Page 59 - Microsoft Word - Using Adhoc & Analytics Expressview Reports - Participant Guide (SDL).docx

LESSON 14: RUN AND ANALYZE REPORTS

Learning Objectives

• Navigate the Reports module
• Build and run a standard opportunity report by groups
• Build and run a standard opportunity hit rate report
• Maintain reports in the Report Manager

Introduction

The Reports module components share names with the core data modules and features—
• Project • Contact
• Opportunity • Company
• Survey • Activity
• Lead • Personnel

The other available component reports are as follows:
• Grouped Reports – Links • Stats – Lists what reports have
several individually created been recently run, and how many
reports together so they can be times
generated into one document, • System Activity – Lists the
creating one report from many system messages created in
project publications by activity,
modification type, and date

The tabs on the main page allow you to move between four different report types:
• My Last Viewed Reports – Most • All Reports – All Standard
recently run by your user account Reports, plus all public reports
• My Private Reports – Created created by all of the user
by your user account and set as accounts within your firm. Firm
private Administrators can see all reports
• My Reports – Created by your
user account and set as public

Note: When viewing a report grid, refer to the legend located at the bottom of each list
of reports. The legend includes the below icons:

©2024 Unanet. All rights reserved. 59