Prerequisite for using the more advanced Report features is knowledge and abilities in the Standard Reporting — please read this article.
- Reports are based on the data that your team has already entered into Pipeliner.
- Reports are dynamic which means that as you change information in Pipeliner, the report updates with the latest information.
- Every Pipeliner user can create their own reports or reports to share with others if they have access to Management Reports. However, the only data a person can see in the report is the information they have the rights to see based on how they were set up by the Admin.
This article shows some of the more advanced options that you can choose when creating and editing your reports.
Click on the “Reports” menu:
How to Create a New Standard Report with Multiple Entities
Select the “Create New“ button:
Name the Report (this can be changed later); select "Standard Table" from the Report Type drop-down and choose the entity this report will mostly be focused on:
How to ensure you’re seeing all data
Click on "Report Settings" and the "Role" tab. Make sure all options are ticked to make sure that the report includes all data (not just records that you own):
How to Select the Columns for the Report
The Report Settings allow you to select the columns you would like to see even if the fields you would like to select from are contained in another entity type (with some exceptions).
For example, although I chose the Opportunity Entity to base the report on, I will be able to also select fields from the Account Entity, and/or the Primary Contact Entity, and even fields from the Last Finished Activity or the Next Scheduled Activity.
In this example we will select the Opportunity Name and owner, Primary Account Name, and information related to the activities.
Make sure you’re on the "View" tab. You can simply type the name of the field that you want to add to your Report or you can click the "Choose" button within the Options dialog box on the right. If you select Choose, pick the columns you would like to see in the report by moving them into the Displayed columns section on the right by using the “+” symbol next to the column name.
If there are any columns you do not want to see in the report us the ”-” symbol next to the name of the column in the list in the View tab or in the Displayed columns section.
How to reorder the Columns in a Report
The easiest way to reorder where the columns reside in the report is to click and drag them while in the report (alternatively you could use the up and down triangles while choosing the columns):
Quick Alphanumeric Sorting
To sort the column’s data in alphabetical or numerical order, or reverse alphabetical or numerical order, click the title of the column. In this Example I will sort by the Status.
NOTE: This will override the sorting that was requested previously i.e. Sort by Account Name.
Modifying the Report in Detail
Click on "Report Settings" to modify your report:
Grouping and Sorting
Use the Report Settings button, scroll down to the Group By section. In our example below, I’d like to see the Opportunities grouped by the owner. Within each grouping, I’d like to sort the list by the Account Name.
To eliminate a selection, mouse over it and click the minus "–" sign:
Use the drop-down lists to make your selections:
To ensure while you move around your report that you can always keep sight of the row or column heading that you are in, use the Freeze Panes tool.
In the Power Panel’s View tab, scroll down and select the drop-down next to Freeze Panes.
In this example we will select "First row and column":
Now scrolling to the right allows me to view information in the report without losing sight of the titles of the rows.
In order to see all the columns use the scroll bar at the bottom of the screen (or follow the above directions on Freezing Panes).
Color Coding Columns
You can even use color coding to highlight important columns within your report. Highlight a column and click on the "Pen" symbol on the far right and select a color:
Analyzing Your Report
Pipeliner’s data and report presentation provides easy access to the type of information you are seeking.
In the example shown below, the report shows Opportunities grouped by their Owner (sales person).
Within each owner’s section is the Name of the Opportunities they have, the expected closing dates, the Status (such as Open, Lost or if they have been Won already), and how many activities are related to it that are In Progress, Completed, Overdue, or Not Started yet.
If you have included numbers or currency values within your report, the Grand Total section will show you:
- A sum of the Total Value of deals (Opportunities) that are Open, Lost or Won and an average value for all Opportunities included in the report.
- A sum of the Total Number of Activities (by status i.e. completed, in progress, or not started) for each Opportunity as well as an average for each.
As well as the Grand Total, if you’ve included Grouping within your report, each section will show you:
- the Total numbers of activities by status that the sales person has with each of their Opportunities (as well as the average number per Opportunity).
- Total Number of deals of each Status (Opportunities that are Open, Lost or Won for each Owner — Sales Person).
- A sum of the Total Value of deals (Opportunities) that for each Owner and an average value for the Opportunities included in that group.
Use the Scroll bar at the bottom of the page to see more columns. To ensure you know exactly what columns and row titles you are looking at, use the Freeze Panes tool explained above.
Dynamic Click Through to the Data
Click on any line in your report to click right through to the detail page of the primary entity:
This interactive way to utilize a Pipeliner report will always keep you close to any of the details you’d like to see:
From the detail page of the Opportunity, I’d like to see what those activities were that were in the report. Click on the "Activities Menu":
Click on any one of the "Activity" line items to drill down even more.
Sharing Your Report
Once you create a Report, no one else can see it unless you share it with them.
Sharing a report with other sales managers can be helpful when having a meeting with them or the executive members of your company.
Sharing a report with one of the members of your sales team can be helpful when having a one-one-one meeting with them. Filtering this report so that it is only data related to the one Person and the things that they are the owner of, would be be helpful in this situation.
To share a Report, click the "Report Settings" in the upper right of the Report. Select the "drop-down" next to Private and select the Custom option to share it with specific Pipeliner users on your team, or Public to share the Report with all Pipeliner users who have access to Management Reports:
How to export your Report
Click on the "Export" button to export your report data:
You’re generally going to want your full report output to Excel as shown below:
Your report will show in the Downloads area in your browser and you can click to open it from there:
NOTE: you will need to have been granted Export rights by your Administrator. If your role does not support Exporting, this will not work for you.