Published at: 2025-10-30

How to Use Reports

I. Object-Oriented Explanation

1.1 What is Object-Oriented Logging?

Provides standard PaaS object capabilities for collaborative business processes, addressing complex scenarios where customer workflows integrate with CRM operations.

1.2 How to Identify Object-Oriented Reports

If the [Save Draft] button appears when publishing a report, it is object-oriented.
To request object-oriented conversion, apply for the [Report Object-Oriented] beta feature to upgrade standard reports.

II. Non-Object-Oriented Reports

2.1 How to Create Reports

Entry Point: Only available in Feeds.

Navigate to [Feeds] and click [Report]. The default record type is [Daily Plan].
For sections like Today’s Summary, Tomorrow’s Plan, and Work Insights, rich text formatting follows v1.0 styling. To upgrade to v2.0, apply for the [Report Object-Oriented] beta, then request the [Collaborative Rich Text 2.0] beta.

Note: Reports have strict submission windows (no early or late submissions).
Example: If “Late Submission” is disabled for daily reports, users cannot submit reports for previous days. Attempting early submission triggers the error: “Early submission is not allowed.”

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Feeds - Report

Record Types & Layouts: For non-object-oriented reports, admins must configure new record types or templates in:
Admin Console > Feeds Management > Report Management > Report Template Management.

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Admin Console - Feeds Management - Report Management

Example: For Daily Plan, admins can preset template content, mandatory fields, fixed reviewers, and minimum Cc recipients.

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Admin Console - Feeds Management - Report Management - Daily Plan - Edit

To create custom record types, enable [Form Settings] to design custom fields.

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Admin Console - Feeds Management - Report Management - New Report - Enable Form Settings

2.2 How to View Reports

Data Scope: Users see reports they created or those where they are Cc’d, @mentioned, or assigned as reviewers/recipients.

2.3 How to Delete Reports

Non-object-oriented reports can be deleted within 24 hours if unreviewed. Reviewed reports require deletion by a Feeds admin via Admin Console > Data Deletion Tool.
Tip: Check for the [Save Draft] button to confirm object-oriented status.

III. Object-Oriented Reports

Object-oriented reports support creation in both [Feeds] and [Platform Apps] (e.g., CRM).

3.1 Feeds Entry

3.1.1 How to Create Reports

Entry Point: Click [Report] in [Feeds] and select a record type to access its layout.

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Record Types & Layouts: Object-oriented reports require a two-step setup:
1. Step 1: Create a record type (e.g., Work Summary) under Preset Objects > Reports > Record Types, then assign it to roles and layouts. The [All Employees] role covers the entire company and must include at least one record type.

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Reports - Record Types - New - Work Summary

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Assign Record Type - All Employees

Step 2: Configure scope, frequency, and other details in Report Management > Report Template Management.

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Admin Console - Feeds Management - Report Management

3.1.2 How to View Reports

Data Scope: Users see reports they created or those where they are Cc’d, @mentioned, or assigned as recipients/reviewers.
Layout: Before clicking [Show More], the layout follows Mobile Summary Layout; after, it switches to Detail Page Layout.
Read Status: Apply for the [Report Read Status] beta to track read/unread status.

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Feeds - Report - Read Status

3.1.3 How to Edit Reports (Object-Oriented Only)

Only creators can edit unreviewed reports.
To enable post-review edits, apply for the [Post-Review Editing] beta.

3.1.4 How to Delete/Void Reports

Unreviewed reports can be voided. Reviewed reports require deletion by a Feeds admin via Admin Console > Data Deletion Tool.
Note:
1. Check for the [Save Draft] button to confirm object-oriented status.
2. Admins with [Recycle Bin] permissions can restore voided reports.

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Admin Console - Data Maintenance Tool - Recycle Bin

3.2 Report List & Detail Pages

3.2.1 How to Create Reports

Click [New] on the report list page. The record type and layout logic match the Feeds entry.

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CRM - Reports - New

3.2.2 How to Search Reports

Time-based searches use string values:
- Daily Plan (e.g., 04/01/2024 stores as 20240401).
- Weekly Plan (e.g., 04/01–04/07 stores as the Thursday date 20240404).
- Monthly Plan (e.g., April 2024 stores as 202404).

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CRM - Reports - Search

3.2.3 How to Filter Reports

Use [Report Start Date] for time-range filters (time fields are stored as text).

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CRM - Reports - More - Export - Excel Print Template

3.2.4 How to Export Reports

Batch export from the list page. Apply for the [Export with Print Template] beta to use Excel templates.

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CRM - Reports - More - Export - Excel Print Template

3.2.5 How to View Reports

Data Scope: Determined by report object permissions.
Functional Permissions: Configured in Admin Console > Role-Based Permissions.

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Data Permissions - Sales Records

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Functional Permissions - Sales Records

3.3 Follow-Up Activity Entry

View-Only: Reports appear here only if linked to CRM data. Permissions combine Feed rules (@mentions, Cc, receipts) and follow-up object permissions.
Note: Independent of report object permissions. For details, see How to Use Sales Records.

IV. Report Rules

4.1 Receipt Rules

Receipts: Add colleagues to confirm report receipt.
Hide the receipt field by applying the [Hide Receipt Field] beta (requires object-oriented reports).

4.2 Cc Rules

Cc: Add colleagues/departments to share reports.
Minimum Cc: Admins can set mandatory recipients in Report Management.
Hide the Cc field via the [Hide Cc Field] beta (applies to reports and sales records).

4.3 Reviewer Rules

Reviewers: Assign during report creation. Batch reviews cap at 400 reports.
- Disable batch reviews via the [Disable Batch Review] beta.
- Apply the [Multi-Reviewer/No Reviewer] beta to:
  - Make reviewers optional.
  - Allow up to 10 reviewers.
  - Hide the reviewer field.

Rating Scale:

1: Severe criticism

2: Unacceptable

3: Meets expectations

4: Exceeds expectations

5: Outstanding

Default: 3. Custom text overrides preset ratings.

Edits Post-Review: Apply the [Post-Review Editing] beta to enable edits.
Reviewers notify creators via Chats.

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Report Management

4.4 Submission Rules

Start Time: If “Late Submission” is disabled, historical reports cannot be submitted.
Deadline: Daily reports can set a 24-hour window (e.g., submit by the next day).
Reminders: Schedule reminders (e.g., n hours before deadlines).
Late Submission: Enable to allow late submissions (marked as Late).

V. Report Analytics

5.1 Export Reports

Export data directly from the report list page.

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CRM - Reports - Multi-Select - Export - Generate Excel

5.2 Report Analytics

Two methods: BI Reports (custom) or Prebuilt Reports (via Report Query Statistics).

5.2.1 BI Reports

Steps:
1. Enable Statistics in Report Template Management.

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Admin Console - Report Template Management - Edit - Statistics

In CRM, go to [Reports] > New Chart, and select a Personnel-based template.

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CRM - Reports - New Chart

Configure Metrics:
- Dimensions: E.g., Department, Employee Name.
- Metrics: On-Time Submissions, Late Submissions, Total Submissions, Expected Submissions.

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Chart Configuration

Save & Share: Set viewing permissions, export, or subscribe for automated alerts.

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Save Chart

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Export & Subscribe

5.2.2 Report Query Statistics

Report Admins can export analytics via [Report Query Statistics] (apply for beta access).

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Admin Console - Report Management - Report Query Statistics

Submit Feedback

Work Log FAQs

Work Report Configuration