Reporting in VanillaSoft allows an admin to qeury details about leads within a particular project.
When building a report in VanillaSoft the admin is able to select one of three options: Call Activity Report Template, Custom Report based on Last Call Results or Custom Report based on All Call Results. Depending on the option selected VanillaSoft will present different parameters for building the report.
Figure 1 - Reporting options in VanillaSoft
Selecting a Call Activity Report Template prompts the admin to move onto the next step to configure the template. On the Call Activity Report Template page the admin will define the Users listed in the report, the date range, and the Result Code information to be displayed.
Figure 2 - Call Activity Report options
Custom Report based on Last Call Results allows the admin to select variables related to the most recent information entered about leads in VanillaSoft. Custom Report based on All Call Results allows the admin to select variables based off of all call history entries leads in VanillaSoft.
Figure 3 - Variables to choose from when building a Custom Report based on Last Call Results
Step 2 of the Report Wizard groups the reported information based on variables selected by the admin. For example, this page allows admins to group all of the reported information by a Caller who makes a point of contact.
Figure 4 - Grouping options when building either a report based off of Last Call Results or All Call
Step 3 allows the admin to organize the columns selected for reporting. The order the columns will be displayed are left to right.
Figure 5 - Column ordering options when building either a report based off of Last Call Results or All Call Results
Step 4 allows sorts the information contained within a report. Up to three separate fields being reported on can be selected for sorting the information displayed.
Figure 5 - Sorting options when building either a report based off of Last Call Results or All Call Results
Step 5 deals with summary information and the amount of information the report will display. The Summary Report option will show summaries of the options selected by the admin. The Detail Report and Summary Information will show information regarding the selected fields on individual rows as well as the summaries selected.
Figure 6 - Summary options when building a report based off of Last Call Results or All Call Results
Step 6 allows for filters to narrow the scope of the information that will be reported on. This step is split into Date Filters and Field Filters. Date Filters allows filters around date variables like added date, call date, modified date, etc. Field Filters allows filters around the Custom Fields selected in Step 1.
Figure 7 - Filter options which allow an admin to limit the scope of the information gathered by the report