based on tasks, accounts, contacts, and owner (users table) information.
viewAccountContactWebActivity A join of the accounts, contacts, and web activity tables. Generate a report based on account, contact, and web activity information.
viewAccountNotInContacts A view of the accounts that do not have any contacts associated. Generate a report to clean up accounts in your main CRM.
viewAccountOpp A join of the accounts, opportunity, and users tables Generate a report based on accounts, opportunities, and owner (users table) information.
viewCampaign A join of the contacts, campaigner, and campaigner actual tables. Generate a report based on contact, campaign, and campaign statistics (opens, clicks, etc.) information.
viewCampaignCIicks A join of the campaigner, campaigneractual, campaignerlink, and campaignerlinkclick tables. Generate a report based on campaign link statistics.
viewCampaignCIicksExpanded A join of the campaigner, campaigneractual, campaignerlink, campaignerlinkclick, contacts, accounts, and users tables. Generate a report based on camapaign link click statistics with contact, account, and owner (users table) table.
viewCampaignCIickURLS A join of the campaigner and campaignerlinkclick tables. Generate a general report on campaign link click statistics.
viewCampaignContacts A join of the campaigneractual and contacts tables. Generate a detailed report of contacts associated to an email campaign.
viewCampaignWarehouseSum NEED INFO  
viewContactEvents A view of contacts with associated calendar files.  
viewContactTasks A join of the contacts and task tables. Generate a report based on contacts and tasks information.
viewDiaIogActivity A join of the dialog, forms, requestform, requestformfields, and webactivity tables. Generate a report based on landing page completion information.
viewFoIders A join of the folder and users tables. Generate a report based on folder and user information.
viewGeos A join of the geos and geositem tables. Generate a report for geos information.
viewGuardedWatch A view of the guarded watch emails. Generate a report for guarded watch contacts.
viewSoftBounceStatus A view of the systemsoftbounce table which will display the counts of soft bounces associated to each email address. Generate a report to view the bounce status of contacts.
viewSystemSoftwareBounce A view of the systemsoftbounce table which will display detailed bounces. Generate a report to view detailed bounce logs of contacts.
viewTrackChanges A join of the trackchanges, contacts, and accounts tables. Generate a report to view changes to a contact card and the associated contact and account information. This will only monitor the fields selected in (Administration > Administration > Track Changes)
viewUsers A view of the users table. Generate a report to view Sugar Market user information.
ViewWebActivity A join of the webactivity and webactivitydetail tables. Generate a report on webactivity.
viewWebPages A view of the webactivitydetail table. Generate a report to view detailed webactivity.
vwCategoryCodes A view of the category and codes tables. Generate a report to view the codes available in the Codes Tables.
vwOpportunity A join of the opportunity and users tables. Generate a report to view opportunity information and the owner.

 

Last modified: 2021-08-22 20:52:39