One of the best features of FreeAgent is the ability to create reports by exporting your data as a CSV or PDF.
You can export all your contacts, accounts, opportunities, or custom apps' records on a single file (one file per app) or customize the information that the CSV file will include. It is especially important to do so if you are using custom fields and would like to add them to the export CSV.
There are multiple ways that you can customize and organize your data to meet your needs before creating a report. This article will show you the many ways you can do so.
If you would like to learn more about exporting data and scheduling reports, see the following articles:
User Permissions: Only Administrator users can use this feature.
In this tutorial, we will cover the following topics:
- Creating Calculations in List View
- Use Filters to Organize Your Data
- Access Reference Field Properties Using Dot Walking
Creating Calculations in List View
You can easily create calculations for number-based fields when in list view. Simply hover your cursor over the column heading and you'll see a calculator icon appear. Click on the icon to get a number of different options.
- Count: provides a total number of all field entries.
- Average: gives an average of all values in the selected column.
- Max: will display the largest value in the selected column.
- Min: will display the smallest value in the selected column.
- Sum: provides the total of all values in the selected column.
- None: this will remove any previously selected calculation from the column header.
In the example below I wanted to get an average for the quotes that had been sent out. Once I selected "average" from the menu the result shows up in the column title.
You can perform these simple in-line calculations with any number field. Here's another example from a Ticketing app. This one has a field for calculating the ticket cycle time, or how long it takes from creation to the completion of the ticket. I asked FreeAgent to show me the maximum number from all of the records.
Use Filters to Organize your Data
Apply filters, use the sorting options, group your data and create useful calculations to improve your record productivity. You can combine all these options to create personalized views that you can then use to create powerful dashboards and custom reports.
To learn more about Filters see the following article:
Access Reference Filed Properties Using Dot Walking
See the following article for using Dot Walking to further customize your views and reports.