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Build Your Own Report

  • Updated

Build Your Own Report

Here are some steps to creating a Detailed Report.  In this example we used a Detailed Marketing Report.

  • Click on the “Reporting Tab”

  • Choose “Detailed Marketing Report”

NOTE:  To run a report such as this with an Appointment Date Range—Choose the ‘Detailed Sales Report’ instead of the Detailed Marketing Report

  • In the Filter Set up area, choose your date range

NOTE:  If you are using a Filter that requires you to put in a date range, and a record does not have a date in that particular area, it will no populate in your report.

  1. All Records: This will give you information on all records that exist in your Leads and Customers sections
  2. All Leads: This will give you information on all Leads
  3. All Customers: This will give you information on all Customers
  4. Inquiry Date Range: This will pull records with an Inquiry Date that falls within the dates you specified

     5. Appointment Set Date Range: This will pull records with an Appointment Set Date that falls within the dates you specified

      6. Contract Date Range: This will pull records with a Contract Date that falls within the dates you specified

      7. Job Sale Date Range: This will pull records with a Job Sale Date that falls within the dates you specified

     8. Job Completion Date Range: This will pull records with a Job Completion Date that falls within the dates you specified

     9. Product Sale Date Range: This will pull records with a Product Sale Date that falls within the dates you specified

  • In the Group Set Up area, choose your Group Set Up option
    1. Choosing a Group 1 will group first by the item you selected

2. Choosing a Group 2 will group secondly by the item you selected

  • In the Appointment Set Up area choose if you would like to separate by the different types of appointments
    1. By selecting a grouping option in the appointment set up area, you have the ability to split up the different Appointment Types.  For example, you could see how many Sales Appointment versus Measure Calls you had for a given Salesperson.

  • Choose your Report Columns
    1. The Report Columns are the calculated fields.  Choose the ones that best suit your needs.
    2. The Report Columns Cheat Sheet can help you figure out how each column is calculated:

http://www.marketsharp.com/admin/uploads/public_download/BYOR.pdf

  • Choose your Detail Fields
    1. The Detail Fields show what about the people you are reporting on.  So if you ask the report to tell you how many sales you had for a given month, you would be able to use the Detail Fields to give you a listing that shows the specific information about the contact and/or sale.
  • Choose ‘Create Report’
  • To print your report, choose the Export icon at the top of the report page.  This will allow you to view and/or modify your report in Word, Excel, or PDF and print it from there.

       

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