In the previous lecture we discussed about a tabloid report which is the simplest form of report.
In this lecture we understand what does the summary report.
Why do we go for a summary report.
Where did all the specialities that we have in summary report somebody report does other report form
it that allows users to group rules of data that does something liquid very much to be noted about somebody
reports.
We have this option of grouping the data grouping the data by rows and as a result as you can group
data you can view all the sub totals and a summary report.
Also allows to allows you to create more charts conditional highlighting.
OK now let's create a summary report and understand all these concepts one by one.
So let's create a new report and I like Mitchell's report type to be opportunities again Go create and
by default establish farmer.
That's fine.
Let it let it let it in mind analysis.
Remove all columns let me I will leave the related columns at which we need.
So we have added these many fields out here.
Name Type lead tools probability amount expected revenue stage and close date.
Okay so these are all the fields that I think like you know we can add to this report so that we can
see how how do we build a summary report what assets in real time all these fields you include in the
report based on the business requirements which all fields they like to see the users like to see in
the report.
And here let me take off all the conditions because there are basically no records out here so let me
say all time Okay now that we see some records and the previews are showing me some 30 records in total
and let's change this format to report format.
Let me make it a summary and as we know the significance of somebody report the advantage of somebody
report is that we get a group of rolls of data say for example this preview is showing me some top 20
records.
Okay all of these do any records I would like to know how many are there in to one which all opportunities
are there and close to one which all opportunities are in negotiation review which all opportunities
are an I.T. decision makers.
Okay so I want to go through these rules of information and how do I want to group it.
I want to group it based on their stage based on the opportunity stage so that we can make it happen
using somebody's format and for grouping the records you'll see the optional here that and you can drop
a field here for creating the groupings.
So let me group it just drag and drop stage out here.
So this group the by state so the report that we have generated is group by state.
And it says in the stage prospecting those will be one opportunity record in the stages value proposition.
There are two records I did as it should make us do records propose a proposal our price go to records.
But again do remember this is only a preview.
So the result that you see here is not the actual report.
OK so now that we have a group the data group the opportunities by stage.
OK.
Now let's see what other options we have for all the columns out here that you have included in the
summary format that you have options for starting sorting ascending descending.
You can group by this field for example if you want to furthermore group you can group by this feat.
Similarly if what type you have these options.
Similarly for lead source for probability for probability if you see you have option for summarizing
this feat.
So summarizing this field is basically summarizing the numbers like you know you can do a sum you can
do the average.
And this option summarizing the field is available for.
No.
Percent for currencies you know for all these like you have this option then you can summarize a field
by doing a some average Max are minimum.
So these are the four options that got available.
Similarly for amount you know again like it's a currency fee.
So you have this option of somebody has a fee expected revenue it is like in a currency field so you
have this option of somebody somewhere else somebody is this field and then finally the close data that
and you do not have that option because it is of the Dead did it.
All right.
So no let me summarize by amount so summarize this field and let me say some of amount.
Okay perfect.
So no let's try to read the report.
It says for the stages prospecting I have only one record and this is what the record is and the total
amount is hundred gay and four stages value proposition.
There are two opportunity records and we have summarizes the amount right.
So the total amount of on the opportunities off stage value proposition is 330 K..
Similarly for the other stage I use estimate.
So this is the concept of grouping and summarizing grouping the odd grouping the rolls of data by a
specific field.
So there are some say for example hundred opportunities you are grouping the hundred opportunities into
five or six different categories based on a specific field and here like you know we have taken stage
as an example we are grouping the records we are grouping the opportunities by state and for each of
the grouping we add further what we are summarizing we are doing far more calculations which is called
a sub told us we can calculate these up totals in summary format it gives us opportunity for each of
the grouping say for stage prospecting for stage value proposition for each of the grouping we can generate
supporters and also there comes a grand total for all that right cards.
So this is the concept of grouping and summarizing what let's do this.
Let's follow that model a grouping by end of the field say for example close date I want to the more
group it by close date.
So just drag and drop.
So it is furthermore grouped it by closed it means it all.
And the stage is prospecting I have only one record and that was in this particular category close date
is this but for value proposition that I do not get and more that I could fall out of the category of
closed date 10 7 20 30.
Similarly for that the record's aspect.
Ok once we add the actual report we'll be able to see the actual information and for the dance you can
furthermore do some more calculations say for example I want to to base by day or calendar week or month
you'll also like instead of hard dates you can group them by all these information.
So let me say like fiscal quarter OK.
So it falls in this particular quarter.
And he had two records shortfalls in this quarter.
Again two records.
Again what records fall in the same quarter.
So this is called this grouping and we can group up to begin up to four levels of grouping in somebody
reports.
So let's add on the report and let's see the actual data.
So to run the report you have this option trend report.
So we can see the information over here.
So as we can see know opportunity opportunity name is this and the staging prospecting one record and
the close date is this didn't need analysis one I go to the closing date is this two records three that
gets you know we see here yes but this is all just sample data that we have another development issue.
So we might not be able to see more scenarios but then this is the whole concept of somebody reports
let's click on customize and go back to the report okay and actually look I have updated that lose date
for some of the opportunity records so that you can actually see like holidays say for example now for
the stage value proposition that are two records and the flawless data are fine a lot of the recorded
falls in a different quarter and closed it off under the record it falls in a different quarter.
OK.
So no that we have understood about the grouping and summarizing.
Be glad to see about one other option that is the conditional highlighting this option of conditional
highlighting is available at once before somebody reports and metrics report.
So what does this conditional highlighting if you want to highlight some regards based on a certain
condition that you define then you can use this conditional highlighting just for easy retrieval of
data for easy reading of the report as you can see.
So let's try that option.
Go for conditional highlighting and select the Ft.
It is showing me what lead among right away why that it is not showing the other fees because this conditional
highlighting can be applied only to fees which are summarized and in the whole report we have only a
month as summarized so let me see what this option some of amount and it is going me through different
options.
So let me just say a hundred K and let me say two hundred K so logically if the sum of amount is less
than hundred K then it would highlight in this color and if the sum of amount is between hundred and
two hundred K then it would highlight in this color and if it is greater than 200 k it would highlight
in Greek and here it can give you have options that are newer you can choose different colors as per
your business needs.
Let me stave off the default say okay and you can very well see the output here all little things with
less than a hundred k they are highlighted in today between 100 and.
They are highlighted in yellow and great and then two hundred they are highlighted in green.
So this is the concept of conditional highlighting and I do remember this option of conditional highlighting
is available only for somebody reports and metrics reports then you have one other option out here that
is called as an ad checked and charged as an option then you can act charts to your reports.
So pretty much all these options you have in you generally dashboards so you know all these options
will be discussing when we discuss about dashboard and the same concept applies.
Yes but if you want that chart or pictorial representation that should be attached to your report then
you can use this option of our checks.
So pretty much we have called about the summary format.
Let me quickly go and run the report OK.
And let me say say.
Let me say dest summary report and let's say within this folder to look weak safe.
Perfect.
Our summary report is ready and in the next election we'll understand dashboard metrics report and widely
basic legal fund metrics reports.