Reports Overview

11 June 2019 12:22:00

Reports provide a count for a filtered list of records, including a link to the list. They use Apache Lucene Syntax, for more information see the Reporting Syntax Section.

Only indexed fields can be reported upon. There are currently 2 indexes due to the different data sources the system uses. These are currently Campaigns and Tasks.

Report groups refer to the dashboard which the report appears within.

You can access the reports section via: 

  • Dashboard -> Reports Icon (Left Side Menu) -> Select the campaign you would like to obtain reports for.

There are 2 types of reports:

  1. Standard - Standard reports use Lucene syntax and are loaded into the Report Results page when clicked. The counts from standard reports can be included on the Activity Dashboard and in the Dashboards section. 

  2. Advanced - Advanced reports use parameters to pass variable data to one of a small number of queries in the database and retrieve a count to display on dashboards, and they can also be used to return the corresponding list of items. The query editor is not relevant to advanced queries and it is not possible to edit them on the results page. The core set of advanced queries are created and installed by CRMT. It is anticipated that these queries are flexible enough to create a solid foundation for reporting purposes, but more will be added when further need is identified.