Salesforce allows you to create reports for your Novatus contract requests, accounts, opportunities, contacts, leads, tasks, and events.
A report is created from a user's Dashboard in Salesforce, which is the default screen that displays when you login to the application.
|A||Novatus tab||Click to display the Novatus Contracts screen.
Note: If the Novatus tab is not present, you must customize your Dashboard.
|B||New Report button||Click to display the Create New Report screen.|
|C||Other Reports option||Locate the Other Reports folder in the list, and click on the folder's expand icon to display a list of the other types of reports that can be created.|
|D||Novatus Reports||Scroll down to the bottom of the list to display the list of available Novatus reports that can be generated. The options are Novatus Contacts, Novatus Contacts with Account, Novatus Contacts with Opportunity, and Novatus Contact History.
Click on a report (e.g., Novatus Contracts) to select it.
|E||Create button||Click to display the Unsaved Report screen where you can format and run the report.|
|F||Preview section||View the default information that will be in your report. The default information for the Novatus Contracts report is only the Contract Name field.|
|G||Fields section||Locate the fields in the Novatus Contract Info folder that you want to add to your report. Novatus fields are at the bottom of the report, but any of the listed Salesforce fields can be added to your report.
Note: There are three types of fields, and each is denoted by a distinct icon. Fields preceded by a pound # icon are filters for your report. Fields preceded by an icon are standard fields that display in your report. Fields preceded by a calendar icon are date fields, which are also standard fields that are displayed in your report.
|H||Report field||Click on each field you want to add to the report, and then drag-and-drop the field into the Preview section. To remove a field from the report, simply click on the field name, and then drag-and-drop it back to the Fields section.
Note: If you drag a filter field to the Preview section (i.e., field preceded by a # icon), it will automatically display at the top of the screen under the Date Field.
|I||Report format list||The default format for the report is Tabular, which is similar to a spreadsheet. The other options are Summary, Matrix, and Joined.
Note: Select the Help me choose option to display online help for report formats.
|J||Show list||The default selection is My Novatus Contracts, which will generate a report on your activity.
Select All Novatus Contracts to report on all the activities for all Novatus salespeople, or select My Team's Novatus Contracts to report on only the activities for your team.
|L||Add list||Click if you want to add a filter to the report. This option is used to filter the information in a report field, add a cross filter (e.g., accounts with or without activity), and limit the number of rows of information in the report.
Note: Select the Help me choose option to display online help for filters.
|M||Run Report button||Click to run the report and display the Novatus Contract Report screen. In the example above, five fields were added to the report (Request Status, Contract Type, Term Type, Novatus: Last Modified Date, and Expiration Date). In addition, one filter was applied (show contract requests that require approval).|
|N||Grouping option||If there are duplicate account names in the report, you can group the information for an account under a single heading by selecting Account in the Summarize information by list, and then clicking the Run Report button. You can also group the information in the report by any of the other criteria in the list.|
|O||Hide Details button||Click if you want to display only the grouped data (e.g., Account name) and hide the line items in each group.|
|P||Customize button||Click if you want to reformat the report. You will be returned to the Unsaved Report screen where you can add or remove report fields and add filters so you can edit the data that displays in the report.|
|Q||Printable View button||Click to display an Opening window that will allow you to open the report in a new browser window or save the report as an Excel spreadsheet.|
|R||Save As button||Click if you want to name and save the report in Salesforce. You will be directed to a Save Report screen.|
|S||Report Name field||Enter a name for your report.|
|T||Report Description field||If you want to provide a description that provides the purpose of the report, populate the optional field.|
|U||Report Folder list||The default is My Personal Custom Reports, which restricts access to the report to you. If you want to share the report with other types of users, make a different selection in the list|
|V||Save button||Click to save the report. Use the Save & Return to Report button to save the report and continue working with the report.|