The next concept that we have and I understand is about metrics reports.
Before we go a leg.
Why does the metrics report on all these.
Let's understand why do we go for metrics reports and first case right.
We got to know that because if somebody reports in it that pretty much is also a requirement.
We can define a summary report we can grouped by certain fields begin summarized by data we can summarize
it by dates begin to charts we can do conditional highlight it pretty much gives you everything right.
So then why do we go for Metrics report.
Let me give you a small instance so that we can understand the concept better.
This is the summary report that we just generated.
OK.
It is based on opportunities as you can see here.
And then we have group led by state.
A further more corrupted by little state.
And then we have summarized it by amount right.
So this is all we have defined our somebody report.
So how do we read this the total amount off stage prospecting is hundred K right and out of that the
clause date for this quarter is again a hundred K because there is only one record.
And the total amount for needs analysis is 675 K and for the value proposition there are two records.
And the total amount to 330 came out of the 330 k a decay is for a different quarter and in a bill of
decay falls in a different quarter.
And that is the quantity for financial year 2013 and this is quarter for financial year 2015.
Okay.
So I can give this information the total amount for a particular stage right.
We can retrieve this information from a summary report.
So the total amount for prospecting stages is this needs analysis for a value proposition for decision
makers.
Right so the total amount we can calculate for a particular state and thus began to deduct summary report
by the white flag I have one other requirement saying I need the total amount by state.
Yes.
On top of it I also need that all the amount by this quarter.
Okay.
So did somebody report like valid Give me that information.
What does that audit among flood this particular clause did say for example quarter for financial year
2015 what does the total amount.
Will it give me that information that doesn't give me that information and thus gives me the information
for the particular state.
Right.
For this close data in the stage the total amount is a hundred K this girl is dead in this date the
total amount to 6 only fake it but what of the overall total out for this particular play date.
Q4 financial year 2015.
What does that total amount.
Will this somebody report give me that information.
No.
Why.
Because somebody reports you can only use it for grouping the rules and Nordic columns.
So therefore we go off automatic support because in my tax report you can group laws as well as columns.
So to overcome this limitation of summary report we go for metrics reports that you can group that are
collected by both rows and columns.
Okay now let's go to St. Paul's application and this is the summary report that we have.
What.
Let's do this for.
I believe the metrics support.
Let's not create a new report.
Instead let's quickly save it as best metrics and report.
Okay.
Save full effect.
So now we're like you know we have copied the summary of popular Metrics report so open the metrics
report.
Let's customize it.
And as we can see here it is a summary format.
And now we are going to build on metrics at the board.
Right.
So the metrics report you like you can very much use options of creating new report.
And you can select the report that has opportunities and here you go to select metrics put.
But just that I want to show you the limitations that is data in the summary report on how we can overcome
it with the help of metrics support.
So I'm taking the summary report and I'm converting it into Metrics report.
Oh that's awesome.
Okay.
So now that this summary report is gone what did the metrics report into my picks at the board.
As you can see it is just not summarized by rules that the state he does also summarize debate columns
that does upload data which was previously not data that somebody reports.
So this is the biggest I belong page of metrics report.
You can summarize that I got by both rows and columns in this data will pretty much regard this information
like what is the total amount what is the sum of the total amount for a particular stage.
So prospecting hundred K value proposition three hundred thirty three K right Mortlake only we wanted
an information that we want to understand what is the total amount for a particular close date so don't
do it here we have group led by quarter so we have only two options out here.
The Q4 financial year 2015 and 2013.
So why does the total amount for a particular blow stayed so that you can see this information very
much in the metrics report scroll all the way down.
You have the summarized information all here.
So this is what does Metrics report you can group both the rules and color so you can add more fees
for your grouping.
Similarly we can add more fields for your column grouping as well you have got the provisional with
here but other than this it all grouping and column grouping which is then only in Metrics report you
know the has other options like you have the condition highlighting which we discussed in somebody reports
you have an option here in metric supports estimate you can very much add charge charts to your metrics
reports so the other options are pretty was the same between somebody reports and metrics reports but
just then metrics at the board you also have that one page of grouping that our cards by columns.
So let's quickly add on the report perfect.
OK.
That's a real awesome report.
OK.
Let me save let me say this test Metrics report and we're done on my tax report is already.