Building a Legacy Report in VanillaSoft

VanillaSoft provides three different types of report templates to build your reports from:

1. Call Activity Report Template: This template focuses on call activities and prompts the admin to configure the template in the next step.

2. Custom Report based on Last Call Results: This template allows the admin to select variables related to the most recent information entered about leads in VanillaSoft.

3. Custom Report based on All Call Results: This template allows the admin to select variables based on all call history entries for leads in VanillaSoft.

For more detailed steps on creating advanced reports, refer to the Creating an Advanced Report article.

1. Select Project: From the Admin homepage, select the desired project.

2. Access Report Wizard: Open the Contacts & Reports menu, then the Legacy Reporting sub-menu, and select Report Wizard.

3. Choose Report Template: Select the Call Activity Report Template option from the Report Type list and click Next.

4. Configure Report Parameters:
   • User Selection: Open the User drop-down and select which user(s) you want to show data for.

   • Date Range: Open the Date Range drop-down and select the desired date range.

   • Daily Breakdown (Optional): Check the Show Daily Breakdown checkbox to show daily breakdowns.
   • Column Headings (Optional): Open the Column Headings drop-down and select whether to display the Result Codes or Result Descriptions. For more on Result Codes, see the Result Codes: A Complete Breakdown, Create Result Codes in Your VanillaSoft Project, and How to Configure the Quick Result Call List articles.
   • Calculations (Optional): Open the Calculate drop-down to select two different Result Codes for calculations, then enter the Column Name.
   • Hours Per Result Code (Optional): Open the Calculate Hours Per drop-down to select the Result Code and enter the Column Name.

5. Save as Template (Optional): To save this configuration as a template for future reports, click Save, enter a name for the template, and click OK. This saves the report template in the Report List section.

6. Run Report: Click Run Report to generate the results.

7. Export Results: To save the results, select either "Export to Excel" or "Export to PDF" as desired.

1. Select Project: From the Admin homepage, select the desired project.

2. Access Report Wizard: Open the Contacts & Reports menu, then the Legacy Reporting sub-menu, and select Report Wizard.

3. Choose Report Template: Select the Custom Report based on Last Call Results option from the Report Type list and click Next.

4. Select Fields: Check all the fields you would like to view data for, then click Next.

5. Report Groupings (Optional):
   • Open the Group Report By drop-down and select the field you would like to group the results by.
   • Select if you would like the results to be ascending or descending.
   • Repeat up to a total of 3 groupings.
   • Once done, click Next.
6. Order Columns (Optional):
   • Rearrange the columns by selecting a field, then using the Move Top, Move Up, Move Down, and Move Bottom buttons.
   • Once done, click Next.
7. Sort Report (Optional):
   • Open the Sort Report By drop-down and select the field you would like to sort.
   • Select if you want the data to be ascending or descending.
   • Repeat up to a total of 3 groupings.
   • Once done, click Next.
8. Report Type:
   • Select if you want a "Summary Report" or a "Detail Report and Summary Information".
   • Choose if you want to include a Sum, Average, Max, Min, and Count for each selected field.
   • By default, "Detail Report and Summary Information" and "None" are selected.
   • Once done, click Next.
9. Date Filters (Optional):
   • Open the Fields drop-down and select which date field you would like to filter by.
   • Select the Date Range, then (if applicable) enter the Start Date and End Date.
   • If you would like to be able to make changes to this filter once the report has run, check the Parameter Prompt checkbox.
10. Field Filters (Optional):
    • Open the Fields drop-down and select which field you would like to filter by.
    • Open the Comparison drop-down and select the type of filter.
    • Enter the Value which will be used to filter by.
    • If you would like to be able to make changes to this filter once the report has run, check the Parameter Prompt checkbox.
    • Repeat the process for as many Field Filters as needed, using the Add Filter button to add more.

11. Run Report: To view the data generated from the report, click Run Report. To export the results, click Export to Excel.

12. Save as Template (Optional):
    • To save this configuration as a template for future reports, click Save, enter the name you would like to save the report as, and click OK.
    • This will save the report template in the Report List section.

1. Select Project: From the Admin homepage, select the desired project.

2. Access Report Wizard: Open the Contacts & Reports menu, then the Legacy Reporting sub-menu, and select Report Wizard.

3. Choose Report Template: Select the Custom Report based on All Call Results option from the Report Type list and click Next.

4. Select Fields: Check all the fields you would like to view data for, then click Next.

5. Report Groupings (Optional):
   • Open the Group Report By drop-down and select the field you would like to group the results by.
   • Select if you would like the results to be ascending or descending.
   • Repeat up to a total of 3 groupings.
   • Once done, click Next.
6. Order Columns (Optional):
   • Rearrange the columns by selecting a field, then using the Move Top, Move Up, Move Down, and Move Bottom buttons.
   • Once done, click Next.
7. Sort Report (Optional):
   • Open the Sort Report By drop-down and select the field you would like to sort.
   • Select if you want the data to be ascending or descending.
   • Repeat up to a total of 3 groupings.
   • Once done, click Next.
8. Report Type:
   • Select if you want a "Summary Report" or a "Detail Report and Summary Information".
   • Choose if you want to include a Sum, Average, Max, Min, and Count for each selected field.
   • By default, "Detail Report and Summary Information" and "None" are selected.
   • Once done, click Next.
9. Date Filters (Optional):
   • Open the Fields drop-down and select which date field you would like to filter by.
   • Select the Date Range, then (if applicable) enter the Start Date and End Date.
   • If you would like to be able to make changes to this filter once the report has run, check the Parameter Prompt checkbox.
10. Field Filters (Optional):
    • Open the Fields drop-down and select which field you would like to filter by.
    • Open the Comparison drop-down and select the type of filter.
    • Enter the Value which will be used to filter by.
    • If you would like to be able to make changes to this filter once the report has run, check the Parameter Prompt checkbox.
    • Repeat the process for as many Field Filters as needed, using the Add Filter button to add more.

11. Run Report: To view the data generated from the report, click Run Report. To export the results, click Export to Excel.

12. Save as Template (Optional):
    • To save this configuration as a template for future reports, click Save, enter the name you would like to save the report as, and click OK.
    • This will save the report template in the Report List section.