Alinea`s Applications
Contents
1. 28 9 List view Report options 29 10 Running a esse sc sarccsccccsccccccscscsecscscsccccsccscsess 30 10 1 Basic interaction oo Ie cesnssssccscccescccscceccecsssecees 30 10 2 Running a report with user input filters ccceccecscsceccecsceccccccscscescecs 31 11 5 5 5 32 12 Report in standard CRM VIEWS 34 13 Creating clickable links only Enterprise eee eere 35 13 1 Extraicon TEE 008 cae e a 35 13 2 37 14 E DAVE REN NER ORE 38 AlineaSol 2015 Proprietary Page 2 of 38 User Guide AlineaSol Reports 4 4 v1 AlineaSol 1 Introduction This document is the user guide to AlineaSol s Reports Asol Reports module for SugarCRM The guide covers release 4 X and is updated up to 4 4 AlineaSol Reports is part of a family of modules that AlineaSol has developed on top of the SugaCRM base These modules include lt lt Note 1 will be published end of March 2015 Both community and enterprise editions have regular new releases The enterprise versions include direct support from AlineaSol Asol Reports have been tes2. More Than v 0 5 WRU R ly amp Probability 56 probability Auto 3 Delete Filters v Amount amount usdolla Auto More Than v 500 Eb Eb ES E Alias This is the label presented to the user in the case of User Input type o Note again the database field icon You can hover over it to see what the database field is called internally Reference this is used for external applications and to reuse filters within SQL advanced functions When external applications call a report they can include this row reference as a parameter to set dynamically filters o This reference can now also be used within SQL advanced functions by adding reference in the where clause A new parameter can be injected in the given filter by using the format H reference parameter E g SELECT AVG OPPO amount FROM opportunities OPPO WHERE amount OPPO amount Behavior The type has various meanings o Auto filter is not shown to the user when running the report o Visible filter is shown to the user when running the report o User input user is prompted for the value of the filter See options for filters to determine if the report should be executed automatically at first run or not User input options this is an interesting piece of code If you click on the wheel enterprise version only you will see a pop up with a Add New Value button Now let s assu
3. A 3 Setthe properties of the icon as you desire a Button type html link b Choosethe icon that you want to show Sugar comes with default a set of icons that you can reuse c If you don t choose an Icon you have to define a Button Label This will be the clickable text d Base URL this is the relative URL that will be used to create the link For Sugar actions this is always index php e URL Parameters you have to add here the parameters that Sugar uses to identify the module type of action and the actual record To add a parameter click on Add New Parameter note currently this appears in Spanish i Note that you can change the action from EditView to e g DetailView etc just look at the Sugar URL bar to see the various options available ii Record will be 5 as it is the actual ID of the account Button Generator for Account DV Link Button General Data Button Type HTML Link Icon Path themes default images editview gif Button Label Edit URL Parameters Afiadir Nuevo Parametro Parameter mod ule Value Accou nts Parameter laction Value Editview Parameter record Value this Save Clear Cancel a AlineaSol 2015 Proprietary Page 36 of 38 User Guide AlineaSol Reports 4 4 v1 AlineaSol 13 2 Clickable name Making the name of the account clickable is quite similar 1 Add the account ID as as field see above 2 Adda new field to the report that sh
4. Bin delete Proprietary Page 29 of 38 User Guide AlineaSol Reports 4 4 v1 10 Running a report 10 1 Basic interaction Reports can run automatically in dashlets initiated from external applications automatically scheduled or manually by clicking on the report name in list view or run icon If the report is not Scheduled only the report will be executed real time You can see below a number of graphical representations using the NVD3 engine Changes 2i eoim 7c e motio eam 156 1X 8 B 6 09 t 4 a a 3 4 4 M t EN ET N a s Another example is shown below with stacked areas Note that 3 different representations are supported The right most representation Expanded show the values normalized to 100 i e you can see percentage wise how the values relate O AlineaSol 2015 Proprietary Page 30 of 38 User Guide AlineaSol Reports 4 4 v1 AlineaSol Stacked OStream OE xpanded QMO NoExtoso GMO Ex OStacked Steam OExpanded Q MO NoExtoso MOEx OStacked OStream Expanded MONoEntoso With the NVD3 engine you can have e Graph options on the left e Labels on the right This depends on the graph type you are using With stacked charts you can select and de select elements from the representation by just clicking once on them If you double click you will see only the representation of that element Do
5. Date Modified Description _ Add Related Fields o You can directly add a field to the report by clicking on the link database icon o You can also do a multi select and then add them to the report by clicking on Add fields You can access related fields by clicking on the triangle pointing to the right within the tree The navigation tree will then expand In the Fields section there are quite some icons that offer you special functions These will be discussed in the various sections Note that you can drag amp drop the fields to determine the order of presentation just click on some white space and carry the row to a different location Fields To the right of the Fields header you will see an options icon You can select here if you want to see the Totals and or subtotals appear as part of the report Also you can show if pagination data is shown at the top bottom or both O AlineaSol 2015 Proprietary Page 15 of 38 User Guide AlineaSol Reports 4 4 v1 AlineaSol Table Configuration Visibility subTotals Visible w Totals Visible P4 I Save Cancel ave ance Zl Pagination All Note pagination can be disabled for a reports installation See Read me doc Fields Fields C Alias 1 U Reference Display Function Format Type Data Grouping 1 Row index 8 Assigned User st lassigned_user_id w SOL PHP v v o 8 Modi
6. added some enhancements and will continue to evolve this Largest support of chart types and growing The currently supported graph types O O Bar chart Pie Chart Stacked Group Horizontal Group Line Scatter Stacked area e Html5 standard CRM library e Flash standard CRM library To start the creative journey click on the Add New Chart button on the right Chart name This is what will be displayed as the chart name of this chart Display you can show or hide a full graph A black eye means it s visible Click on the eye to toggle AlineaSol 2015 Proprietary Page 24 of 38 User Guide AlineaSol Reports 4 4 v1 AlineaSol e Char type select one of the available types e Y axis you will be offered an option to select any of the numerical fields that you have added to Fields and Filter section e Icons o Add subchart to add a sub chart Currently only supported for line charts in enterprise edition See next section for more info o Options currently you can define your own color palette enterprise edition The default palette is meant for discrete values We will be introducing in the near future enhancements to this You can customize a palette by adding a color add color button and deleting a color x to the right of the color If you click on the color coding you can edit it by entering the corresponding value or just picking it from the colour amp hue picker i e
7. d AlineaSol 2015 Proprietary Page 5 of 38 User Guide AlineaSol Reports 4 4 v1 AlineaSol Definable action buttons in reports V Define fields as clickable extra info V Access to Report Library V Preview SQL 1 V Community Emaivweb 1 Note 1 certain enterprise features are made available in the first half of 2015 AlineaSol 2015 Proprietary Page 6 of 38 User Guide AlineaSol Reports 4 4 v1 AlineaSol 3 Version Management Version Published AlineaSol Changes Date Reports 4 x V1 24 3 2014 4 0 First Official User Manual 4 4 V1 16 3 2015 4 4 Main changes Community Overwrite formatting type for used fields Visibility for pagination buttons S this is not longer required in a SQL function Added minute hour amp quarter hour detail groupings to reports datetime fields When right clicking a field in edit mode a hover panel with SQL reference appears This can be copied to Clipboard SQL editor with intelligent highlighting Support for export xls and clean csv and clean xls Updated Dutch language thanks to Jason van del Leeuw Support for multi enum and Radio enum fields Support for Like and Not Like filters for numeric expression Support for starts with and ends with for filtered strings numeric and enum Enterprise includes all Community Features e Supports PHP post processing E g New field is the sum of two other calculated fields PHP edito
8. fields to add this field to the report will appear to the right e Link blue and double click on the field Related fields will appear for that link The ID field will allow you to go to all the modules with a relation to the given field You can also click once and then click on related To add the related field click on Add related fields o Note if you add any user user link to the report assigned user modified by and you add this to a filter you will be able to also select My items In the case of User Input see further on the person executing the report will be able to select the user with a select pop up menu AlineaSol 2015 Proprietary Page 14 of 38 ineaSol Fields Amount Campaign Created by Currency Name Date Created Date Modified Description Expected Close Date ID v Add Fields Show Related Related Fields Address City Address Country Address Postal Code Address State Address Street Assigned to Authentication Id Date Entered Date Modified y Add Related Fields e Enterprise Users A User Guide AlineaSol Reports 4 4 v1 Fields Amount P Assigned User Campaign Created by Currency Mame Date Created Date Modified Description Expected Close Date Add Fields Show Related Related Fields SIC Code A Ticker Symbol Type Website Calls opportunity calls Assigned User Created by Date Created
9. aggregated function of sum on amount o Advanced functions If you click on the SQL icon you can add a SQL statement to calculate the value of the field that will be displayed See also alias in filter section e Click on the icon and a pop up will appear showing you a subset of MySQL functions available actually they are ALL available NOTE see admin guide to see how full access to the database can should be limited e g AlineaSol 2015 Proprietary Page 17 of 38 User Guide AlineaSol Reports 4 4 v1 line aSol statements using Select Admin users should be extremely careful in opening up this access Calculated Function for Opportunity Name l Save Clear Cancel Flow Control Arithmetic Aggregate Dates Numeric String String 2 Appendix Variables Arithmetic Operators SQL Arithmetic Operators are used to make arithmetic return a single value Operator Description Example Addition operator amount 2 Minus operator amount 2 Multiplication operator amount 2 Division operator amount 2 Modulo operator amount 2 Integer division amount DIV 2 Unary minus It changes the sign of the argument amount e Note that it is not longer necessary to include this see variable section E g to display 2 times the value of the field just type S this 2 e When an advanced function is defined the colour of the SQL icon changes it becomes blue See figure below for a ty
10. don t forget about the hue picker the vertical bar on the right o Bin delete graph Chart Configuration for Color Palette When you select a chart that supports sub graphs you can add multiple sub graphs to the same graph Right to the Y axis entry you will see a new icon indicating where the labels for the Y axis will appear By default its to the left i e only one Y axis You can toggle this so that you can add a right hand Y axis This is useful when the data you display in the graph and sub graph are of different magnitude AlineaSol 2015 Proprietary Page 25 of 38 AlineaSol General Data User Guide AlineaSol Reports 4 4 v1 Fields amp Filters Charts Scheduled Tasks Distribution List Charts Engine NVD3 v C Chart Name Display Chart Type Y Axis Add New Chart O Chart Line Chart Opportunity Amount v e zx Line Chart lin i Delete Charts AlineaSol 2015 Proprietary Page 26 of 38 User Guide AlineaSol Reports 4 4 v1 AlineaSol 7 Scheduled tasks First make sure that you have selected an option including Scheduled in the Report type options in General Data or else you will not be able to access the Scheduled tasks section Also make sure that both scheduling is set at your Operating System level and that the corresponding Scheduler entries are filled in in your CRM see readme administration guide To add a scheduled task click on add ne
11. section and choose Fields Management You can there define a Field Name and associate this with any report currently drop down menu To do so hit on the icon to add an entry Hit on the play icon to save Fields Management Accounts Field Name IReportFieldForAccounts 0 Field Value 1 Accounts amp Assigned Users v Now go to Studio and you will see the field name that you have previously Entered within studio in the corresponding module You can now add this field to any of the views and the reports will appear When the corresponding view is presented the defined report will be executed If you have included this in for example Detail view you probably will want to filter based on the ID of e g the account The system will automatically send the ID to the report and will assume that there is a filter with as reference the module name e g Accounts For the names of other modules just select the module and check in the URL of the browser the module name used AlineaSol 2015 Proprietary Page 34 of 38 AlineaSol User Guide AlineaSol Reports 4 4 v1 13 Creating clickable links only Enterprise Alineasol Reports supports currently 2 ways of creating links in a report 1 Through a clickable extra field icon 2 By making an existing field clickable Let s use as an example a report starting from opportunities and with links to the corresponding accounts Databa
12. you can create interesting reports in tabular form 5 3 Specials There are quite a number of options in the Administration guide now in readme file to customize your Asol Reports deployment You may want to play around with the CSS available through configuration option in Reports We will be introducing templates in the near future so that you can for example show a percentage as a bar instead of a number or a green check mark when the field value is true etc AlineaSol 2015 Proprietary Page 23 of 38 AlineaSol 6 Charts User Guide AlineaSol Reports 4 4 v1 First make sure that you have selected an option including Charts in the Display option in General Data or else you will not be able to access the Charts section After setting up the basic report as described in chapter 5 we are ready to set up a chart Note that in general you will need to group by some field for Reports to figure out where the X axis is Reports supports Detail e g by month Group Detail and group you need this for stacked graphs The Detail field will be used as X axis and the Group field for stacking Group and Group same as Detail and Group General Data Fields amp Filters Charts Charts Engine NVD3 v Delete Chart Name Charts Distribution List Chart Type Y Axis Add New Chart You can select the Charts engine e NVD3 this is the default engine Great interactive library We have
13. S Browse No file selected Upload e Date Defined when the fiscal year starts as well as first day of the week e Pagination number of entries to appear on one page pagination can be disabled but be careful with that e PDF options landscape or portrait PDF scaling factor Default recommended e Report Retention days after which scheduled reports will be cleaned e Host name in principle the right host name will be automatically filled in e Reports Style Sheet various options to change the default style sheet strongly improved as of release 4 You can export modify and import back for your own private delight O AlineaSol 2015 Proprietary Page 38 of 38
14. User Guide AlineaSol Reports 4 4 v1 AlineaSol User Guide AlineaSol Reports 4 4 vl ion 1 Date 02 04 2015 AlineaSol 2015 Proprietary Page 1 of 38 User Guide AlineaSol Reports 4 4 v1 5 Contents 1 Introduci n 3 2 Comparison Community and Enterprise 5 3 7 4 er enc ccensnceccscceccsscescessecceescessens 9 4 1 Firsttime install 5 9 4 2 install new version 9 4 3 Activation 10 5 5 2 12 5 1 12 5 2 Fields andibpgp 14 5 3 Specials R 1 TUVPPPTPITITEREE 770777777720 0001 ee eene 23 6 Chartsi s 8 M RR 24 7 Scheduled tasks 27 8 Distribution
15. Values Internal Value Display Value Red Internal Value 2 Display Value Blue Internal Value Display Value Save Clear Cancel Get MySQL Mapping e Operator depending on the type of field various operators are shown to set up the filter Again special attention to date fields o Date option Equals Not Equals Before and After Date as well as Between use absolute parameters E g activities on December 25 O AlineaSol 2015 Proprietary Page 22 of 38 User Guide AlineaSol Reports 4 4 v1 AlineaSol Last Not Last This Not This These Next Not Next act upon relative parameters Days s Week s Month s and Natural as well as Fiscal Quarters and Years e This expects a singular parameter Day Month E g This Day s means Today e Last looks back not including current time element E g Last Month s 1 note that 1 is the second parameter means really last natural month If you change the second parameter to 2 this would mean last 2 months not including this one E g if it is now March it would apply to Jan and Feb e These is the same as last but It does include this one These Mont s 2 means current one last one e Parameters Depending on the operators one or two parameters need to be filled in e Bin icon delete condition Note that multiple conditions can be deleted at the same time using the check fields at the left of the filters And at this point
16. d as Jl Jueves Intervalo Minutos v Lunes v Viernes 4 Marte J S bado Mi rcole v Domingo Guardar Cancelar We recommend that you also set up a Scheduler to clean up report obsolete files Create a new Scheduler that executes the url http localhost sugarCRM dir in htdocs index php entryPointzreportCleanUp amp modulezasol Reports Note remember to adapt the URL in line with your installation Set the time interval that fits your needs e g once a day After installation and configuration go to the admin section and execute AlineaSol Reports Validation AlineaSol 2015 Proprietary Page 10 of 38 User Guide AlineaSol Reports 4 4 v1 AlineaSol AlineaSol Reports Alinea amp ol Reports Configuration Section amp AlineaSol Reports Validation AlineaSol Reports Validation Check that there is nothing in red If there are issues hover over it and the system will provide a suggestion For support reasons we normally will ask for a screenshot of this AlineaSol 2015 Proprietary Page 11 of 38 Ne S User Guide AlineaSol Reports 4 4 v1 5 Creating a Report Table format Note the screenshots show the AlineaSol Blue Theme skin The Asol Reports version used is the Enterprise version Select Reports in the menu if it does not show activate this through the admin section You will see the list view which will be nicely clean after Asol Reports installation 8 Accounts Co
17. d Sugar Dashlet _ Search _ Clear Modules Charts Tools Web a A AlineaSol Reports All Opportunities By Lead Source By Outcome l EI All Opportunities by Lead Source c 0 a E 3 5 My Pipeline By Sales Stage S es RB Sh ees Outcome by Month Pipeline By Sales Stage EMEC amp Follow the standard Dashlet process AlineaSol 2015 Proprietary Page 32 of 38 User Guide AlineaSol Reports 4 4 v1 AlineaSo AlineaSol Reports Options X Report Name Report Module CRM Native Database i Report Scope All Save Clear e Report Name fill in part of the report name you are looking for and hit search You can filters reports based on database and scope e A list of reports will appear in the bottom area Select the one you want and fill in the Title for the dashlet Done Note that tabular graphical user inputs etc are all supported in dashlets O AlineaSol 2015 Proprietary Page 33 of 38 User Guide AlineaSol Reports 4 4 v1 AlineaSol 12 Report in standard CRM views Please note that this process has changed compared to the previous documentation Although the previous process is still supported we highly recommend that you use the process described here You can add a report field to any view in any module only enterprise edition First go to admin
18. el E o Database icon If you hover over this icon you will see the internal database name so that you can differentiate between various fields with the same label or also useful for advanced functions more on this later o Youcan sort fields ASC and DESC Just click on the arrows to the right of the field alias Arrow down means descending NOTE see also order of orders icon next to the alias header e Row index in the first line of the fields area you will see this option If you make it visible an index column will appear in the report output Easy for reference etc e Reference This is used for internal referencing specifically for PHP functions see later e Display A black eye means that the field values will be visible A grey eye with a slash means not visible Note that sometimes you want to add a field to the report so that you can add filters to it but you don t want to see the actual field values There are many other useful applications for this e g think about copying a standard report and then just changing filters and fields that you want to show e Function Asol Reports takes into account the type of the field and depending on its type it will make certain aggregation functions available o Standard function When you select an aggregation function normally one of the fields should be set to Grouped E g you could group see Group by Layout by Opportunity name and then have an
19. fied by User Nam st modified_user_id w SOL PHP v v Delete Fields e Alias this is the name that will appear in the report to identify the field By default the label is copied You can edit this o Lefttothe alias you will see various icons Order of Orders e f you select an order for various fields order icon to the right of the field itself these fields will appear when you select this option You can then define the order precedence of the fields with a drag amp drop Eg First order by A THEN order by B Fields Order x Fields Order Assigned User Modified by User Name save Cancel Save e The multi lingual icon allows you to define label reports in the languages defined in the system e Join icon If you include in the report fields that you have accessed via a relationship you can define here the type of join By default a left join will be used i e the field of the main module in the example opportunities AlineaSol 2015 Proprietary Page 16 of 38 User Guide AlineaSol Reports 4 4 v1 AlineaSol must exist for an entry in the report to appear Right Join and Inner Join For the Inner join both Exists must be selected i e the entries in the report will not have NULL values in any of the entries SOL Joins Management Include in result if link value exists Main Table Link Table Exists Exists Join Table Opportunities L Accounts Save Canc
20. he audit table of given module by check marking this option Display you can select here table or charts or a combination of these in any order Charts will not be shown if you only select table Additional elements User database in enterprise version you can select any configured external database besides the CRM Native Database Report type o Manual this is the default You can execute the report through the CRM to see it o External usage enterprise allows external applications to request the output of a specific report o Scheduled this mode is used for distribution of reports through email Report is executed and result is sent to the distribution list o Scheduled only this mode is specifically relevant for heavy reports It will only execute at given scheduled time If a user runs the report he she will see the results of the report executed at the previously scheduled time E g let s assume you have millions of sales every day you can schedule a report to calculate all kinds of interesting data in the middle of the night and then present this as Yesterdays sales The result report will be presented without having to be re executed each time Email report link Scheduled reports that are distributed through email do not include the graphics If you check this option a link to the CRM will be included in the email so that the user can click to see the report in all its glory Internal description these are i
21. me that you have in your database a field that can have three values which are internally saved as 1 2 3 and you have NOT created the corresponding labels in the CRM You can define the labels here even multi language Let s assume that you want to allow the user to filter based on the field but want to hide the internal coding This is where you create your labels See next figure Be aware that this only will be visible to the end user if you have chosen User input or Visible The pop up editor will create automatically the user input options 1 Red O AlineaSol 2015 Proprietary Page 21 of 38 User Guide AlineaSol Reports 4 4 v1 AlineaSol 2 Blue 32Green This is actually what you would have to fill in the community edition to get the same behavior note that currently in the community edition you have to do a save first before the values are properly handled However this is only part of the story If you want not only the filters to appear with the given display values but also the field descriptions themselves you have to add the corresponding translation in the advanced function for given field To make things easier for you just click on the Get MySQL Mapping copy the SQL statement and paste it into your advanced function Voil see following figure CASE Hthis WHEN THEN Red WHEN 525 THEN Blue WHEN 3 THEN Green ELSE Sithis END Dropdown Filtering Generator for Opportunity Name Dropdown
22. n e Select Module Loader e Select the module and upload e Install the module Repeat this action for Asol Reports You should have now a new module Asol Reports that you can assign to your users 4 2 Install new version Recommended procedure e Uninstall older version but KEEP DATABASE e Install new version of module AlineaSol 2015 Proprietary Page 9 of 38 User Guide AlineaSol Reports 4 4 v1 AlineaSol 4 3 Activation Asol Reports should be ready to run now If you want to use the schedule reports facility you will have to add scheduler entries to Sugar See Sugar documentation to set this up for your specific Operating System For Sugar you will have to add an entry point through sugar admin The url to be filled in http localhost sugarCRM dir in htdocs index php entryPointzscheduledTask amp mo dule asol Reports Notes 1 change in the url above sugarCRM dir in htdocs to reflect your own Sugar installation 2 if you are using a hosted set up virtual server you may have to use instead of localhost the external address Execution should be set to every 5 minutes and every day Editar Guardar Cancelar Configuraci n b sica Nombre tarea AlineaSol Reports Scheduled Estado Activa v Tarea programada v OR http localhost cac index php entryPoint s Mostrar opciones Cada E v Todos los
23. ntacts Opportunities Leads Calendar Reports Morev Search Report Name Report Module CRM Native Database w v Report Scope All v Report Type All v Search Clear Report Name Report Module Last Run 5 Last Update Assigned User Select a file to import Browse_ No file selected _ Import Reports Export Reports Delete Reports Select Create to go to the edit view Create Save Cancel General Data Fields amp Filters Charts Scheduled Tasks Distribution List Report Name Assigned To admin Use Database CRM Native Database Display Table Only Report Module Email Attachment Format HTML Report Type Manual Private Email Report Link C to download scheduled reports with charts Report Scope Internal Description Public description Save Cancel 4 Back to top Note in the community version all information is in one page There are various sections to define your new report 5 1 General data In this section you can define the main data for your report AlineaSol 2015 Proprietary Page 12 of 38 AlineaSol User Guide AlineaSol Reports 4 4 v1 The main elements that you need to fill in are Report Name if you plan to create many reports you may want to define a nomenclature for easy recognition Report Module this is the main module for your current report Note that you can create a report also on t
24. nternal notes that will not be shown when executing the report You may want to include here specifics on how you have built the report Assigned to this is the user the report belongs to Email attachment format This is the report format that will be included in email distribution lists Supported o Html o Pdf o csv and csv clean o xls and xls clean Note the clean options are meant to facilitate processing in other apps by deleting mainly empty lines Report scope Private only you can see it O AlineaSol 2015 Proprietary Page 13 of 38 User Guide AlineaSol Reports 4 4 v1 AlineaSol o Public everyone can see and execute the report They cannot edit it o Role only given roles can see and execute the report They can also copy and edit it e Public description this description will be included in the report output NOTE html editor coming soon 5 2 Fields and Filters Enterprise view Database Descripti i 8 Expected Close Date ID z H Lead Source z Modified by User Name 5 8 Next Step z Opportunity Amount z B3 opportunity Name Logical Op Alias fb 1G Probability Results i 8 Sales Stage CIB Type Filters Delete Filters Add Fields After selecting a module all the fields of that module will be shown in the Database area e Fields in DB o Adding a Field to report Community e Normal not blue click on the field and then on add
25. ortunity amount for all the opportunities assigned to that user o Detail this provides a table with all the data for each field value E g you may want to see all open opportunities listed for each user AlineaSol 2015 Proprietary Page 19 of 38 User Guide AlineaSol Reports 4 4 v1 AlineaSol o Additional grouping functions are available based on the field type Grouped Minute Grouped Quarter Hour Grouped Hour Grouped Day OF Week Grouped Week of Year Grouped Month Grouped Natural Quarter Grouped Fiscal Quarter Grouped Natural Year Grouped Fiscal ear Grouped Detail Detail Minute Detail Quarter Hour Detail Hour Detail Day Detail W Specifically date fields offer quite some options o You can determine the grouping order by clicking on the arrow icon to the right of the Group BY Layout header e Atthe end of the row you will see two icons add filter and a bin to delete the field from the report Filters you can define filters to only show those entries that match the filters Options you will see to the right of the Filters header an options icon You can set here if the report should be executed automatically when you include user input type of filters If you don t select this when you run the report the system will prompt you for information and then execute the report Else it will use the predefined values and it will display the report automatically Fil
26. ows the account Name and give it an easy referencename e g accountName As you need to use this field but you don t want it to appear double make it transparent i e nor visible nor invisible i F de LR ut i DEPT H Account Name IT accountMame lt i gt TOL PHP 3 Select Button as format type for the account ID field 4 Set the properties of the ID field as shown below a Note that instead of adding a fixed label we are adding now a reference to a field using PHP The PHP function returns the account name by referencing to the transparent field that we added before b See here that we have chosen DetailView as action Button Type HTML Link Icon Path Button Label php return kaccountName7 php URL Parameters Parameter module Value Accounts Parameter action Value IDetailView Parameter record Value 5 15 Save Clear Cancel NEZ AlineaSol 2015 Proprietary Page 37 of 38 User Guide AlineaSol Reports 4 4 v1 AlineaSo l 14 Configuration From the main Reports menu you can configure certain elements from the report see also readme admin guide for more administration options AlineaSol Configuration Save Cancel Date Options Fiscal Year Start Month Pagination PDF Options PDF Image Scaling Factor Export Original CSS Export Custom CSS Export CSS Restore Original CSS Upload Custom CS
27. pical example amount multiplied by probability Calculated Function for Weighted Amount this fbean probabilityt 100 Save Clear Cancel assigned user id gt Users User Name Opportunity Name Opportunity Amount Expected Close Date Probability 96 Weighted Amount admin Test opportunity 1 000 00 31 03 2014 10 00 100 00 Refresh Edit Export to HTML Exportto PDF Exportto CSV Send by Email AlineaSol 2015 Proprietary Page 18 of 38 User Guide AlineaSol Reports 4 4 v1 AlineaSol e PHP functions These can be used to reuse the result value of a query The alias of fields can be used in these functions using the following format alias For example PHP Code php return 5 this 100 1Iamount php You can change the format type of a field The following types are currently supported Format Type String Date Integer Decimal Currency Percent Boolean Enum Button Check section 13 for examples on how to use Button creating a click through e Group by Layout Depending on the type of field you will have different options The basic ones are o Group this is the basic for aggregate information E g you want to see the maximum amount of all opportunities for each user You then group by User name assigned to user and use the MAX function on amount opportunities You will then have one entry for each user showing the maximum opp
28. r with intelligent highlighting AlineaSol 2015 Proprietary Page 7 of 38 AlineaSo O AlineaSol 2015 User Guide AlineaSol Reports 4 4 v1 Proprietary Multi language support for field labels enum format type field user options and labels New overwrite formatting types Button and Enum Javascript functions can be defined and executed at report execution Can be combined with buttons In edit mode now up to 5 link throughs can be performed Filters created in graphic mode can be referenced in SQL mode Support for different types of Joins Left default Right and Inner Virtual Relations supported between fields In edit mode added tree selector to select fields Add field in edit mode by clicking on field link icon Added possibility config parameter for a full Report installation to be read only Page 8 of 38 User Guide AlineaSol Reports 4 4 v1 AlineaSol 4 Installation AlineaSol Reports community edition can be downloaded at https www alineasol com en sugarapps reports Requirements e Use MySQL as database e Requires module AlineaSol Common base for 3 X and higher o This module is used by various AlineaSol applications For enterprise editions you can contact us at info alineasol com 4 1 First time install Follow the standard way to load a module in SugarCRM e First download AlineaSol Common Base module to your PC e Login as a SugarCRM admin user e Goto Admi
29. se Searct Fields l Alias 18 BU 4 Opportunities ER EJ Amount Assigned User H opportunity ae d LJ Campaign LIB Opportunity Amount Jf L Li amp Created By 8 Account DV Link st Currency Name 8 Account Link Name 4t Date Created 8 Date Modified 8 Description Delete Fields 8 Expected Close Date f ID 13 1 Extra icon Reference hame amount accounts id accou ntsId Display 4 Function visor PHP sy SQL PHP visor PHP sy SQL PHP PHP Format Type Ivl 1v Button v Buton 1 Add the account ID as a field Open ID Open Accounts add ID within accounts 4 1G 4 Accounts accounts_opportuniti B Alternate Phone IB Annual Revenue 9 Assigned User El Billing City B Billing Country H Billing Postal Code H Billing State H Billing Street amp Campaign ID amp Created By IB Date Created El Date Modified IB Description IB Employees IB Fax 9 ID O AlineaSol 2015 Proprietary Page 35 of 38 User Guide AlineaSol Reports 4 4 v1 AlineaSol Note if instead of a module with a relationship to accounts you start directly at accounts you can choose directly the accounts ID first level of the selection tree 2 Select Button as format type for this field e w SQL PHP Button v tt vc ne B account Dv Link 4t T 1 e
30. stribution list area In the distribution list area you can add more than one email address separated by a u n J e Once you select users the full list will appear in the summary tab Don t forget to Save when you make the changes AlineaSol 2015 Proprietary Page 28 of 38 ineaSol 9 Lis In list view you can find a number of options Search Report Name Report Scope t view Report options All Search Clear Report Name Opportunities Closed in Year per salesperson Select a file to import Browse_ No file selected Report Module Report Type Last Run 30 03 2014 17 33 User Guide AlineaSol Reports 4 4 v1 CRM Native Database v All Import Reports Export Reports v Last Update 30 03 2014 17 32 Delete Reports Assigned To Assigned User Report Scope Report Type admin Private Manual 1 1 of 1 mmm o m9 99 1 1 of 1 my To the right of each report you will find a number of icons these can be limited due to access settings Groups wise you can Import Export Delete O AlineaSol 2015 Run this will run the report If it s not Scheduled only the report will be executed real time Copy to make a copy of a current report You will go directly into edit mode The name of the new report will have Copy of pre attached Edit to edit the report Export individual export option
31. ted and run on both CE and Professional versions of SugarCRM As with all AlineaSol modules MySQL is required as database AlineaSol Reports Community focusses on the capability to quickly create nice looking reports with a minimum of fuss Both table and graphical output is offered also combined Various graphical engines are supported including by default NVD3 D3 which offers transitions and interactions AlineaSol Reports Enterprise introduces more tools and facilities to meet the demands of users who want to have more control and potentially want to integrate with external databases and applications This User guide covers both versions As of AlineaSol Reports 4 4 SugarCRM 7 5 is supported Note that there are currently some small limitations compared with SugarCRM CE see readme for known issues AlineaSol 2015 Proprietary Page 3 of 38 User Guide AlineaSol Reports 4 4 v1 AlineaSo l Note that this is not an administration guide See currently Readme notes in package for administration configuration and a considerable number of advanced options O AlineaSol 2015 Proprietary Page 4 of 38 User Guide AlineaSol Reports 4 4 v1 AlineaSol N O O 3 D i o 5 O O 3 3 5 et 5 a m 2 et D i D lt b o 5 S C Home Page graphical engines a i d ELO MEN i M Ua j
32. ters Configuration User Input Initial execution with default values Save Cancel A e The first row in the filter allows you to limit the number of entries to be displayed in the report Specifically useful for reports like top 10 AlineaSol 2015 Proprietary Page 20 of 38 AlineaSol Filters Logical Op User Guide AlineaSol Reports 4 4 v1 opportunities By default all entries that meet the filter conditions are shown This can be limited to the first or last n entries Logical operators you can define complex filter using AND and OR statements In order to group this appropriately brackets can be used Admittedly it was difficult to come up with an ideal look amp feel so finally we settled for the one you see see figure below o Example Amount Not Equal O AND Sales Stage Prospecting OR Probability gt 50 OR amount gt 500 o Forthe brains the bracket is set to the left of the field unless it starts with which means it goes to the right The Logical operator is set to the right of the field and brackets o Note if you don t fill in anything ANDs are assumed Alias Row Reference Behavior User Input Options Operator First Parameter Second Parameter Results Limit v First n results v y AND y A Amount amount_usdolla Auto Not Equals w 0 R y Sales Stage sales_stage Auto Equals v Prospecting w L v
33. uble clicking again will make all elements visible 10 2 Running a report with user input filters In the edit view you can define if a user can interactively change the filter values when running the report Note that you can also define the report to be executed automatically with the default filter values and then let the user change the filters see filter options Execute Edit As you can see above when the report is run the user is first asked to provide certain inputs Once the data is filled in the user can hit Execute Note the Edit button only appears if the user has edit capabilities for the report AlineaSol 2015 Proprietary Page 31 of 38 User Guide AlineaSol Reports 4 4 v1 line aSol 11 Dashlets We strongly recommend not mandatory to use AlineaSol Publish Home page to enhance your CRM home page with multi tab option role control and many more facilities that you will really need to make those dashing dashboards Admin view of home page using Alineasol Publish Home Page ral Accounts Contacts Opportunities Leads Calendar Documents More v Administrator Actions Home Page Role Default w Role Priority 1 M Manage Priorities fa Copy Current To v fa Publish Current Home Page Main Tab M Save F Duplicate Delete Manage Add Dashlet To add a AlineaSol Report dashlet to your home page click on add dashlet and select AlineaSol Reports 3 Fin
34. w task Execution Range Monthly v e Task name You can give this any name that may be useful for you e Execution Range with this you can select when the report should be executed Note that you can add more than one task e g Monday and Wednesday at 8 00 You can select o Monthly you will have to select then Day and time values o Weekly select day of the week and time value o Daily select time value of the now you will have to fill in an Execution end date After this date scheduled tasks will not longer apply e Task state you can deactivate a task e Bin icon deletion of task Note that when you schedule a report you have to define to whom the report should be sent See next chapter AlineaSol 2015 Proprietary Page 27 of 38 User Guide AlineaSol Reports 4 4 v1 AlineaSo 8 Distribution list You can define a distribution list for any type or report If it s scheduled the report will be sent to all people in the distribution list automatically If not when you run a report you can use the option send email to send them a copy Summary To GC BCC Summary fill data in other tabs In the summary tab you will see who will get the report blank in the example You can click on the to CC and BCC tabs to add destinations Summary To CC BCC admin undefined Roles You can add specific users roles and plain email di
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