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Stock Reports

Overview

Sugar's Reports module comes with a number of pre-built, stock reports. These reports display information from Sugar modules (e.g. Accounts, Contacts, Opportunities, etc.) that will help provide insights into your CRM data. This page lists each of the stock reports that come out-of-the-box with the current version of Sugar and helps explain the type of information provided in each report.

Please note that Sugar ships with over 100 stock reports, which may vary by version. For descriptions of stock reports that shipped with previous versions of Sugar, please refer to the Understanding Legacy Stock Reports article. In addition to stock reports, users can create their own reports. For more information on creating reports, please refer to the Reports documentation.

Viewing Stock Reports

All of Sugar's stock reports can be accessed via the Reports module. From the Reports list view, stock reports can be identified using stock report tags and stock report filters. You may also preview a stock report from list view to read its description and other information from the report's fields. For more information on previewing reports, please refer to the User Interface documentation.

If you do not see the Reports module tab in the navigation bar, please check your user profile to see if the module may be marked as hidden. For more information on hiding and displaying modules, please refer to the Getting Started documentation. If the Reports module is not marked as hidden in your user profile, then check with your administrator to confirm that the module is enabled for your instance. Please note that team and role restrictions also apply to report results and affect what records users can see when they run the reports. For more information on teams and roles, please refer to the Team Management and Role Management documentation.

Stock Report Tags

Stock reports are automatically tagged in Sugar with the "Stock Report" tag. Each report also has a category tag such as "Administration" or "Sales and Marketing". The reports listed on this page under Stock Reports by Category are organized by the reports' category tags in Sugar. Users can filter the Reports list view by tag as explained in the User Interface documentation.

Stock Report Filters

The Reports list view search provides a filter option that allows users to narrow the list of visible reports. In addition to the default module filters, the following filters are available for the Reports module:

  • Stock Reports : Filter the list view to show only stock reports.
  • Non-Stock Reports : Filter the list view to hide all stock reports.
  • With Charts : Filter the list view to show only reports designed with charts.

Users can further refine the results by typing a search query in the search bar and can create and save their own custom filters. For more information on searching and filtering the list view, please refer to the Search documentation.

Editing Stock Reports

Any user with the proper team and role permissions may edit a stock report as they would edit any other report, but it is not recommended. Instead, we recommend duplicating the report and saving the edited copy with a new name and description. This will preserve the stock report's state as it was made by Sugar. To copy a stock report, simply follow the steps in the Reports documentation to create a report via duplication. For more information on restoring deleted stock reports, please refer to the Restoring Deleted Stock Reports section of this page.

Stock Reports by Category

The reports on this page have been shipped with the current version. For more information on reports that shipped with previous versions but are no longer being shipped in current versions of Sugar, please refer to the Understanding Legacy Stock Reports article.

Administration Reports

The following reports were designed for administrators to gain insight into teams and users, usage patterns, and the performance of their Sugar instance. The reports in this section are tagged "Stock Report" and "Administration" in the Reports module. 

Note: The tracker settings must be enabled via Admin > Trackers before tracker data becomes reportable in Sugar. Please refer to the Understanding Tracker Reports article for in-depth descriptions of each stock tracker report.

Name Module Type Chart Type Description
Active User Sessions (Last 7 Days) Tracker Sessions Rows and Columns   Lists the duration of all user sessions over the last 7 days
Licensed User List Users Rows and Columns   Administrators can refer to this report in order to periodically check the number of active users counting against their license and ensure that they are not close to exceeding their limit.
List of Teams and Licensed Users Teams Summation with details   Provides the list of teams and the number users in the team. Group and portal users are excluded in this list.
Modules Used By My Direct Reports (Last 30 Days) Trackers Summation Horizontal Bar Displays a summary of module usage in the past 30 days for all users who report to the currently logged in user
My Module Usage (Last 30 Days) Trackers Summation Horizontal Bar Displays a summary of module usage in the last 30 days for the current user
My Module Usage (Last 7 Days) Trackers Summation Horizontal Bar Displays a summary of module usage in the last 7 days for the current user
My Module Usage (Today) Trackers Summation Horizontal Bar Displays a summary of module usage so far today for the current user
My Recently Modified Records (Last 30 Days) Trackers Rows and Columns   Lists records assigned to the current user that were saved in the last 30 days
My Records Modified (Last 7 Days) Trackers Rows and Columns   Lists records assigned to the current user that were saved in the last 7 days
My Usage Metrics (Last 30 Days) Tracker Performance Summation   Shows the total server response time in seconds, total number of database round trips, and total number of files accessed for the currently logged in user in the last 30 days
My Usage Metrics (Last 7 Days) Tracker Performance Summation   Shows the total server response time in seconds, total number of database round trips, and total number of files accessed for the currently logged in user in the last 7 days
My Usage Metrics (Today) Tracker Performance Summation   Shows the total server response time in seconds, total number of database round trips, and total number of files accessed for the currently logged in user so far today
Records Modified By My Direct Reports (Last 30 Days) Trackers Rows and Columns   Lists records saved in the last 30 days by users who report to the currently logged in user
Slow Queries Tracker Queries Rows and Columns   Lists the details for queries that took longer than the query threshold limit defined in Admin > Trackers
User Sessions Summary (Last 7 Days) Tracker Sessions Summation   Summarizes the number of session roundtrips and total active time for each user over the last 7 days
Users Usage Metrics (Last 30 Days) Tracker Performance Summation   Shows the total server response time in seconds, total number of database round trips, and total number of files accessed for each user in the last 30 days
Users Usage Metrics (Last 7 Days) Tracker Performance Summation   Shows the total server response time in seconds, total number of database round trips, and total number of files accessed for each user in the last 7 days

Customer Service Reports

The following reports will help customer service users and managers gather important information about cases and bugs in Sugar. The reports in this section are tagged "Stock Report" and "Customer Service" in the Reports module.

Name Module Type Chart Type Description
Bugs by Product Category by Status Bugs Matrix Horizontal Bar Number of bugs created by category and their current status. This report gives a sense of which area of the product generates bugs. Time period can be adjusted in the report using run time filters.
Bugs Created by Month By Category Bugs Matrix Vertical Bar Number of bugs created each month summarized by the category. This report provides a trend on the number of bugs being generated across category.
Bugs Created by Month By Priority Bugs Matrix Vertical Bar Number of bugs created each month summarized by their priority. This report provides a trend on the number of bugs.
Cases with No Calls, Meetings, Tasks, or Emails Cases Matrix   Summary count of cases where no activity has taken place or is scheduled. Those cases are counted that have no calls, meetings or tasks scheduled or completed.
My Open Bugs by Priority Bugs Summation Pie List of my open bugs summarized by priority.
My Open Cases by Priority Cases Summation Horizontal Bar List of my open cases summarized by priority.
New Cases By Month Cases Summation Vertical Bar List of new cases opened by month
Open Bugs by User by Priority Bugs Matrix   Number of bugs assigned to each user grouped by priority of the bug. This report gives a sense of which bugs needs attention the most.
Open Bugs by User by Status Bugs Matrix   Number of bugs assigned to each user and the priority of the bug. This report gives a sense of the workload of users working on the bugs.
Open Cases By Month By User Cases Summation Vertical Bar List of open cases by created month and grouped by user.
Open Cases by User by Priority Cases Matrix Horizontal Bar Number of cases assigned to each user and the priority of the bug. This report gives a sense of the workload of users working on the cases.
Open Cases by User by Status Cases Matrix Horizontal Bar Number of cases assigned to each user and the current status of the bug. This report gives a sense of which cases needs attention the most.
Summary of Bugs by Priority by Week Created Bugs Matrix Vertical Bar Number of bugs created each week by priority. Time period can be adjusted in the report using the run time filters.
Summary of Bugs by Source by Week Created Bugs Matrix Vertical Bar Number of bugs created each week by source. Time period can be adjusted in the report using the run time filters.
Summary of Bugs by Status by Week Created Bugs Matrix Vertical Bar Number of bugs created each week by status. Time period can be adjusted in the report using the run time filters.
Summary of Cases by Priority by Week Created Cases Matrix Vertical Bar Number of cases created each week by priority. Time period can be adjusted in the report using the run time filters.
Summary of Cases by Source by Week Created Cases Matrix Vertical Bar Number of cases created each week by source. Time period can be adjusted in the report using the run time filters.
Summary of Cases by Status by Week Created Cases Matrix Vertical Bar Number of cases created each week by status. Time period can be adjusted in the report using the run time filters.
Summary of Open Cases by Priority Cases Summation Horizontal Bar Number of cases that are still open summarized by priority of bug.

Data Privacy Reports

The following reports will help data privacy managers and marketing users make privacy-related insights and identify leads, contacts, and targets who have opted in to or out of marketing communications. The reports in this section are tagged "Stock Report" and "Data Privacy" in the Reports module.

Name Module Type Chart Type Description
Count of Contacts by Country Contacts Summation   Total count of existing contacts grouped by country.
Count of Leads (unconverted) by Country Leads Summation   Total count of existing leads (unconverted) grouped by country.
Count of Targets by Country Targets Summation   Total count of existing targets grouped by country.
Data privacy activity completed and rejected each month Data Privacy Matrix Vertical Bar Number of data privacy activities completed or rejected each month. The month is based on date closed.
Data Privacy Activity Due Now Data Privacy Summation with details Horizontal Bar List of all Data Privacy Activity that is due shortly. Use the run time filter to adjust the time period.
Data Privacy Activity Overdue Data Privacy Summation with details Horizontal Bar List of all Data Privacy Activity that are still open and the due date is in the past.
List of Contacts with No Consent Contacts Rows and Columns   List of all contacts who have not provided any consent for any business purpose.
List of Emails Opted In Email Address Rows and Columns   List of all emails currently opted in.
List of Emails Opted Out Email Address Rows and Columns   List of all emails currently opted out.
List of Leads with no Consent Leads Rows and Columns   List of all leads who have not provided any consent for any business purpose.
List of Open Data Privacy Activities Data Privacy Rows and Columns   A list of all data privacy activity that have a status of open.
List of Open Data Privacy Activities assigned to me Data Privacy Rows and Columns   List of open data privacy activity assigned to me
Number of Data Privacy Activity created each month by type Data Privacy Matrix Vertical Bar Number of data privacy activity created each month by activity type
Open Data Privacy Activities by Type Data Privacy Summation with details Horizontal Bar List of all open data privacy activity grouped by activity type
Recently Created Data Privacy Activity Data Privacy Rows and Columns   A list of all recently created data privacy activity. Time period can be adjusted in the report using the run time filters.

Sales and Marketing Reports

The following reports will help sales and marketing professionals manage sales activities and identify key performance indicators (KPIs). The reports in this section are tagged "Stock Report" and "Sales and Marketing" in the Reports module.

Name Module Type Chart Type Description
Accounts by Assigned to User Accounts Summation   Number of accounts for each assigned user. This report helps in making sure that account workload is optimized across the sales team. Use run time filters to narrow down by type or industry.
Accounts By Type By Industry Accounts Summation Horizontal Bar Number of accounts summarized by account type and industry
Accounts Created by User by Month Accounts Matrix Vertical Bar Number of accounts created by month by assigned user during the current year. Time period can be adjusted in the report using the run time filters.
All Closed Opportunities Opportunities Rows and Columns   List of all closed opportunities
All Open Opportunities Opportunities Rows and Columns   List of open opportunities
Contacts Created by User by Month Contacts Matrix Vertical Bar Count of all contacts created this year by each assigned user by month. Time period can be adjusted in the report using the run time filters.
Leads By Lead Source Leads Summation Vertical Bar Number of leads created by lead source
Leads Converted - Lost by Month Leads Matrix Vertical Bar Number of leads converted and lost each month. Time period can be adjusted in the report using the run time filters.
Leads Converted by User Leads Summation   This report provides the number of leads converted by each user in the current quarter. Time period can be adjusted in the run time filter.
Leads Created by Source per Month Leads Matrix Vertical Bar Leads created each month by source. Time period can be adjusted in the report using the run time filters.
Leads Created by User per Month Leads Matrix Vertical Bar Leads created each month by user. Time period can be adjusted in the report using the run time filters.
Leads with No Calls, Meetings, Tasks, or Emails Leads Summation   Summary count of leads where no activity has taken place or is scheduled. Those leads are counted that have no calls, meetings or tasks scheduled or completed.
My Customers by Area Accounts Rows and Columns   A list of customers in a given area (City or Zip Code). This report only lists accounts that are assigned to the person viewing the report. You can use this report to create a trip plan.
My New Customer Accounts Accounts Rows and Columns   List of new customers recently opened and assigned to me.
My Open Leads Leads Rows and Columns   List of all leads assigned to me.
My Open Opportunities Opportunities Rows and Columns   List of Opportunities assigned to me that are still open and are expected to close this month. Time period can be adjusted in the report using the run time filters.
My Open Tasks by Priority and Status Tasks Matrix Horizontal Bar My open tasks grouped by priority and status. This report allows one to focus on higher priority tasks that are near completion.
My Pipeline Funnel (Revenue Line Items) Revenue Line Items Summation Funnel This report shows a funnel chart of the revenue line item pipeline that are assigned to me. Use the run time filters to include only forecasted revenue line items.
Number of Leads Created by Week Leads Summation Vertical Bar Number of leads created for each week this year. Time period can be adjusted in the report using the run time filters.
Number of Open Tasks by Users by Week Tasks Matrix   Number of open tasks by each user by week due.
Number of Opportunities Created by Team by Month Opportunities Matrix Vertical Bar Summary of the number of all opportunities created this year grouped by primary team assigned. This gives a sense of which teams are generating the opportunities. Time period can also be adjusted in the run time filters.
Number of Opportunities created by User by Month Opportunities Matrix Vertical Bar Summary of the number of all opportunities created this year by each user. This gives a sense of which sales persons are generating the opportunities. Time period can also be adjusted in the run time filters.
Number of Quotes created by Users by Month Quotes Matrix Vertical Bar Number of quotes created by each user by month. Time period can be adjusted in the report using the run time filter.
Open Call List Calls Rows and Columns    
Open Leads by User Leads Summation Horizontal Bar List of open leads grouped by assigned user.
Open Meetings Meetings Rows and Columns   List of Open Meetings
Open Opportunities and Number of Calls Opportunities Summation   A list of all open opportunities and the number of calls currently scheduled for each. Use the run time filters to select only scheduled or held meetings. Select the opportunity status to filter on opportunities that are closed won or lost.
Open Opportunities and Number of Meetings Opportunities Summation   A list of all open opportunities and the number of meetings currently scheduled for each. Use the run time filters to select only scheduled or held meetings. Select the opportunity status to filter on opportunities that are closed won or lost.
Open Opportunities by Expected Close Month Opportunities Summation Vertical Bar Summary of all open opportunities by expected close month. Details of the opportunities are also listed in this report.
Open Opportunities by Type by Expected Closed Month Opportunities Matrix Vertical Bar Summary of opportunities by expected close month grouped by type.
Open Opportunities by User by Expected Close Month Opportunities Matrix Vertical Bar Summary of opportunities for each user by expected close month.
Open Quotes by Stage Quotes Summation Pie A list of all open quotes summarized by stage.
Open Quotes by Stage by Close Month Quotes Matrix Vertical Bar Summary of quoted amounts that are open by their expected close month and grouped by stage. This report indicates which quotes to prioritize and close.
Open Quotes by Stage by User Quotes Matrix   Summary of quoted amounts that are open for each assigned user grouped by stage. This report gives a sense of where the quotes are in terms of stages for each sales person.
Open Quotes Expiring This Month Quotes Rows and Columns   A list of quotes that are expiring this month. Time period can be adjusted in the report using the run time filter.
Open Tasks Tasks Rows and Columns   List of Open Tasks
Opportunities Created by Lead Source by Month Opportunities Matrix Vertical Bar Monthly summary of all opportunities created this year grouped by lead source. This report gives a sense of which source are generating most opportunities. You can also toggle between open or closed won opportunities. Use the run time filter to change time period.
Opportunities with No Calls, Meetings, Tasks, or Emails Opportunities Summation Horizontal Bar Summary count of opportunities where no activity has taken place or is scheduled. Those opportunities are counted that have no calls, meetings or tasks scheduled or completed.
Pipeline By Team By User Opportunities Summation Horizontal Bar Summary count of opportunities where no activity has taken place or is scheduled. Those opportunities are counted that have no calls, meetings or tasks scheduled or completed.
Pipeline By Type By Team Opportunities Summation Horizontal Bar Summarizes the open pipeline by team.
Pipeline by User (Revenue Line Items) Revenue Line Items Matrix Horizontal Bar Summary of RLI's for each user broken down by their current stage. Use the run time filters to include only forecasted revenue line items.
Pipeline Funnel (Revenue Line Items) Revenue Line Items Summation Funnel This report shows a funnel chart of the revenue line item pipeline. Use the run time filters to include only forecasted revenue line items.
Quotes Created by Users by Month Quotes Matrix Vertical Bar Total quote amount created by each user by month. Time period can be adjusted in the report using the run time filter.
Quotes Won Lost by Month Quotes Matrix Vertical Bar Quoted amounts won and lost each month this year. Time period can be adjusted in the report using the run time filter.
Quotes Won Lost by User Quotes Matrix   Quoted amounts won and lost this quarter by each assigned user. Time period can be adjusted in the report using the run time filter.
Recently Closed Quotes Quotes Rows and Columns   A list of all recently closed quotes.
Revenue Line Items by Product Revenue Line Items Summation   Summary of all RLI's by product. Use the run time filters to include only forecasted revenue line items. You can also change the time period and the sales stage of the revenue line item.
Revenue Line Items Sold by Type this Quarter Revenue Line Items Matrix Vertical Bar This report provides a summary of all closed won sales for each quarter this year grouped by the lead source. This provides an indication of which sources of leads are generating sales. Time period can be adjusted on the report using the run time filter.
Sales per Quarter by Lead Source Opportunities Matrix Vertical Bar This report provides a summary of all closed won sales for each quarter this year grouped by the lead source. This provides an indication of which sources of leads are generating sales. Time period can be adjusted on the report using the run time filter.
Tasks Completed by Users by Week this Quarter Tasks Matrix   Number of tasks completed by each user by week in this quarter. Time period can be adjusted in the report using the run time filter.
Tasks Due This week Tasks Rows and Columns   List of tasks due this week. Time period can be adjusted in the report using the run time filter.
Top Grossing Products This Year Revenue Line Items Summation Horizontal Bar Monthly sales of products this year. Time period can be adjusted in the report using the run time filters.
Top Sales Reps This Quarter Opportunities Summation   This report summarizes total sales by each assigned user for the current quarter. Time period can be adjusted in the report using the run time filters.
Total Sales by Quarter Opportunities Matrix Vertical Bar This report provides a chart of total sales broken down by type for each quarter of this year. Time period can be adjusted in the report using the run time filters.
Total Sales by Quarter by User Opportunities Matrix Vertical Bar This report summarizes total sales by each assigned user for each quarter of this year. This report can be used to compare sales person performance. Time period can be adjusted in the report using the run time filters.
Upcoming Calls Scheduled by Account Calls Summation with details   Number of calls scheduled by account in the coming weeks.
Upcoming Meetings Scheduled by Account Meetings Summation with details   Number of meetings scheduled by account in the coming weeks.
Weekly Calls Held This Quarter by User Calls Matrix Vertical Bar Number of calls held by each user by week in this quarter. Time period can be adjusted in the report using the run time filter.
Weekly Calls Scheduled This Quarter by User Calls Matrix Vertical Bar Number of calls scheduled by each user by week in this quarter. Time period can be adjusted in the report using the run time filter.
Weekly Meetings Held This Quarter by User Meetings Matrix Vertical Bar Number of meetings held by each user by week in this quarter. Time period can be adjusted in the report using the run time filter.
Weekly Meetings Scheduled This Quarter by User Meetings Matrix   Number of meetings scheduled by each user by week.
Wins and Losses by Users this Quarter Opportunities Matrix   The total amount of opportunities won vs lost by each assigned user in the current quarter. Time period can be adjusted in the run time filters.

Restoring Deleted Stock Reports

If a user deletes a stock report, it is marked with a deleted flag in the instance's database. Should you need to recover the deleted report, a person with access to your instance's file system can locate the report in the saved_reports table and change the Deleted field from "1" to "0" for this specific report record. Upon doing so, the report will be restored in your Sugar instance. If the stock report has been deleted from the database and cannot be recovered, you must manually recreate the report from scratch in the Reports module.

To hide one or more stock reports from your users, consider mass updating the team to the Administrator's private team because deleted reports cannot be restored via the user interface.

Note: Customers with instances hosted on Sugar's cloud service do not have direct access to the database and, therefore, cannot restore stock reports once they have been deleted. A support-authorized contact for your organization can file a case with the Sugar Support team for assistance in trying to restore the report that has been deleted from your Sugar instance.

Last modified: 2020-07-02 13:02:48