Create a standard report

Before you begin

[!IMPORTANT] Confirm that you have the corresponding BI page access permissions. Operations that involve creating, editing, or managing also require the corresponding management permissions.

Create a standard report

Select from a preset template

• Template description: All reports are based on a business subject area. For example, “Customer Analysis” focuses on analyzing customers, and includes statistical reports such as new Account Quantity statistics, Account Source statistics, and statistics by customer level.
• Report template usage: When you click Create Report, the system navigates to the preset report templates. You select a subject area and a report template based on your business scenario to create the report.
• Create all reports: This creates a copy of every report based on the system’s latest report templates. If a report category already exists, creation fails. When you add the ShareCRM application, the system creates all reports for the enterprise based on the preset templates by default—that is, the report categories and reports you see the first time you enter the Reports menu. This means you do not need to perform this operation again.

Create from a blank template

• After selecting the required objects, click Confirm to enter the report design page, where you can drag fields, set data ranges, and design the report as needed.

Edit a standard report

Report design

• Designer layout:
  • Left: Available-fields area, which varies by selected template. Fields can be dragged to the right side.
  • Top right: Data range settings area, used to set filter conditions for the report.
  • Middle right:
    • Scenario: Filter scenarios (consistent with the preset scenarios of the corresponding CRM object). You can specify the default scenario for the report.
    • Calculated column: Performs calculations on numeric fields in the report.
  • Bottom right: Report sample layout area, which uses a few rows of data to show the layout (click Preview to view all data).
    • Click a header to rename a field, or configure grouping, aggregation, or sorting.
• Field supplements in the report:
  • Available report fields include preset and custom fields on each business object.
  • Currently supported synced field types: custom fields (character, date, numeric, component), flexible types (calculated fields, Roll-Up Summary fields, reference fields), system preset fields (life status, primary attribute, creator, and so on), and special scenarios (multi-association, self-association, tree hierarchy, and so on). Among these, image fields are converted to image count in BI for statistics; attachment fields are not yet supported for display. They will be supported in the future, also converted to attachment count.
  • Field types that BI does not support displaying in reports: signature type.
  • Custom fields can sync in real time.

Field selection

• Field source: When you create a report, the system asks you to select a subject area. Each subject area has preset and custom report fields available.
• Sorting: All available fields in the field list are sorted alphabetically A–Z.
• Adding fields to the report: Drag to add. New fields are inserted to the right of the column where the cursor is located.

• Removing fields from the report:
  • Option 1: Use the header dropdown → Delete Column.
  • Option 2: Drag the field to the field list area. A confirmation dialog appears; click OK to delete.

• Reordering fields in the report: Drag to reorder. The field moves to the right of the column where the cursor is located.
• Searching for fields: In the available-fields area on the left, you can filter by field type or enter a keyword for a fuzzy search.

Field settings

• Grouping: Configure from the header dropdown. After grouping, values are merged for display.
  • When there are multiple groupings, the one set later becomes the next-level grouping by default. You can drag column headers to adjust.
  • Note: Up to five levels of grouping are supported.

• Merge: When a report analyzes both the one-side and many-side objects at the same time, the one-side data is displayed repeatedly because the many-side data has multiple rows. In this case, while editing the report, select Merge from the dropdown on the one-side primary attribute so the same record can be merged for display, making the table clearer and easier to read (similar to merging cells in Excel).

• Example: When analyzing customers and orders together, a customer with multiple orders is displayed repeatedly. Similarly, when an order has multiple order products, the order is displayed repeatedly. When configuring the report, you can select Merge from the Account Name dropdown so the same customer’s field data is merged into a single cell. Likewise, select Merge from the order number dropdown on the order so the same order is merged into a single row.

• Grouping and merge are two similar field-processing methods. Their differences and relationships are as follows:

• Aggregation: Configure from the header dropdown. Aggregation is performed level by level based on grouping.

• The available aggregation methods vary by field type.

• Sorting:
  • Use the header dropdown to set ascending, descending, or cancel sorting.
  • Click a header directly to quickly toggle ascending/descending.
  • Note: Grouped fields do not support canceling sort; ascending is the default.

• Rename header display:
  • Modify the header field name.
  • Show the object name.

• Add a calculated column:
  • After a calculated column is added, it is displayed at the front of the detail columns by default. It can be dragged among detail columns but not into grouping columns.
  • Each calculated column can include at most 5 numeric fields from report objects.
  • When adding a calculated column, you can customize how totals/subtotals are calculated, including by formula or by summing detail rows.
  • An added calculated column can be further summed.
  • When adding a calculated column, mixed operations +, -, *, /, (), and || are supported.
  • Note: Calculated columns support same-type difference calculations for date and Date Time fields.

• Configure number formatting:
  • Number formatting for detail fields: When the selected field is numeric, fields dragged into the report editing area support number formatting. Options include default (thousands separator), numeric, percentage (%), and duration. You can also customize the metric tooltip display style, including detail value and formatted value.
  • Number formatting for Roll-Up Summary fields: When you set an aggregation method for a detail field in the report, you can configure the field’s number format at the same time. This mainly covers number formatting for the aggregated values of text, numeric, and date detail fields, including default (thousands separator), numeric, percentage (%), and duration. You can also customize the metric tooltip display style, including detail value and formatted value.

Filter scenarios

• BI preconfigures filter scenarios for each chart. You can specify which scenario tab is used as the default when viewing the report.

Data range

• The data range editing area is used to specify filter conditions for the report.
  • Condition fields can be dragged from the available-fields area on the left or from the report header.
  • The comparison operators available for a condition depend on the field type.
  • Locked conditions cannot be modified when viewing the report.
  • Added conditions can be configured as exposed or not.

[!NOTE]

Appearance and layout

• Subtotal label: By default, the subtotal label is not displayed. When checked, reports with statistics display the subtotal label.
• Horizontal total: Checked and displayed at the bottom by default. You can switch it to display at the top or uncheck it.
• Horizontal subtotal: Checked and displayed at the bottom by default. You can switch it to display at the top or uncheck it (the effect is the same as “Horizontal total”).
  • When “Show subtotal label” is not checked, the “Subtotal label” configuration is unavailable.
  • Horizontal subtotal grouping settings: You can customize whether the subtotal row for a specific grouping is visible, as shown below.
• Column width: Fills the page adaptively by default. You can switch it to not fill the page, and it supports custom column width input.

• Row height: Comfortable by default. Can be switched to compact.

• Header display: Settings for the table header. The default can be switched to wrap display or auto truncate.

• Default: Same as the current report display logic. The content is displayed according to the overall table width. When content exceeds the table width, “…” is displayed.

• Wrap display: Displayed according to the overall table width. When content exceeds the table width, it wraps to additional lines.

• Auto truncate: Displayed according to the overall table width. When content exceeds the table width, the overflow is automatically truncated and not displayed.

• Body display follows the same configuration as the header. See [Header display].

• Table theme: Settings for the overall table display style. You can configure whether to show separators, zebra stripes, and vertical separators. Separators and zebra stripes are shown by default, and vertical separators are shown when both are checked.
  • Separators and zebra stripes: Both separators and zebra stripes are displayed.
  • Separators: Only separators are displayed.
  • Zebra stripes: Only zebra stripes are displayed.
  • Vertical separators: When separators are displayed, you can further set whether to show vertical separators. When zebra stripes are configured, vertical separators are not displayed.

• Font size: 12 by default. Can be switched to 13, 14, 15, or 16.

• Row numbering: Supports row numbering based on grouping, merge, or detail fields.

Time zone filtering

• If the enterprise has enabled the multi-time-zone feature, time zone filtering is supported when editing a report. After you select a time zone, the report displays and aggregates data in the selected time zone. If the user selects [Business Event Time Zone], data is displayed in the time zone where the business event actually occurred.

Modify object relationships

• Reports support modifying object relationships in the editing state. Users can replace the object that needs to be changed.
  • Applicable roles: report administrator, CRM administrator, and regular users with chart editing permission and object permission.

Expected results and verification

Related topics

• Create a crosstab report
• View and use reports