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Reports

You can build reports in APRO CRM involving the following elements:

  • objects;
  • activities;
  • deals;
  • contacts;
  • calls;
  • SMS.

To compile a new report, set its metrics and save them, so that your colleagues could use them as templates to build their own reports for different time periods applying various filters.

Attention: to reach report viewing and addition/edition settings for metrics, go to Main menu — Settings — CRM — Reports.

You can build reports in two formats: diagram and table.

The graphical mode implies building a diagram of function f(T), where T stands for the time along the X axis.

To set the time lapse (from the initial T up to the final T) for the diagram and its pace (dT = S (pace)), go to reports generation page: Main menu — Reports.

Here you can set:

1) time lapse for the diagram and its pace;

2) filter by users/groups/groups of managers/departments, and use these filters to build sample allocation (see the screenshot below);

3) type of diagram.

Table reports display data in an unrestricted format: each cell is filled with a calculation formula f(T1, T2), where T1 and T2 represent the values of time as function parameters.

To build a report based on ready-made metrics, go to reports generation page: Main menu — Reports:


Creating metrics

Go to Main menu — Reports and click "New report":

Enter the title of your report:

Add metrics to your diagram:

For example, let's add a report on the total number of objects, and the number of active objects.

Add a new filter to your metrics:

Enter the filter title and select the CRM element to apply the filter to:

Adjust the filter parameters:

Please note: filter fields can be filled with the values of function variables, that is, time and pace.

Guide on parameters

Function of time
Variables:
  T 
 function of time value
  S — current pace
  7day — number of days
  2012-01-05 — fixed date

 

 Examples:

1. Display new objects added daily

 Creation timestamp:

  • value from : T
  • value to : T + S

2. Display objects active daily

 Creation timestamp:

  • value from :
  • value to : T

3. Select all entries from week ago

Creation timestamp:

  • value from : T - 7day
  • value to : T


If you need to display the total of objects, the filter will look as follows (all objects created before each point of time on the digram):

Set the parameters to be displayed: the number of elements in a selection, or a function involving the total of values of a specific field:

Guide on parameters

Resultant expression
Variables:
  COUNT(*) —
 total of entries
  SUM —
 total of values
  EXP —
 
expression to be evaluated
  field_NNN —
 CRM field variable

 Example:
 —
 calculating the total

  COUNT(*)

  — total of a specific field

  SUM(EXP('field_255'))

  — complex expression

  (
    (
   (SUM(EXP('field_255 / 4')) * 56.1) +
   (SUM(EXP('(field_256 + field_255) / field_257')))
    
     )
  ) / COUNT(*)


Compile the function form. It may comprise expressions of multiple fields with different parameters:

Click "Save" and compile the formula from the combination of filters:

Here is what you got:


You may also be interested in: CRM access settings

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APRO CRM is a SaaS cloud solution and is hosted by our servers. The CRM is flexible and can adjust to your business needs. You will be getting all the necessary assistance from your personal adviser while using the system