FranConnect includes several preconfigured CRM reports. However, sometimes additional information is needed or you may prefer to add custom fields under:
Admin > CRM > Manage Form Generator.
When adding new fields in the Form Generator, by default, it will be Exportable, Searchable and Reportable using the Custom Reports.Add new fields under Manager Form Generator.
Click Save.
There are two types of custom reports, Tabular Reports and Aggregation Reports found under:
CRM > Reports > Create New Custom Report for Leads or Contacts.CRM > Reports > Custom Reports.
The Tabular reports are much like a simple spreadsheet. The report contains only the values of selected fields such as Date, First Name, Last Name, Owner, State, Country etc.
Aggregation Reports contain grouped values such as the number of contacts (group) from a particular source. The report will include various Charts as shown below.Chart selections: Type and View.
Perhaps you want to know the number of leads that came from each of the sources filtered by Franchisee and date. Go to:
CRM > Reports > Custom Reports > Report Wizard > Aggregation Report.Select Leads and Aggregation Report:
- Enter the Report Name: Leads by Source.
- Accessibility: Public to All Users.
- Chart Type: Horizontal.
- Chart View: 3D.
- Description: Leads by Source per Franchisee.
- Click NEXT.- Add a New Filter: this is the criteria normally seen at the top of reports. Common filters are timeframe, owner, status, status, etc. In our example, we select Add Date and Franchise ID.
- Select Add Date as shown below and click GO.
- Select Franchise ID and click GO.CRM > Reports > Custom Reports > Add Report.
Don’t worry about the filter order or if you need to add/remove more filters later. The move icon will allow the user to reorder the filters. The delete icon will remove the filters.
Then click Next.
CRM> Reports > Custom Reports > Add Report.Select field to group by: Select Lead Source Details. In our example, we group by the number of leads broken out by Lead Source Details.
Then click Next.
CRM > Reports > Custom Reports > Add Report.
Add a Summary for Display: Select Lead Details > Count. We grouped by the number of leads broken out by Lead Source Details. So, the number of leads would be the count and we know each lead’s information is entered in the Lead Details section.
Note: You can add more than one summary for display.
Then click Next.
Click Save and you are done.
CRM > Reports > Custom Reports > Add Report.
To run the report, simply click the report name under CRM > Reports > Custom Reports.
Notice one can modify the report by clicking the Gear icon to the right.
CRM > Reports > Custom Reports.Once in the report, you can adjust the filters as preferred.
Top of the report containing filters or search by criteria.
Last, click View Report which displays the report including the 3D Horizontal Chart.
Note: The report can be exported to Excel and Printed to include the graph. Reports can be viewable to all users, Public or Private or Role based by selecting Groups then selecting the Roles as shown below.