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| Customising Analytics The Analytics module provides you with the ability to easily retrieve statistics for your business in a printable view . Analytics consist and consists of Dashboards and Reports. |
Dashboards
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Reports
CRM.COM Software offers you the ability to create Custom Reports for you, and then upload them in the system through an Integrated Upload Utility. Custom Reports are created according to your business requirements, have the format you need and display the results in the way you require. The uploaded reports will be available for the users of the Software in the special location for Custom Reports. In order to create custom reports, you must be aware of and use the iReport tool and definitely have experience with Java (Object Oriented Programming Language) and SQL (Structured Query Language). Assuming that you are aware of the previous requirements, you can construct your own Custom Report. After creating the custom report (crxml file only or crxml&jrxml files), this can be uploaded to the application and set ready for use, downloaded from the system to be modified and/or deleted.
Example
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| theme | Eclipse |
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| language | xml |
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| title | .crxml |
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| <config>
<name>PaymentsByUser</name>
<description>Payments By Users</description>
<defaultgroupby></defaultgroupby>
<dataset></dataset>
<sqlansi>
SELECT p.PAYMENTID,
p.PAYMENTNUM,
p.PAYMENTAMT,
p.PAYMENTCREATEDBYUSERID,
p.PAYMENTCREATEDDATE,
p.PAYMENTAMT,
users.USERNAME,
pm.PAYMETHODNAME,
v.VOUCHERNUM,
v.VOUCHEREXPIRATIONDATE,
s.SUBNUM
FROM PAYMENTS p
INNER JOIN USERS ON USERS.USERID = p.PAYMENTCREATEDBYUSERID AND USERS.USERDELETED = 0
INNER JOIN PAYMENTMETHODS pm ON pm.PAYMETHODID = p.PAYMETHODID AND pm.PAYMETHODDELETED = 0
INNER JOIN VOUCHERS v on v.VOUCHERID = p.VOUCHERID AND v.VOUCHERDELETED = 0
INNER JOIN ACCOUNTSRECEIVABLE acr on acr.ACCRECID = p.ACCRECID AND acr.ACCRECDELETED = 0
INNER JOIN SUBSCRIPTIONS s on s.ACCRECID = acr.ACCRECID AND s.SUBDELETED = 0
ORDER BY p.PAYMENTCREATEDDATE,
users.USERNAME,
p.PAYMENTCREATEDBYUSERID,
p.PAYMETHODID
</sqlansi>
<copysqltosubreports>true</copysqltosubreports>
<hql></hql>
<criterialist>
<criteria>
<ordernum>1</ordernum>
<criteriatype>0</criteriatype>
<label>User Name</label>
<entitytablename>users</entitytablename>
<entityfieldname>USERNAME</entityfieldname>
<fieldtype>ftXString</fieldtype>
<fieldsize>32</fieldsize>
<displaytable>USERS</displaytable>
<displaylabel>Person Name</displaylabel>
<displayfield>UserPersonName</displayfield>
<sourcealias>UserName</sourcealias>
<displayalias>UserPersonName</displayalias>
<datasetname>users.load</datasetname>
</criteria>
<criteria>
<ordernum>2</ordernum>
<criteriatype>0</criteriatype>
<label>Creation Date</label>
<entitytablename>p</entitytablename>
<entityfieldname>PAYMENTCREATEDDATE</entityfieldname>
<fieldtype>ftXdatetime</fieldtype>
<fieldsize>32</fieldsize>
</criteria>
<criteria>
<ordernum>3</ordernum>
<criteriatype>0</criteriatype>
<label>Payment Method</label>
<extralabel>Payment Method</extralabel>
<tooltip></tooltip>
<hibernatefield></hibernatefield>
<entitytablename>p</entitytablename>
<entityfieldname>paymethodid</entityfieldname>
<displaytable>Payments</displaytable>
<displaylabel></displaylabel>
<displayfield>paymethodname</displayfield>
<fieldtype>ftXString</fieldtype>
<fieldsize>32</fieldsize>
<sourcealias>paymethodid</sourcealias>
<displayalias>paymethodname</displayalias>
<datasetname>financialtransactions.loadpaymentmethods</datasetname>
<treename></treename>
<multiselect>1</multiselect>
</criteria>
</criterialist>
</config>
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What does this section cover? | Child pages (Children Display) |
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