13.1.1 Basic Report Example

In this chapter, we will create a report using data from a single module, applying filters and aggregations to the displayed information.

Prerequisites
Before creating a report, it is essential to have a good understanding of the available data structure. Otherwise, you risk designing a report without knowing whether a specific piece of information is actually stored in the CRM. It is also very important to know the exact field names and the modules in which the information is stored, as these elements are crucial when defining filters, aggregations, and data processing logic.

For example, it is important to know whether a filter is applied to a free-text field or a picklist field, since the methods used to search, group, and aggregate data may differ significantly.

A solid understanding of the data structure enables you to design more accurate reports and helps avoid subsequent revisions caused by missing information or incorrect interpretations of the available

Report Requirements

The example report will be based on the Accounts module. Its purpose is to analyze the companies created during the current year, limiting the results to companies located in Italy and Poland, and belonging to the Engineering and Healthcare sectors.

This report is useful for the Sales department to monitor business performance in these two countries and within these specific industries.

The data will be aggregated using the following fields:

• Assigned To (the user responsible for the account record)
  
• Country (the country where the account is located)
• Type (to analyze the types of companies created)
  
  

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