1. Reports

1.1 Multi-Time Zone Analysis in Reports

• For enterprises with multi-time zone enabled and BI testing multi-time zone analysis capabilities, newly created reports will display data based on the creator’s personal time zone by default.
• Users can switch the report’s time zone. After switching, the report will display data according to the specified time zone.

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1.2 Case Study 1

ShareCRM has three global branches: Beijing Dept., New York Dept., and London Dept. Each branch manager needs to view and analyze the number of Sales Orders and order amounts for November 2022.

Step 1: Create a new report, select the [International Sales Order] object, set order submission time to “This Month,” and select ShareCRM Beijing Dept. as the assigned department. Add the fields “Assigned Dept.,” “Order ID,” and “Order Amount.” Set the time zone to UTC+8.

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Step 2: Group by “Assigned Dept.” first. Then configure aggregation methods for fields: set “Count” for Order ID and “Sum” for Order Amount. This displays the monthly order count and total amount for Beijing Dept.

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For New York Dept. managers to view their data, simply change the assigned department to ShareCRM New York Dept. and select UTC-5 as the time zone. The same applies to London Dept.

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1.3 Business Time Zone Analysis in Reports

• When an object field’s Attribute is set to “Non-Time Zone Sensitive,” the data won’t change when switching time zones.

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1.4 Case Study 2

ShareCRM has three global branches: Beijing Dept., New York Dept., and London Dept. The headquarters in Beijing needs to view all branches’ order counts and amounts for November 2022.

Step 1: Set the “Order Payment Time” field Attribute to “Non-Time Zone Sensitive” (unmodifiable once set). This means the field will always display the actual business time zone. For example, a UTC-5 record showing “11/11/2022 15:30” will display the same time in all time zones, defined as [Business Time Zone].

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Step 2: Create a new report, select [International Sales Order], set order payment time to “This Month,” and select all three branches as assigned departments. Add fields “Assigned Dept.,” “Order ID,” and “Order Amount.” Set time zone to [Business Time Zone].

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Step 3: Group by “Assigned Dept.,” then configure aggregations: “Count” for Order ID and “Sum” for Order Amount to view all branches’ monthly data.

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2. Charts

2.1 Multi-Time Zone Analysis in Charts

• When creating metrics using time zone-sensitive date/datetime fields as aggregation dates, you can customize the aggregation time zone. Metrics will display data based on the custom time zone.
• Charts default to the viewer’s personal time zone but can select metrics with matching aggregation time zones.

2.2 Case Study 3

ShareCRM’s three branch managers need to analyze November 2022 order data.

Step 1: Create metric [Beijing Orders] by counting unique [Order IDs] from [International Sales Orders] aggregated by [Order Submission Time] in UTC+8. Create similar metrics for other branches using their respective time zones.

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Step 2: Create chart with dimensions: Assigned Dept. and Owner; metrics: Beijing Order Amount and Beijing Order Count. Set order submission time to “This Month” and assigned department to ShareCRM Beijing Dept. (UTC+8). Note: Only metrics with matching aggregation time zones, no aggregation date, or non-time zone sensitive metrics are visible.

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For New York Dept., switch chart time zone to UTC-5 (clearing all metrics), then add UTC-5 aggregated metrics. London follows the same process.

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2.3 Business Time Zone Analysis in Charts

• When creating metrics using non-time zone sensitive datetime fields as aggregation dates, the only available time zone is [Business Time Zone], displaying data based on actual transaction times.
• Charts can switch to [Business Time Zone] to analyze corresponding metrics.

2.4 Case Study 4

ShareCRM headquarters needs consolidated November 2022 order data from all branches.

Step 1: Create metric [Order Count] by counting unique [Order IDs] from [International Sales Orders] aggregated by [Order Payment Time] in Business Time Zone. When using non-time zone sensitive fields, aggregation automatically uses Business Time Zone.

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Step 2: Create chart with [Business Time Zone], showing only non-time zone sensitive metrics. Add dimension “Assigned Dept.” and metrics “Order Count” and “Order Amount.” Set order payment time to “This Month” and include all three branches to view consolidated data.

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