Create and View Cross Reports

1. Creating a Cross-Tab Report

• To create a cross-tab report, navigate to New Report, select a blank template, and switch the report type to Cross-Tab Report. First, choose the Primary Object, and the system will automatically display its related objects for further customization.

• Cross-tab reports support both row and column grouping. Column groups appear on the left side of the data table, while row groups are displayed at the top. The intersection of rows and columns allows for various aggregation calculations, such as count, sum, average, maximum, and minimum.

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2. Editing a Cross-Tab Report

• The following scenarios illustrate how cross-tab reports can aggregate data from multiple dimensions:

  Scenario 1: Analyze departmental sales performance by quarter for 2022
  - Row Field: Primary Dept.
  - Column Field: Order Date (Quarterly)
  - Aggregation Field: Sales Order Amount (Sum in USD)

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Scenario 2: Track quarterly and monthly sales by employee and Account
- Row Fields: Owner, Account Name
- Column Groups: Order Date (Quarterly), Order Date (Monthly)
- Aggregation Field: Sales Order Amount (Sum in USD)

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Scenario 3: Analyze annual quarterly sales by Account with additional Attributes
- Row Group: Account Name
- Column Group: Order Date (Quarterly)
- Aggregation Field: Sales Order Amount (Sum in USD)
- Attribute Dimensions: Province, City, District, Account Tier
- Note: When a row group includes a Primary Attribute field, dragging other fields to the row group defaults them as attribute columns. Use the “Group” option to convert them to groups. Primary Attribute fields cannot be demoted to attribute columns.

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Scenario 4: Multi-timezone support: Analyze August 2022 sales by department in GMT+8
- Row Group: Assigned Dept.
- Column Group: Owner
- Aggregation Field: Order Amount (Sum in USD)
- Timezone: GMT+8
- Note: Cross-tab reports allow timezone switching during editing. When GMT+8 is selected, data reflects that timezone. If “Business Timezone” is chosen for the Order Date field, data displays in the actual timezone of the transaction (GMT+8 in this case).

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• Key Features:

  • Supports up to 5 row/column groups and 5 aggregation columns.

  • Date/datetime fields can be grouped by year, quarter, month, or day.

  • Displays row/column subtotals and grand totals (configurable visibility and positioning).

  • Click aggregation values to view details.

  • Supports sorting, filtering, forwarding, exporting, posting, and subscriptions.

  • For styling options, refer to Standard Reports.

3. Viewing a Cross-Tab Report

• Report Layout:

  • Scenario Tabs: Switch between predefined scenarios.

  • Header Area: Sort row/column groups or apply filters.

  • Data Scope: Modify preset filters and adjust visibility.

  • Data Display Area:

    • Grouping Area: Merged cells for hierarchical grouping.

    • Aggregation Area: Row-based statistical data.

    • Subtotal Area: Layer-by-layer calculations.

    • Grand Total Area: Comprehensive row/column totals.

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3.1 Freezing Columns in Cross-Tab Reports

• Grouping fields are frozen by default; aggregation fields do not support freezing.

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3.2 Dept. Field Display and Drill-Down

Different Dept. field types exhibit distinct behaviors in cross-tab reports:

• Primary Dept.: When used as a group, displays aggregated data. Click to drill down to lower levels (e.g., individual owners).

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• Primary Dept. + Owner: Displays as a flat list without drill-down.

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• Assigned Dept. and Custom Depts.: Flat list only; no drill-down.

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For details on scenario filtering, data scoping, sorting, CRM linking, and timezone switching, see Standard Reports.