Report UDF's Filters

Modified on Tue, 16 Oct 2012 16:13 by Greg Andrews Categorized as CRM, KPI

{TOC}

===General Information===

'''Default Menu Location:''' Select Page Settings from the toolbar or by opening the Jump Screen from the [image||{UP}/Editfiltersbutton.png] icon

'''Screen Name:''' INSPECTIONRPT

'''Function:''' Setting the appropriate report functions allows users to alter the data that is pulled into the reports and KPI's. 
In the image below we see two red boxes around the filter drop downs for all the available reporting tools. 
The green box can help us define what we have set our filters to, by creating a specific title for each KPI.


[imageauto|Report UDF|{UP}/KPI_reportfunctionGI.png]


===Fields/Filters===

'''Function Type:''' [#collaboration|Collaboration Functions], [#crm|CRM Functions], [#enterprise|Enterprise Functions], [#report|Report Functions], [#web|Web Publishing Functions]

'''Report Type:''' Listed below are the individual reports from each Function


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=====Collaboration Functions=====[anchor|#Collaboration]

'''Space:'''

'''Form:'''

'''Knowledge Base:'''

=====CRM Functions=====[anchor|#CRM]

'''Space:'''

'''Adjutant Alert:'''

'''Calendar:'''

'''Campaign List:'''

'''Content List:'''

'''Imported V Card:'''

'''Follow ups:'''

'''Last Viewed Organization Info:'''

'''Local Time:'''

'''Local Weather:'''

'''Memo:'''

'''My Address Book:'''

'''Newly added Company:'''

'''Newly added Contact:'''

'''Notes:'''

'''Notes (Module Page):'''

'''Opportunity:'''

'''Opportunity (Module Page):'''

'''Order History:'''

'''People (Module Page):'''

'''Project History:'''

'''Quick Search:'''

'''Quotes (Detail):'''

'''Sales Forcast:'''

'''Sales Order (Detail):'''

'''Sales Order (Summery):'''

'''Scheduled Tasks:'''

'''Scheduled Tasks (Grid):'''

'''Shipment (Detail):'''

'''Shipment (Summery):'''

'''Task Aging:'''

'''Task Calendar:'''

'''Task List:'''

'''Task (Module Page):'''

'''Tax Lookup:'''

'''Title Bar:'''

'''View Log:'''


=====Enterprise Functions===== [anchor|#enterprise]



=====Report Functions===== [anchor|#report]

=====Web Publishing Functions===== [anchor|#web]

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Meta Description:
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Report UDF's Filters