Reports 4 You for Vtiger 7 CRM

1.Introduction

Reports 4 You Vtiger 7

Reports 4 You Vtiger 7


Reports 4 You is the most powerful runtime and design environment for your custom reports
integrated into Vtiger CRM Open Source.
Main Features:

  • Easy installation via module manager, does not modify your Vtiger source code
  • You can create unlimited reports for all Vtiger CRM modules (incl. Vtiger compatible custom modules)
  • Allows you to use all fields from primary module and his related modules
  • Supports unlimited count of uitype 10 fields related to same module
  • 5 Report types (Tabular report, Summaries, Summaries with details, Matrix report and for admin user also Custom report)
  • Custom Labels definition
  • Enhanced conditions functionality
  • Support of Scheduler
  • Graphs in High Charts style, possible Add to dashboards – widgets
  • PDF, Excel Export and print are possible
  • Inclusive support & FREE Updates during duration of membership(subscription)
  • Key Metrics functionality
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2.How to install Reports 4 You

Please provide following steps in order to install Reports 4 You

It is highly recommended to finish the installation without any interruption. For successful installation we need to exchange information (see license for details).
  1. Install the .zip (package) file of the Reports 4 You module via Setting -> CRM Settings -> Module Management -> Modules. Click on the Import Module from Zip.
    Installation step 1 -Reports 4 You Vtiger 7

    Installation step 1 -Reports 4 You Vtiger 7

  2. Select the .zip (package) file that you downloaded from our shop. Please check that you accepted the disclaimer and would like to proceed. Click on the [Import] button.
    Installation step 2 -Reports 4 You Vtiger 7

    Installation step 2 -Reports 4 You Vtiger 7

    Note: If you have after this step error message: Sorry! Attempt to access restricted file. Please check if folder test/vlib has correct write permission for browser (apache, www-data).

  3. Verify the import details parsed from the .zip (package) file. Please check that you accepted the license agreement and click [Import Now] to proceed or [Cancel] to cancel.
    Installation step 3 -Reports 4 You Vtiger 7

    Installation step 3 -Reports 4 You Vtiger 7

  4. Reports 4 You was imported
    Installation step 4 - Reports 4 You Vtiger 7

    Installation step 4 – Reports 4 You Vtiger 7

In order to finish installation, please provide following validation steps.

  1. Reports 4 You Validation Step. Please check your Company information and insert license key. Make sure that your server has Internet access. Click on button [Validate]. If you want to change your Company information, click on button [Change Company Information].
    Validation - Reports 4 You Vtiger 7

    Validation – Reports 4 You Vtiger 7

  2. Now, you can download standard useful IT-Solutions4You reports with or continue with
    Download default Reports - Reports 4 You Vtiger 7

    Download default Reports – Reports 4 You Vtiger 7

    1. Download HighCharts. Click on  button to download HighCharts OEM package and unzip it into ~VTIGER_ROOT/modules/ITS4YouReports/highcharts/.Download HighCharts - Reports 4 You Vtiger 7Download HighCharts – Reports 4 You Vtiger 7
    2. After unzip please click on .
      Finish Download HighCharts - Reports 4 You Vtiger 7

      Finish Download HighCharts – Reports 4 You Vtiger 7

  3. If Reports4You is installed successfully you will see following screen. Click on [Finish].
    Successful installation - Reports 4 You Vtiger 7

    Successful installation – Reports 4 You Vtiger 7

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3.How to update Reports 4 You

The upgrade of the Reports 4 You is initiated in the same way as Reports 4 You installation or click on Upgrade Reports 4 You link in Customize tab of Reports 4 You.

Upgrade - Reports 4 You Vtiger 7

Upgrade – Reports 4 You Vtiger 7

So please refer to above installation part for details how to initiate the import of the module from the file. As can be seen on following picture you will be notified that the Reports 4 You module already exists. The upgrade will start immediately when you click on the button.

Upgrade - Reports 4 You Vtiger 7

Upgrade – Reports 4 You Vtiger 7

After upgrade the notification about successful upgrade is shown.

Upgrade - Reports 4 You Vtiger 7

Upgrade – Reports 4 You Vtiger 7

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4.Quick Start

In the following sections you can find short description of Report’s types and how to create your first simple Report for vtiger CRM using Reports 4 You and.

Note: The full description of the Reports 4 You menus, tabs and icons can be found in the later chapters.

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4.1.Types of Reports

You are able to create 4 types of Reports like Standard User

Types of Reports (standard user) - Reports 4 You Vtiger 7

Types of Reports (standard user) – Reports 4 You Vtiger 7

and 5 types of Reports like Admin User.

Types of Reports (admin user) - Reports 4 You Vtiger 7

Types of Reports (admin user) – Reports 4 You Vtiger 7

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4.1.1.Tabular Report

Tabular report is very simple type of report, with a columns heading row followed by table data information.

Results of Tabular reports should be used for Key Metrics functionality (read more about Key Metrics bellow)
Tabular Report - Reports 4 You Vtiger 7

Tabular Report – Reports 4 You Vtiger 7

Tabular Report - Reports 4 You Vtiger 7

Tabular Report – Reports 4 You Vtiger 7

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4.1.2.Summaries Report

Summaries report is intended to use when performing data calculations grouped by selected columns. Group data choosing rows values by one row or combination (rows-rows), (rows-rows-rows).

Summaries Report - Reports 4 You Vtiger 7

Summaries Report – Reports 4 You Vtiger 7

Examples:

  • Report grouped by one row (Invoice status). Summaries columns are COUNT Records, SUM Total, AVG Total, MIN Quantity, MAX Quantity. Filter is not set. Pie Chart (SUM Total).
    Summaries Report grouped by one row - Reports 4 You Vtiger 7

    Summaries Report grouped by one row – Reports 4 You Vtiger 7

  • Report grouped by two rows (Invoice status, Customer No.). Summaries columns are COUNT Records, SUM Total, AVG Total, MIN Quantity, MAX Quantity. Filter is not set. Horizontal Chart (SUM Total).
    Summaries Report grouped by two rows - Reports 4 You Vtiger 7

    Summaries Report grouped by two rows – Reports 4 You Vtiger 7

  • Report grouped by three rows (Invoice status, Contact Name, Invoice Date). Summaries columns are COUNT Records, SUM Total, AVG Total, MIN Quantity, MAX Quantity. Filter is not set. No Chart.
    Summaries Report grouped by three row - Reports 4 You Vtiger 7

    Summaries Report grouped by three row – Reports 4 You Vtiger 7

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4.1.3.Summaries Report with Details

Summaries report with Details is intended to use when performing data calculations grouped by one selected column with displayed record details. You can define calculations for all report datas and define limited/unlimited count of displayed record details.

Summaries Report with Details - Reports 4 You Vtiger 7

Summaries Report with Details – Reports 4 You Vtiger 7

Example:

There is Report with details from Invoice module that is group by: Organization Name. Summaries Column is SUM Total. With Columns: Subject, Invoice No, Contact Name, Invoice Date, Sales Commission, Status, Total, Assigned To, Organization Name, Organization No.. Also Chart is included.

Summaries Report with Details - Reports 4 You Vtiger 7

Summaries Report with Details – Reports 4 You Vtiger 7

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4.1.4.Matrix Report

Matrix report is a summaries report with one group column displayed in columns structure. For example COUNT, SUM, AVG, MIN, MAX columns summaries calculated and displayed by date intervals, status, or other column values.

Matrix Report - Reports 4 You Vtiger 7

Matrix Report – Reports 4 You Vtiger 7

Example:

Report is grouped by row: Status and column: Organization Name. With filter: Paid Amount is greater than 0.

Matrix Report - Reports 4 You Vtiger 7

Matrix Report – Reports 4 You Vtiger 7

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4.1.5.Custom Report

Custom report have to be programmed by skilled user with programming experiences. Do not forget that custom SQL Report display Records based on defined SQL query. Keep in your mind to use user permissions queries and share with permitted users only! Take care to be really careful with custom report SQL definitions.

SQL query of Custom Report - Reports 4 You Vtiger 7

SQL query of Custom Report – Reports 4 You Vtiger 7

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4.2.Create the simple Report

In the following part you can see how to create simple Report.

The full description of the Reports’ 4 You tabs and options can be found in the later chapter: EditView.
  1. Open Reports 4 You ListView
    Create simple Report - Reports 4 You Vtiger 7

    Create simple Report – Reports 4 You Vtiger 7

  2. Click on button  and select your Report type or choose Select type view
    Create simple Report - Reports 4 You Vtiger 7

    Create simple Report – Reports 4 You Vtiger 7

  3. If you choose Select type view you can see types with short description. About Report types you can read more: Types of Reports.
    Choose Type of Report and click on button.

    Create simple Report - Reports 4 You Vtiger 7

    Create simple Report – Reports 4 You Vtiger 7

  4. Fill name and select primary module and also you can select Folder
    Create simple Report - Reports 4 You Vtiger 7

    Create simple Report – Reports 4 You Vtiger 7

    You have 2 options to pass through Reports 4 You creation:

    • With button you pass through all possible tabs
    • If you use or button, immediately when all required info are filled Report is generated (tabs that are not necessary are skipped)
  5. You can group, select Summaries field and limit and sort
    Create simple Report - Reports 4 You Vtiger 7

    Create simple Report – Reports 4 You Vtiger 7

  6. Select fields to display in Report
    Create simple Report - Reports 4 You Vtiger 7

    Create simple Report – Reports 4 You Vtiger 7

  7. You can edit Labels shown in Report
    Create simple Report - Reports 4 You Vtiger 7

    Create simple Report – Reports 4 You Vtiger 7

  8. You can use filters
    Create simple Report - Reports 4 You Vtiger 7

    Create simple Report – Reports 4 You Vtiger 7

  9. Define sharing
    Create simple Report - Reports 4 You Vtiger 7

    Create simple Report – Reports 4 You Vtiger 7

  10. You can turn on scheduling
    Create simple Report - Reports 4 You Vtiger 7

    Create simple Report – Reports 4 You Vtiger 7

  11. If you want to show Graphs you can set it in this tab
    Create simple Report - Reports 4 You Vtiger 7

    Create simple Report – Reports 4 You Vtiger 7

  12. In the last step you can create Widget on your Dashboard.
    Create simple Report - Reports 4 You Vtiger 7

    Create simple Report – Reports 4 You Vtiger 7


    Then please click on or
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5.Work area

The Work Area of the Reports 4 You consists of:

  • ListView – used for common tasks like add new, edit, duplicate and delete Reports, and access to others tools
  • DetailView – shows already created Reports in details
  • EditView – allows the preparation of the new report or editing existing reports
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5.1.ListView

The common tasks like add/delete Reports or start editing have to be initiated via Reports 4 You ListView. Go to All → TOOLS → Reports 4 You and Reports 4 You ListView will appear on your screen.

ListView - Reports 4 You Vtiger 7

ListView – Reports 4 You Vtiger 7

The main part of the Reports 4 You ListView consists of list of the Reports, which gives you information about a Report name, Report Type, Module, Folder Name, Report owner and Description of Report. As shown in the picture, above the list of the reports you can find following:
ListView of Reports 4 You consists of:

  • contains actions for switch to DetailView, edit, duplicate or remover Reports
  • is used to add new Reports
  • is used to add new Folder
  • provides options to search your Reports
  • next/previous page of Reports
  • is used for License setting, Uninstall and Upgrade option
  • to move or delete Reports
  • open ListView of Key Metrics (read more about Key Metrics)
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5.2.DetailView

From ListView you can directly open any Reports 4 You in DetailView.

DetailView - Reports 4 You Vtiger 7

DetailView – Reports 4 You Vtiger 7

The DetailView consists of:

  • Report details part
    • Information Block
    • Data Block
    • Chart part
  • Report filters part
  • Group of action buttons
    • open EditView of Report
    • to duplicate Report
    • allow to print Report
    • allow to export your Report to Excel format
    • allow to export your Report to PDF file
    • generate your Report again
    • show/hide Filter options
    • show/hide Report Information Block
    • Show Data
    • to save Report
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5.3.EditView

The EditView shown in the picture below allows the preparation of the new Report or editing existing Reports. The main utilization of the EditView is in the additional correction of the Report. The EditView is divided into three parts:

  1. Tabs of Report – here you can select which part of Report you want to edit
  2. Buttons parts – there are buttons: Cancel, Save, Save & Run, Back/Next tab
  3. Box of tab´s option – here you can edit your Report
EditView - Reports 4 You Vtiger 7

EditView – Reports 4 You Vtiger 7

EditView consists of 12 tabs (some are available only for specific type of Report):

  • Select Report Type
  • Report Details
  • Report SQL
  • Grouping
  • Columns
  • Calculations
  • Labels
  • Filters
  • Sharing
  • Scheduler
  • Graphs
  • Dashboard
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5.3.1.Select Report Type

Now, you can choose type of Report you want to create and click on . To see differences between types of Reports please check chapter Types of Reports.

Select Report Type - Reports 4 You Vtiger 7

Select Report Type – Reports 4 You Vtiger 7

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5.3.2.Report Details

In Report Details, you will have to provide basic Report information.

Report Details - Reports 4 You Vtiger 7

Report Details – Reports 4 You Vtiger 7

Name Description
Report Name Name of your Report
Primary Module Module from which you want to create Report (After first module selection you will be not allowed to change it)
Report Folder Folder which will contain Report
Description Description of Report
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5.3.3.Report SQL

Report SQL is available only for Custom SQL Report.

Report SQL - Reports 4 You Vtiger 7

Report SQL – Reports 4 You Vtiger 7

Name Description
Report SQL * Place for your custom SQL
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5.3.4.Grouping

This step provide in case you want to Summaries Report, Summaries with details and Matrix Report.

Grouping - Reports 4 You Vtiger 7

Grouping – Reports 4 You Vtiger 7

Group by

here you can define by which fields will be your Report grouped. You are able to choose other fields to group by. There are two option (Rows or Columns). Columns you can choose if you select Matrix Report. You can also define how should be your Report ordered (Ascending/Descending).

Group by - Reports 4 You Vtiger 7

Group by – Reports 4 You Vtiger 7

There is also good option to choose date and group by date based on days, weeks, months, quarters, half years and years.

Group by date intervals - Reports 4 You Vtiger 7

Group by date intervals – Reports 4 You Vtiger 7

Summaries Fields

You can show SUM, AVG, Min, Max of Available Summaries Fields.

Available Summaries Fields - Reports 4 You Vtiger 7

Available Summaries Fields – Reports 4 You Vtiger 7

Limit and Sort order

allows you to limit and order grouping records.

Limit and Sort order - Reports 4 You Vtiger 7

Limit and Sort order – Reports 4 You Vtiger 7

Here you can see how to looks like if you have Limit set on e.g. 3. If you want to limit number of record set limit also in Select Columns part.

Limits in Grouping - Reports 4 You Vtiger 7

Limits in Grouping – Reports 4 You Vtiger 7

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5.3.5.Columns

You can use it in Tabular report and Summaries Report with details.

In this step, you can select the fields to display in report with details. These fields can be selected from the Report module selected in Report Details and its related modules. Please choose one of available module from “Select Module” options and for easy navigation write part of field name in search input box. Limit and Sort order block allows you to limits and order detailed records. There is also option to sort by more then One Column.

Select Columns - Reports 4 You Vtiger 7

Select Columns – Reports 4 You Vtiger 7

There is also useful option to search fields from chosen and related modules, choosing module and typing name of field.

Searching fields - Reports 4 You Vtiger 7

Searching fields – Reports 4 You Vtiger 7

There is also Limit and Sort order, here you can set how many records are shown. For example, limit is set on 2:

Limit in Select Columns - Reports 4 You Vtiger 7

Limit in Select Columns – Reports 4 You Vtiger 7

Limit in Select Columns - Reports 4 You Vtiger 7

Limit in Select Columns – Reports 4 You Vtiger 7

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5.3.6.Calculations

Now, you can select the calculations for the fields available across the Report modules and only in Tabular Report. You can select the calculations like SUM, AVG, MIN and MAX values (Numeric Columns: Sub Total, Total, …) across the Report result records.

Calculations in Tabular Reports - Reports 4 You Vtiger 7

Calculations in Tabular Reports – Reports 4 You Vtiger 7

In Custom Calculation you can define expression of custom calculations based on fields available across the Report modules. You can define basic mathematical operations like: + , – , * , / or some other expressions: if … then … else … end (==,<=,>=,<,>) concat( … , … ).

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5.3.7.Labels

This step gives you the flexibility to customize selected field labels. You can rename Selected Columns how you want.

Labels - Reports 4 You Vtiger 7

Labels – Reports 4 You Vtiger 7

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5.3.8.Filters

In this part, you can specify the conditions to filter the results in a report. You are able to specify conditions in Filters and Summaries Filters. Filters have all the fields from the selected module and its related modules where the comparator and condition can be chosen based on type of field selected. You are allowed to provide unlimited number of conditions, we recommend 5 conditions.

Filters - Reports 4 You Vtiger 7

Filters – Reports 4 You Vtiger 7

  • Filters – here you are able to create Filter, add new Condition to Filter or add New Group of Filters . Course, there are options to Delete Condition as well as Group . It is good to note our better comparators for time Columns (e.g. Less then today, More then today,Older than … day,…) and repair some standard comparators(e.g. Last/Next Days N,…). (For example you can use it to Report Invoices that are not paid more then 7,… days). Reports 4 You also allows you to compare 2 variables like (Invoice Date greater then field is Due Date)
    Filters - Reports 4 You Vtiger 7

    Filters – Reports 4 You Vtiger 7

  • Summaries filters – powerful option to create Filters from Summaries fields
    Summaries Filters - Reports 4 You Vtiger 7

    Summaries Filters – Reports 4 You Vtiger 7

  • Quick Filter – useful ability to edit quick filter in DetailView of Report
    Quick Filter - Reports 4 You Vtiger 7

    Quick Filter – Reports 4 You Vtiger 7

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5.3.9.Sharing

In Sharing part, you can specify the security of the report. Here you can select report Owner and the type of report Sharing Rules (Public, Private or Share) across users in role hierarchy. Report can only be edited by Owner and other users whose roles is higher to the role of Owner.

Sharing - Reports 4 You Vtiger 7

Sharing – Reports 4 You Vtiger 7

Sharing (share) - Reports 4 You Vtiger 7

Sharing (share) – Reports 4 You Vtiger 7

 

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5.3.10.Scheduler

In this step, you can Send Reports at regular intervals to specific users through email without logging in to the CRM.

By default is Scheduler inactive. Do not forget to check “Active” to run this report using workflow scheduler.

Scheduler - Reports 4 You Vtiger 7

Scheduler – Reports 4 You Vtiger 7

Attention: Schedule Report data will be generated for report owner! Be careful, because you can send data generated for Report owner to not permitted Users!
Scheduler - Reports 4 You Vtiger 7

Scheduler – Reports 4 You Vtiger 7

Name Description
Subject Subject of Scheduled Email (Auto-generated if empty)
Text Text (Body) of Email
Frequency Frequency of Email sending
Time Time of sending Email
Report Format Format of included File
Recipients You can choose Recipients (Users, Groups, Roles, Roles and Subordinates)
Other Emails Here you can add other mail to CC.
Generate For Based on Generate For Reports 4 You makes and sends Emails to Users based on their own privileges.
Generate without Limit You receive Report without Limit set in Grouping part. In your CRM, Limit is still applied only in Email you will see Report without Limit.

 

Differences between Recipients/Other Emails and Generate For

When you choose Recipients/Other Emails, all Users receive the same Reports like Reports Owner based on his privileges (e.g. 1 Report to 20 Users).
If you choose Generate For, then Reports 4 You send for each User particular Report based on User Field you choose (e.g. 20 Reports to 20 Users).

ListView with Scheduler - Reports 4 You Vtiger 7

ListView with Scheduler – Reports 4 You Vtiger 7

When you turn on Scheduler for some Reports, in ListView of Report 4 You you can see at this Reports.
There is also Link to Report Detail included in received email.

Link to Report Detail - Reports 4 You Vtiger 7

Link to Report Detail – Reports 4 You Vtiger 7

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5.3.11.Graphs

Here, you can define Charts for every Report that is having a “Group by” definition and “Summaries columns”. Data series is using Summaries columns values so you can define which one you want to used in charts. Additionally you can define Chart title which is used in output files. Set Collapse data area or not and set Chart position. You are able to create up to 3 Charts. Here you can choose Chart type and Data Series.

Graphs - Reports 4 You Vtiger 7

Graphs – Reports 4 You Vtiger 7

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5.3.12.Dashboard

In Summaries Reports, Summaries Reports with Details and Matrix Report if you have Graphs you can use our useful functionality: Dashboards. Dashboards function allow add Widget to Dashboard of some modules and use also Primary search column to filter Graph direct from Dashboard.

Dashboard - Reports 4 You Vtiger 7

Dashboard – Reports 4 You Vtiger 7

More about Dashboard you can find: Dashboard

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6.Additional feature

6.1.Support of PDF Maker

With Reports 4 You you are able to save your Reports as PDF files. To save Reports as PDF you need to have PDF Maker (Free version sufficient).

PDF Maker is extension tool designed by ITS4You for vTiger CRM.
For more info about PDF Maker please read: www.it-solutions4you.com/pdf-maker

PDF Export - Reports 4 You Vtiger 7

PDF Export – Reports 4 You Vtiger 7

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6.2.Support of Excel Export

With Reports 4 You you can also save your Reports as Excel files. To save click on button.

Excel Export - Reports 4 You Vtiger 7

Excel Export – Reports 4 You Vtiger 7

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6.3.Support of Multi Company

With Reports 4 You you are able to generate your Reports across your Companies created by Multi Company extension.

Support of Multi Company - Reports 4 You Vtiger 7

Support of Multi Company – Reports 4 You Vtiger 7

Multi Company is extension tool designed by ITS4You for vTiger CRM which allows you in easier way to manage your companies within one vtiger CRM installation..
For more info about Multi Company please read: www.it-solutions4you.com/multicompany-extension-vtiger-crm
How to create Report based on Companies created by Multi Company you can find in our Tips & tricks

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6.4.Key Metrics

The useful functionality of Reports 4 You is Key Metrics. Key Metrics allows you create Views on Dashboard(s) with information like Count of records based on Filter.
Extended version of Key Metrics included in Reports 4 You allows, after creating Tabular Report, use these Metrics ( SUM, AVG, Min, Max ) on Dashboard(s).

Key Metrics - Reports 4 You Vtiger 7

Key Metrics – Reports 4 You Vtiger 7

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6.4.1.How to create and add Key Metrics on Dashboard?

To create Key Metrics please provide following steps:

  1. Open Reports 4 You and click on
    Key Metrics - Reports 4 You Vtiger 7

    Key Metrics – Reports 4 You Vtiger 7

  2. Now, you can see list of your Key Metrics.
    • To edit or delete Widget click on
    • To add Key Metrics Row to show on Widget please click on Name of Widget
    • to add new Widget click on
    Key Metrics ListView - Reports 4 You Vtiger 7

    Key Metrics ListView – Reports 4 You Vtiger 7

  3. Click on insert Widget name and also you can insert Description and save it.
    Add Key Metrics - Reports 4 You Vtiger 7

    Add Key Metrics – Reports 4 You Vtiger 7

  4. Next step, is adding Key Metrics Row to calculate. Please click on Name of Your Widget
    Add Key Metrics Row - Reports 4 You Vtiger 7

    Add Key Metrics Row – Reports 4 You Vtiger 7

  5. Click on
    Add Key Metrics Row - Reports 4 You Vtiger 7

    Add Key Metrics Row – Reports 4 You Vtiger 7

  6. Insert
    • Label – Name
    • Report Name – you can choose filter or tabular Report
    • Column – if you choose only filter then you can select only Count of Records. If you choose tabular Report then you can select SUM, AVG, Min, Max from this Report

    and save it.

    Add Key Metrics Row - Reports 4 You Vtiger 7

    Add Key Metrics Row – Reports 4 You Vtiger 7

  7. Now, you can repeat step 6 like you need.
    Add Key Metrics Row - Reports 4 You Vtiger 7

    Add Key Metrics Row – Reports 4 You Vtiger 7

  8. To add Widget on Dashboard visit Home Dashboard, click on and find Name of Your Key Metrics.
    Add Key Metrics on Dashboard - Reports 4 You Vtiger 7

    Add Key Metrics on Dashboard – Reports 4 You Vtiger 7

note

If you want to add more Key Metrics on Dashboard at the same time please visit our Known Issues
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6.5.Dashboard

How to add Widget on Dashboard?

  • Open your Dashboard, click on button and find your Name of Report
    Add Widget on Dashboard - Reports 4 You Vtiger 7

    Add Widget on Dashboard – Reports 4 You Vtiger 7

  • Now, you can see your Widget on Dashboard.
    Add Widget on Dashboard - Reports 4 You Vtiger 7

    Add Widget on Dashboard – Reports 4 You Vtiger 7

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6.7.Bing Maps

With the version of reports ITS4YouReports_2_8_0 and higher. You are able to use Bing maps with our reports!

  • To start using Bing maps you need to create API Key. You can do that by going into Reports module, then click on the button  and select “API Key Settings”.
  • You must create key for Default usage or users can have their own key. How to get the Bing Map Key simply click on this URL text, see image below:
  • You will be redirected to the guide how to get a Bing Maps Key. Obtain key and choose if you want it for Default or User defined and paste the key in the window. Then “Save”.

After you successfully created and applied Bing Map Key, you can proceed to create or edit your reports. When you are creating report you have a step called “Maps” see image below:

You will have to select mapping for the fields in this step, explanation of the fields is below:

  • Pin title – title for the pin which will be shown on the map, select any value from the pick list
  • Pin description – select field which will be used as description
  • Street – select street field, for example Billing Street
  • City – select city field, for example Billing City
  • State – select state field, for example Billing State
  • Zip – select  postal code/zip field, for example Billing Postal Code
  • Country – select country field, for example Billing Country
  • Zoom – how much zoomed your map will be (optimal is 7)

When you are done with “Maps” step, proceed with generating reports. In the detail view of the report, please click on the “Display Map” button like it’s shown on the image below:

The result is that our Invoices are shown on the map based on the Billing details used:

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7.Settings

The Reports 4 You settings are accessible directly from the ListView and consist of:

  • License settings – manage all settings related to your license
  • Uninstall Reports 4 You – remove Reports 4 You completely from your Vtiger
  • Upgrade Reports 4 You – upgrade/update Reports 4 You
Settings - Reports 4 You Vtiger 7

Settings – Reports 4 You Vtiger 7

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7.1.License settings

License - Reports 4 You Vtiger 7

License – Reports 4 You Vtiger 7

To open License settings part please click on License settings link.

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7.1.1.Reactivate license

In case that some problem occurs with license key (moving, copying, migrating, changing Company info) you need to reactivate your license key.

To reactivate license key please provide following steps:

  1. Click on
    Reactivate license - Reports 4 You Vtiger 7

    Reactivate license – Reports 4 You Vtiger 7

  2. Confirm with
    Reactivate license - Reports 4 You Vtiger 7

    Reactivate license – Reports 4 You Vtiger 7

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7.1.2.Deactivate license

If you want to deactivate your license please provide following step:

  1. Click on button
    Deactivate license - Reports 4 You Vtiger 7

    Deactivate license – Reports 4 You Vtiger 7

  2. Confirm deactivation using button
    Deactivate license - Reports 4 You Vtiger 7

    Deactivate license – Reports 4 You Vtiger 7

To use Reports 4 You again properly, you need to activate license key.

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7.2.Uninstall

There is also available option to remove Reports 4 You from your Vtiger. To uninstall please provide following steps:

  • Go to the ListView of Reports 4 You and in Customize choose option Uninstall Reports 4 You
    Uninstall - Reports 4 You Vtiger 7

    Uninstall – Reports 4 You Vtiger 7

  • Click on button
    Uninstall - Reports 4 You Vtiger 7

    Uninstall – Reports 4 You Vtiger 7

  • Confirm uninstall with button
    Uninstall - Reports 4 You Vtiger 7

    Uninstall – Reports 4 You Vtiger 7

Now, Reports 4 You has been removed from your Vtiger and your license has been deactivated. To use Reports 4 You again you need to provide installation and validation steps (see chapter 2. How to install Reports 4 You).

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7.3.Upgrade

The upgrade of the Reports 4 You is initiated in the same way as Reports 4 You installation or click on Upgrade Reports 4 You link in Customize tab of Reports 4 You.

Upgrade - Reports 4 You Vtiger 7

Upgrade – Reports 4 You Vtiger 7

So please refer to above installation part for details how to initiate the import of the module from the file. As can be seen on following picture you will be notified that the Reports 4 You module already exists. The upgrade will start immediately when you click on the button.

Upgrade - Reports 4 You Vtiger 7

Upgrade – Reports 4 You Vtiger 7

After upgrade the notification about successful upgrade is shown.

Upgrade - Reports 4 You Vtiger 7

Upgrade – Reports 4 You Vtiger 7

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8.Tips & tricks

8.1.Show converted Leads

As you may know, converted Leads are no more shown in your Vtiger CRM. But for lot of customer it is important to see these Leads. With Reports 4 You you have option to show these Leads or no. It is really up to you. Since 7.1.1lead version is default filter for Leads module “Converted [None]  Yes”:
.

Now, you have 3 options of making your Report:

  • Report of not converted Leads – instead of “None” please use condition: not equal to
    Report of not converted Leads - Reports 4 You Vtiger 7

    Report of not converted Leads – Reports 4 You Vtiger 7

  • Report of converted Leads – instead “None” please use condition: equals
    Report of converted Leads - Reports 4 You Vtiger 7

    Report of converted Leads – Reports 4 You Vtiger 7

  • Report of all Leads – remove please this filter
    Report of all Leads - Reports 4 You Vtiger 7

    Report of all Leads – Reports 4 You Vtiger 7

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8.2.Report based on Multi Company

There should be also question how can CEO see Reports across all Companies created by Multi Company created by IT-Solutions4You?

This option should be possible for  Summaries ReportSummaries with details and Matrix Report.

You just need to use grouping by field Company.

Group by "Company" of Multi Company - Reports 4 You Vtiger 7

Group by “Company” of Multi Company – Reports 4 You Vtiger 7

Invoices across Companies - Reports 4 You Vtiger 7

Invoices across Companies – Reports 4 You Vtiger 7

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9.Known Issues

Add more Key Metrics on Dashboard at the same time

If you have more Key Metrics and you want to add all Key Metrics on Dashboard at the same time.
If you add first Key Metrics on Dashboard then other Key Metrics are not visible under button?


Yes, it is little issue with loading content. To display rest of your Key Metrics just please refresh your page.

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10.Change log

10.1.Reports 4 You

  • June 2018: 700.1.4
    • minor fixes
  • June 2018: 700.1.2
    • minor fixes
  • June 2018: 700.1.1
    • first initiate version for Vtiger 7.x
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10.2.Manual for Reports 4 You

  • June 2018: manual based on Reports 4 You version: 700.1.1
    • first initiate version for Vtiger 7.1.0
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