Reports Help

SkyDesk Reports Advanced Analytics Add-on for SkyDesk CRM

Introduction

The SkyDesk Reports Advanced Analytics Add-on for SkyDesk CRM allows you to better analyze your SkyDesk CRM data. Its intuitive drag-and-drop interface allows you to easily create reports and dashboards. Sales and Marketing personnel can 'slice and dice' their SkyDesk CRM data and take informed business decisions.

General

1. What is SkyDesk Reports?
2. What is the SkyDesk Reports Advanced Analytics/Reporting add-on for SkyDesk CRM and how does it work?
3. Who can subscribe to the SkyDesk Reports add-on?
4. What do I get / What is the value add I get, when I subscribe to this add-on?
5. How does the SkyDesk Reports add-on for SkyDesk CRM work?
6. What are the default reports & dashboards created by SkyDesk Reports, on setting up this add-on?

Pricing

1. How much does this add-on cost?
2. What do you mean by 'Users' in the (add-on) pricing plan?
3. What do you mean by 'Rows' and how is it calculated in the pricing plan?
4. How do I purchase this add-on?

Setup

1. How do I setup the SkyDesk Reports Add-on in my SkyDesk CRM account?
2. I have subscribed to the SkyDesk Reports add-on but not seeing my SkyDesk CRM data in my SkyDesk Reports account. What's happening? [or] How long should I wait for my SkyDesk CRM data to initially appear in SkyDesk Reports?
3. I got this email which said 'Setup Process Failed'/'Synchronization Process Failed'. What should I do?
4. What are the default fields that will be synchronized in SkyDesk Reports workspace?
5. Can I add custom columns or new fields?
6. Can I edit the SkyDesk CRM-Reports Synchronization setting?
7. Can I Synchronize the SkyDesk CRM-Reports data instantly?
8. How do I access the reports created in SkyDesk Reports?
9. How to create my own reports with this add-on?
10. Who has access to the reports I create?
11. What are the modules in SkyDesk CRM on which I could create reports using this add-on?
12. Will other modules in SkyDesk CRM be supported, for report creation through this add-on & When?
13. On whose account will the SkyDesk Reports add-on be setup?
14. Can I transfer my SkyDesk Reports add-on to another admin account?

Reporting Features

1. What are the report types supported by SkyDesk Reports?
2. What are the default reports & dashboards created by SkyDesk Reports, on setting up this add-on?
3. Can I modify the default reports that have been created by the SkyDesk Reports add-on? If so, how?
4. How do I create reports using SkyDesk Reports with this add-on? [or] What are the reports that I can possibly make using this add-on?
5. How do I create reports using fields/columns across different modules (example Potentials & Accounts etc)?
6. What are 'Formulas' in reports?
7. What are the default formulas added by SkyDesk Reports, on setting up this add-on?
8. How do I create my own custom formulas in SkyDesk Reports?
9. Can I add/modify data in the SkyDesk CRM modules (tables) from within SkyDesk Reports?
10. Can I add new columns to the SkyDesk CRM modules (tables) from within SkyDesk Reports?
11. Can I add new data tables in this workspace to create reports & dashboards?
12. Can I combine data from other sources with the data from SkyDesk CRM to create reports and dashboards?
13. What are Query Tables?
14. Can I join data from multiple tables to create reports?
15. What happens when I rename a module in SkyDesk CRM?

Users, Sharing & Collaboration

1. How do I share the reports in SkyDesk Reports with my colleagues?
2. Why are other members in my organization not able to access the reports created?
3. How can other members in my organization create reports?
4. What are the user roles available in SkyDesk Reports?
5. Why can't other users edit the reports that I have shared to them?
6. Can I share the same report created to multiple users with different criteria associated, so that they see different data?
7. How can I print the reports & dashboards created in SkyDesk Reports?
8. How can I email reports & dashboards created in SkyDesk Reports in a scheduled manner?
9. Into what file formats can I export the reports & dashboards created in SkyDesk Reports and how?
10. Can I embed reports/dashboards as a Web Tab in SkyDesk CRM? If yes how?
11. How do I embed my reports in my intranet, blog or presentation?

Solutions

1. Can I calculate sales Win Rate % and Loss Rate % from potentials/opportunities?
2. Can I create Year-over-Year or Quarter-over-Quarter or Month-over-Month growth reports?
3. Can I create a Sales Pipeline Funnel Chart?
4. Can I create reports to view Average Sales cycle?
5. Can I create Top 5 or Bottom 5 sales person report?
6. How do I create Target (Quota) based reports in SkyDesk Reports?
7. Can I calculate the percentage of potentials won out of the total leads?

Help & Support

1. How do I get technical support on SkyDesk Reports add-on?

General

1. What is SkyDesk Reports?

SkyDesk Reports is an on-demand reporting and business intelligence solution that helps you get new insights on your business information through its powerful and flexible online business intelligence engine. You get powerful reports in minutes, with no IT help. It offers the following important capabilities.

  • Complete Online Reporting & Business Intelligence service accessible anytime and anywhere!
  • Easy to adopt 'Spreadsheet-like' interface for data addition and report creation
  • Powerful drag & drop based reporting features for quick report creation and publishing.
  • Visual Analysis capability for in-depth analysis and to slice & dice your data.
  • Supports Dashboards, Charts, Pivot Tables, Summary and simple Tabular reports
  • Supports data import from variety of file formats including Excel, Open Office, CSV, TSV and HTML. Also supports periodic scheduling of import.
  • Also push data from traditional in-house applications and databases with batch tools or API (application programming interface)
  • Integrated with SkyDesk CRM to provide advanced analytics on sales pipeline data collected in SkyDesk CRM
  • Supports relating data with each other through look-up columns (as you have in a relational database)
  • SQL (Structured Query Language) driven querying for powerful report creation. You could provide your SQL queries written in any of the familiar database dialects, including Oracle, SQL Server, IBM DB2, MySQL, PostgreSQL, Informix and ANSI SQL.
  • Real-time collaboration by sharing data and reports in read or read-write modes with your friends and colleagues. You could also notify reports via email.
  • Export and Print Reports in variety of formats
  • Embed reports within your Websites, Web Applications and Blogs
  • Highly secure through user login with support for HTTPS (SSL connection). All your data and reports are hosted in highly secure datacenters.
  • Web APIs (HTTP based & SkyDesk CloudSQL) to tightly integrate and interact with your business applications
  • Zero maintenance cost & low cost

Also check out the Video on SkyDesk Reports Overview

2. What is the SkyDesk Reports Advanced Analytics add-on for SkyDesk CRM and how does it work?

The SkyDesk Reports Advanced Analytics add-on for SkyDesk CRM brings in all the capabilities of SkyDesk Reports described above to SkyDesk CRM. It comes with the following features/benefits.

  • A full-featured business intelligence (BI) and reporting tool that can slice & dice your SkyDesk CRM data to create any report/dashboard you require
  • Pre-packaged set of 100+ reports and dashboards that anyone using SkyDesk CRM will find great value in
  • Create your own reports and dashboards based on not only your SkyDesk CRM data but also from any other data source (eg., Excel spreadsheets, Google Adwords etc.,) that you would wish to combine with your CRM data
  • Collaboratively work with your colleagues when creating new reports/dashboards on your SkyDesk CRM data
  • Schedule and email your reports whenever your want
  • Export your reports as PDF, Excel, CSV, JPG ... files to your desktop and print them for offline consumption

3. Who can subscribe to the SkyDesk Reports add-on?

All SkyDesk CRM accounts users (Enterprise, Professional, Standard or free editions) can subscribe to this add-on.

For configuring this add-on in your SkyDesk CRM account, you will require administrator permission. If you don't have administrator permission in your SkyDesk CRM account, ask one of your SkyDesk CRM administrators to configure this add-on for you.

4. What do I get / What is the value add I get, when I subscribe to this add-on?

As a SkyDesk CRM users, subscribing to this add-on brings you immense benefits. You get to look at your data in SkyDesk CRM in ways you haven't looked at before. Using this SkyDesk Reports add-on enables you to do powerful analysis of your CRM data and create insightful reports & dashboards. Like say constructing sales funnels, knowing your sales win/loss rate, knowing your Top 5 / Bottom 5 sales persons, predicting how your sales in different regions is going to be in the following months and quarters, and do much more.

SkyDesk Reports' drag-and-drop based reporting is so easy to use that you could create any report or dashboard on your CRM data with no IT help or technical knowledge and share them to your colleagues.

5. How does the SkyDesk Reports add-on for SkyDesk CRM work?

The SkyDesk Reports Advanced Analytics Add-on for SkyDesk CRM works as below.

  • A SkyDesk CRM administrator chooses to configure the SkyDesk Reports add-on in his or her SkyDesk CRM account
  • Selects fields from nineteen of SkyDesk CRM's modules - Accounts, Activities (Events, Calls and tasks), Cases, Contacts, Invoices, Invoice Line Items, Leads, Potentials, Potential Stage History, Price Books, Products, Purchase Orders, Purchase Order Line Items, Quotes, Quote Lines Items, Sales Orders, Sales Order Line Items, Vendors and Custom - to be imported to SkyDesk Reports.
  • The data from his/her SkyDesk CRM account will be imported into his/her corresponding SkyDesk Reports account automatically. Depending on the amount of data in the SkyDesk CRM account, the initial import can take a few minutes to a few hours
  • Then on, the data will be continuously synched between SkyDesk CRM & SkyDesk Reports once a day, at a time the administrator chooses it to happen
  • Along with the data from the seven default modules and custom modules, 100+ insightful reports and dashboards are provided by default
  • The SkyDesk CRM administrator who setup the add-on can share the reports to other CRM users
  • New adhoc reports can be created by the users of the add-on
  • Refer to this slide show to know more about how to setup the SkyDesk Reports add-on.

6. What are the default reports & dashboards created by SkyDesk Reports, on setting up this add-on?

When you setup/configure the SkyDesk Reports add-on, 100+ default reports/dashboards are automatically created. These hand-picked reports will be pretty useful in analyzing your sales performance effectively. For example, sales pipeline report, Top 5 / Bottom 5 sales persons report, Win/Loss % report, sales prediction report etc.

You can quickly review the default reports that would be created from the Sample Workspace listed below:
https://reports.skydesk.jp/ZDBDataSheetView.cc?DBID=2000000709257

For more details about the reports supported for SkyDesk Reports Advanced Analytics Add-on for SkyDesk CRM, refer to Reporting Features section.

Pricing & Trial

1. How much does this add-on cost?

To use the SkyDesk Reports Advanced Analytics Add-on for SkyDesk CRM, you need to purchase the Standard Plan or any plan above it in SkyDesk Reports

2. What do you mean by 'Users' in the (add-on) pricing plan?

Anyone to whom you privately share your workspaces, tables (data), reports and dashboards, created in SkyDesk Reports, for collaboration is considered a "User" in SkyDesk Reports. A user is identified by his/her unique email address, with which their SkyDesk Reports account was created/registered.

Suppose you subscribe to the SkyDesk Reports Standard plan, you can privately share the data/reports in your account and collaborate with 4 other persons. Now your SkyDesk Reports account is said to have 5 users (including yourself).

3. What do you mean by 'Rows' and how is it calculated in the pricing plan?

In SkyDesk Reports, a row or record is defined in the same context as in a workspace (or spreadsheet). In simple terms, a table consists of rows (records) and columns (fields). Each row in a table represents a set of related data and has the same structure. For example, in a table that represents "Contacts", each row would represent a single contact record. The number of rows calculated for pricing, is the sum of all rows/records stored across all your workspace tables in your SkyDesk Reports account.

4. How do I purchase this add-on?

The SkyDesk Reports add-on is available for all users of SkyDesk CRM.

Setup

1. How do I setup the SkyDesk Reports Add-on in my SkyDesk CRM account?

Setting up the SkyDesk Reports add-on is easy. Please follow the below steps:

  1. Login to your SkyDesk CRM account as an 'Administrator'.
  2. Configure the SkyDesk Reports add-on by clicking Setup -> Apps and Add ons -> SkyDesk Apps -> Advanced CRM Analytics
  3. In the Advanced CRM Analytics page, click Configure.
  4. In the SkyDesk Reports Configuration page, do the following:
    1. Select fields from  Accounts, Activities (Events, Calls and tasks) Cases, Contacts, Invoices, Leads, Potentials, Potential Stage History, Price Books, Products, Purchase Orders, Quotes, Sales Orders, Vendors and Custom modules.
    2. Select the custom module and the required fields as needed.
    3. Select the Include Potential Stage History fields checkbox if you also want to add stage history data into the workspace.
    4. Select Include (module name) Line Item fields checkbox if you also want to add  line items data from the inventory modules into SkyDesk Reports. This option will only be available for inventory modules.
    5. Schedule the synchronization time.
    6. Click Save & Sync Now.

Advanced Analytics add-on will be configured in your SkyDesk account. You will receive an email after the data from CRM gets imported into SkyDesk Reports. After the initial data from CRM gets imported into SkyDesk Reports, subsequent changes made will automatically get synchronized into SkyDesk Reports at the scheduled synchronization time.

Refer to the below slide show for instruction with step-by-step instructions.

2. I have subscribed to the SkyDesk Reports add-on but not seeing my SkyDesk CRM data in my SkyDesk Reports account. What's happening? [or] How long should I wait for my SkyDesk CRM data to initially appear in SkyDesk Reports?

After configuring your SkyDesk CRM account, wait for at least one day for all your SkyDesk CRM data to be imported into SkyDesk Reports. You will receive an email when the import/sync is complete and is ready for creating reports over the same.

Once the initial data synchronization is done, subsequent changes you make to your data in SkyDesk CRM (add, modify, delete records) will automatically be synchronized into SkyDesk Reports every day at the scheduled time you have specified during setup.

3. I got this email which said 'Setup Process Failed'/'Synchronization Process Failed'. What should I do?

The daily import/sync process of your SkyDesk CRM data can fail sometimes, due to a variety of reasons. And hence you may receive such mails occasionally. No worries. The SkyDesk Reports team will look into it immediately and get back to you taking the required corrective action.

Setup Process Failed mail will come when there is a failure during the initial SkyDesk CRM - SkyDesk Reports add-on setup.

Synchronization Failed mail will come if there is any failure during the data synchronization process, run daily, between SkyDesk CRM and SkyDesk Reports, after the initial setup & import is completed successfully.

4. What are the default fields that will be synchronized from SkyDesk CRM into SkyDesk Reports Workspace?

SkyDesk CRM data from the following fields will be synchronized by default into SkyDesk Reports. You can also include additional columns/fileds to synchronize from SkyDesk CRM to SkyDesk Reports as described in the question below.

Module Fields
Accounts
Account ID
Account Name
Account Owner
Account Owner
Account Type
Created Time
Industry
Website
Calls Call Start Time
Call Duration (in seconds)
Call Owner
Subject
Call Type
Call Purpose
Billable
Created Time
Modified Time
Contacts Contact ID
Last Name
Contact Owner
Email
Lead Source
Mobile
Created Time
Cases CASEID
Case Owner
Status
Case Origin
Created Time
Modified Time
Days to Closed
Age in Days
Age Tier
Type
Subject
Email
Events Event Owner
Subject
Start DateTime
End DataTime
Created Time
Modified Time

Invoice

INVOICEID

Invoice Number

Sales Order Id

Invoice Owner Id

Invoice Owner

Invoice Status

Created Date

Modified Date

Account Id

Contact Id

Subject

Sub Total

Discount

Tax

Invoice Line Items

 

INVENTORYRELID

Inventory Id

Product Id

ListPrice

Quantity

Total

Discount

Total After Discount

Tax

Net Total

Product Name

Leads Lead ID
Last Name
Company
Lead Owner
Email
Mobile
Website
Industry
Lead Source
Lead Status
Created Time
CONVERTED
Potentials Potential ID
Potential Name
Potential Owner
Created Time
Amount
Expected Revenue
Closing Date
Stage
Type
Lead Source
Probability
Potential Stage History POTENTIALSTAGEHISTORYID
POTENTIALID
Modified Time
Stage
Stage Duration
Stage Velocity

Products

PRODUCTID

Product Owner Id

Product Owner

Product Name

Product Code

Product Active

Product Manufacturer

Product Category

Cost

Taxable

Commission Rate

Quantity Ordered

Quantity In Stock

Reorder Level

Quantity In Demand

Sales Start Date

Sales End Date

Support Start Date

Support End Date

Created Time

Modified Time

VENDORID

Cost of Stocks in hand

Need Replenishment

Purchase Orders

 

PURCHASEORDERID

Purchase Order Owner Id

Purchase Order Owner

PO Number

Created Date

Modified Date

PO Date

Vendor Id

Contact Id

Status

Excise Duty

Sales Commission

Due Date

Sub Total

Discount

Tax

Gross Total

Adjustments

Purchase Order Line Item

INVENTORYRELID

Purchase Order Id

Product Id

List Price

Quantity

Total

Discount

Total after Discount

Tax

Net Total

Product Name

BOOKID

Quotes

QUOTEID

Quote Owner Id

Quote Owner

Quote Stage

Created Date

Modified Date

Valid Till

Account Id

Contact Id

Potential Id

 

Subject

Sub Total

Discount

Grand Total

Tax

Adjustments

Quotes Lines Items

INVENTORYRELID

Inventory Id

Product Id

Quantity

Total

Discount

Total After Discount

Tax

Net Total

Product Name

List Price

Sales Orders

Quote Id

Sales Order Owner Id

Sales Order Owner

Created Date

Modified Date

Due Date

Account Id

Contact Id

Potential Id

SALESORDERID

Status

Subject

Sub Total

Discount

Tax

Adjustments

Grand Total

Sales Orders Line Items

INVENTORYRELID

Inventory Id

Product Id

Quantity

Total

Discount

Total After Discount

Tax

Net Total

Product Name

List Price

Vendors

INVENTORYRELID

Inventory Id

Product Id

Quantity

Total

Discount

Total After Discount

Tax

Net Total

Product Name

List Price

Tasks Task Owner
Subject
Created Time
Due Date
Status
Users User ID
First Name
Last Name
Email

 

5. Can I add custom columns or new fields?

Yes, you can add custom columns or new fields. Follow the steps given below to synchronize your custom columns into the Advanced Analytics Add-on for SkyDesk CRM:

  1. Login to your SkyDesk CRM account.
  2. Click Setup > Apps and Add ons > SkyDesk Apps.
  3. Select Advanced CRM Analytics. The Advanced CRM Analytics page will open.
  4. Click Configure button. The SkyDesk Reports Configuration screen will open, listing all the supported modules.
  5. Click the required module. The Fields column will list all the fields available in the module.
  6. Select the checkboxes adjacent to the fields you want to sync with SkyDesk Reports.Note that default fields will be disabled and you will not be able to deselect them. It is mandatory to sync these fields.
  7. You can also select Custom modules and the required fields.
  8. Schedule the synchronization time and then click Save & Sync Now.

Data will be synced and the new field will be imported into SkyDesk Reports at the scheduled synchronization time. In case you have already set up the SkyDesk Reports Add-on in your SkyDesk CRM account, then you can open the SkyDesk Reports Configuration screen as given in the following question.

6. Can I edit the SkyDesk CRM-Reports Synchronization setting?

Yes, you can edit the SkyDesk CRM-Reports Synchronization setting either from SkyDesk CRM or from SkyDesk Reports.
 Follow the below steps to edit the SkyDesk CRM-Reports Synchronization setting from SkyDesk CRM:

  1. Login to your SkyDesk CRM account.
  2. Click Setup > SkyDesk under MARKET PLACE.
  3. Select Advanced CRM Analytics. The Advanced CRM Analytics page will open.
  4. Click Setting link, the SkyDesk Reports Configuration screen will open.
  5. Modify the setting as required and then click Save. The setting will be modified and the data will be synced in the next synchronization interval.

Follow the below steps to edit the SkyDesk CRM-Reports Synchronization setting from SkyDesk Reports:

  1. Open the corresponding SkyDesk CRM workspace in SkyDesk Reports.
  2. In the toolbar menu, click SkyDesk CRM > Edit Setup.  The Edit SkyDesk CRM Setup dialog will open.
  3. Modify the required fields.
  4. Click Save. The synchronization setting will be modified. The setting will be modified and data will be synced in the next synchronization interval.

7. Can I Synchronize the SkyDesk CRM-Reports data instantly?

Yes, you can synchronize the SkyDesk CRM-Reports data instantly when needed. You can do this as follow.

  1. Login to your SkyDesk Reports account.
  2. Open the SkyDesk CRM Analytics workspace.
  3. In the Explorer tab, click CRM Analytics > Data Sync Status.
  4. The SkyDesk CRM Analytics Data Sync Status dialog will open, displaying the Synchronization status.
  5. Click Sync Now link. SkyDesk CRM-Reports data will be instantly synchronized.

Note: This option can be used up to five times per day.

8. How do I access the reports created in SkyDesk Reports?

Once the initial data import/synchronization between SkyDesk CRM and SkyDesk Reports is completed successfully, you can start accessing the reports created in SkyDesk Reports and also create your own reports & dashboards, as described below. If you are the SkyDesk CRM administrator who configured the SkyDesk Reports add-on,

  1. Select the Reports tab/module in SkyDesk CRM.
  2. You will see a 'Advanced CRM Analytics (powered by SkyDesk Reports)' link at the top right
  3. Clicking the link will open the SkyDesk CRM workspace with all your CRM data and the default reports.

If you are a normal user of SkyDesk CRM, you will see the Advanced CRM Analytics link, only if your administrator has enabled sharing to your account in the SkyDesk Reports add-on. (Refer How to Share Reports & Dashboards question).

If you are another administrator of your SkyDesk CRM account, but not the one who setup the reports add-on, you will see the 'Advanced CRM Analytics' link only if the administrator who had setup the add-on, had shared the 'SkyDesk CRM Reports' workspace with you.

Refer How to Share Reports & Dashboards to know about how to share reports and dashboards to other users in this add-on.

9. How do I create my own reports with this add-on?

You can easily create your own reports using the SkyDesk Reports add-on by dragging and dropping the appropriate columns from the data tables (CRM module data) that have been shared with you. You can refer to the below presentation to know how to create your own reports & dashboards using SkyDesk Reports.

Also Refer to the Following Video Demos:

Note: For creating your own reports using this add-on, you can do it only if your administrator who has setup this add-on, has shared the tables (that contains the CRM module data) in SkyDesk Reports to your account. Refer How to Share Reports & Dashboards question.

10. Who has access to the reports I create?

By default, the reports you create are accessible only to you. However, you can share the reports with your colleagues using the Sharing options available in SkyDesk Reports. Refer to the How to Share Reports & Dashboards question.

11. What are the modules in SkyDesk CRM on which I could create reports using this add-on?

Data from the following nineteen modules of SkyDesk CRM get synced with SkyDesk Reports.

  • Accounts
  • Activities (Events, Calls and tasks)
  • Cases
  • Contacts
  • Invoices
  • Invoice Line Items
  • Leads
  • Potentials
  • Potential Stage History
  • Price Books
  • Products
  • Purchase Orders
  • Purchase Order Line Items
  • Quotes
  • Quote Lines Items
  • Sales Orders
  • Sales Order Line Items
  • Vendors
  • Custom Modules

Each of the above modules is stored as a 'Table' in SkyDesk Reports. Default reports are based out of the above 19 modules. You can create your own reports & dashboards over the above modules.

We plan to support synchronization from other CRM modules too in the near future.

12. Will other modules in SkyDesk CRM be supported, for report creation through this add-on. When?

We plan to support synchronization from other CRM modules in the near future. Support for other modules will also be prioritized based on user demand.

13. On whose account will the SkyDesk Reports add-on be setup?

It will be setup in the account of the SkyDesk CRM Administrator who configures/sets up the SkyDesk Reports add-on trial. It is this account which will serve as the master admin account of SkyDesk Reports.

14. Can I transfer my SkyDesk Reports add-on to another admin account?

At present, we do not provide an option in the user interface. If you require this transfer, please do mail us to skydesk-support@fujixerox.co.jp. We will get your requirements and handle this.

Reporting Feature

1. What are the report types supported by SkyDesk Reports?

SkyDesk Reports supports a wide variety of reports.

  • Charts
    • Pie
    • Bar
    • Stacked bar
    • Line
    • Combination
    • Scatter
    • Area
    • Stacked Area
    • Web
    • Funnel
    • Doughnut
    • Table View
  • Pivot tables (Matrix Views)
  • Summary view
  • Tabular view
  • Dashboards (multiple reports arranged in the same page)
  • KPI Widgets in Dashboards 

2. What are the default reports & dashboards created by SkyDesk Reports, on setting up this add-on?

When you setup/configure the SkyDesk Reports add-on, 100+ default reports/dashboards are automatically created. These hand-picked reports will be pretty useful in analyzing your sales performance effectively. For example, sales pipeline report, Top 5 / Bottom 5 sales persons report, Win/Loss % report, sales prediction report etc.

You can quickly review the default reports that would be created from the Sample Workspace listed below:
https://reports.skydesk.jp/ZDBDataSheetView.cc?DBID=2000000709257

For more details about the reports supported for SkyDesk Reports Advanced Analytics Add-on for SkyDesk CRM, refer to Reporting Features section.

3. Can I modify the default reports that have been created by the SkyDesk Reports add-on? If so, how?

Yes, you can modify the default reports. If you are the 'Administrator' who set up the SkyDesk Reports add-on or a 'Workspace Owner' (Refer Managing Users in SkyDesk Reports), click the 'Edit Design' button in a report's toolbar and you will be able to make the changes. If you are just a user who's been shared the report, click 'Save' -> 'Save As' and save the report as a new report. You can edit this copied report now.

4. How do I create reports using SkyDesk Reports with this add-on? [or] What are the reports that I can possibly make using this add-on?

You can create any type of report with this SkyDesk Reports add-on. All you have to do is open the appropriate table(s)/module(s) over which a report is to be created, click 'New' and choose any type of report you would want to create.

Use the intuitive drag-and-drop based designer of SkyDesk Reports to create the report required. To know more, view this slide show on "How to Create Reports?"You can also quick view the type of reports & dashboard that are created by default, from the sample given below, to get know the possibilities.
https://reports.skydesk.jp/ZDBDataSheetView.cc?DBID=2000000709257

5. How to create reports using fields/columns across different modules (example Potentials & Accounts etc)?

Columns from across different tables can be dragged and dropped to create a report. Refer this slide show on How to Create Reports?

6. What are Formulas in SkyDesk Reports?

Formulas, as the name indicates are calculations that you could define in SkyDesk Reports to help you create the required reports. SkyDesk Reports provides a powerful formula engine to create any type of calculations required, to enable creating the required reports. Refer Adding Formulas in SkyDesk Reports to know more.

7. What are the default formulas added in the 'SkyDesk CRM Reports' workspace, on setting up this add-on?

The below table lists all the default formulas that will be created in the 'SkyDesk CRM Reports' workspace by default. You will find these formulas pretty useful, in creating reports & dashboards in SkyDesk Reports. Also these formulas are used in the reports created by default in your workspace.

The below table lists all the default formulas that will be created in the Calls table:

Formula Name Formula Type Formula Description
Call Duration (in minutes) Aggregate round(("Call Duration (in seconds)"/60)) Provides the call duration in minutes.

The below table lists all the default formulas that will be created in the Cases table:

Formula Name Formula Type Formula Description
Days to Closed Custom if("Status" = 'Closed',datediff("Modified Time","Created Time"),null) Provides the number of days taken to close the case. If it is not closed, it will return NULL
Age in Days Custom datediff(if("Status" = 'Closed',"Modified Time",now()),"Created Time") Number of days it took for a cases to be closed. If the Closing Date is not available (null), we calculate the days till today from the potential created time.
Age Tier Custom if( "Age in Days" >= 0, if( "Age in Days" <= 60, '1. 0 - 60 days', if( "Age in Days" <= 120, '2. 61 - 120 days', if( "Age in Days" <= 180, '3. 121 - 180 days', if( "Age in Days" <= 360, '4. 181 - 360 days','5. Above 360 days')))), '6. Negative - Not Valid') Classifies the time spent on a cases to close it, into different time period baskets, e.g., within 60 months, within 120 days etc.,
No. of Closed Cases Aggregate countif("Cases"."Status"='Closed') Provides the count of closed cases.
% of Closed Cases Aggregate ("No. of Closed Cases"/count("Cases"."CASEID"))*100 Provides the percentage of closed cases.

The below table lists all the default formulas that will be created in the Invioces table:

Formula Name Formula Type Formula Description

Fulfillment Rate

Aggregate

(countif("Invoices".
"Invoice Status" in ('Delivered'))/
count("Invoices"."INVOICEID"))*100

Provides the percentage of Invoices delivered.

Delivered Invoice
Value

Aggregate

sumif("Invoices".
"Invoice Status"=
'Delivered',"Invoices"."Grand Total")

Provides the value of the delivered invoices.

Discount %

Aggregate

(sum("Invoices"."Discount")/
sum("Invoices"."Sub Total"))*100

Provides the discount percentage offered.

Average Sales
Value

Aggregate

sum("Invoices".
"Grand Total")/
count
(distinct("Invoices"."INVOICEID"))

Provides the average sales value.

The below table lists all the default formulas that will be created in the Invioces Line Item table:

Formula Name Formula Type Formula Description

Sales Volume

Aggregate

count(if("Invoices"."Invoice Status"='Delivered',"Invoices Line Items"."INVENTORYRELID",NULL))

Provides the sales volume count based on delivered invoices.

Sales Value

Aggregate

sum(if("Invoices"."Invoice Status"='Delivered',"Invoices Line Items"."Total",NULL))

Provides the sales value amount based on delivered invoices.

COGS (Cost Of Goods Sold)

Aggregate

sum(if("Invoices"."Invoice Status"='Delivered',"Products"."Cost"*"Invoices Line Items"."Quantity",NULL))

Provides the cost of the goods sold.

Average Sales Value

Aggregate

sum("Invoices"."Grand Total")/count(distinct("Invoices"."INVOICEID"))

Provides the average sales value.

Projected Profit

Aggregate

"Invoices Line Items"."Sales Value"-"Invoices Line Items"."COGS (Cost Of Goods Sold)"

Provides the projected profit.

Average Sales Per Order

Aggregate

"Invoices Line Items"."Sales Value"/count("Invoices"."INVOICEID")

Provides the average sales obtained per order.

Average Profit per Order

Aggregate

"Invoices Line Items"."Projected Profit"/count("Invoices"."INVOICEID")

Provides the average profit obtained per order.

Profit Margin

Aggregate

("Invoices Line Items"."Projected Profit"/"Invoices Line Items"."Sales Value")*100

Provides the profit margin percentage.

Line Fill Rate

Aggregate

(sumif("Invoices"."Invoice Status" in ('Delivered'),"Invoices Line Items"."Quantity",0)/sumif("Invoices"."Invoice Status" not in ('Delivered'),"Invoices Line Items"."Quantity",0))*100

Provides the measure of the ratio of the actual orders filled.

The below table lists all the default formulas that will be created in the Leads table:

Formula Name Formula Type Formula Description
Converted Lead Count Aggregate count(if(("Leads"."CONVERTED"=1),"Leads"."LEADID",NULL)) Provides the count of Leads converted into Potentials.
Activities count Aggregate countif(("Leads"."Activities Involved"=1)) Provides the count of Leads which have one or more Activities involved.

The below table lists all the default formulas that will be created in the Potentials table:

Formula Name Formula Type Formula Description
Age in Days Custom datediff(ifnull("Closing Date",now()),"Created Time") Number of days it took for a potential to be closed. If the Closing Date is not available (null), we calculate the days till today from the potential created time. Used for calculating 'Age Tier' and 'Sales Cycle'.
Age Tier Custom if( "Age in Days" >= 0, if( "Age in Days" <= 60, '1. 0 - 60 days',
if( "Age in Days" <= 120, '2. 61 - 120 days',
if( "Age in Days" <= 180, '3. 121 - 180 days',
if( "Age in Days" <= 360, '4. 181 - 360 days','5. Above 360 days')))),
'6. Negative - Not Valid')
Classifies the time spent on a potential/opportunity to close it, into different time period baskets, e.g., within 60 months, within 120 days etc.,
Amount Tier Custom if( "Amount" >= 0, if( "Amount" <= 10000, '1. 0 - $10K',
if( "Amount" <= 20000, '2. $10,001 - $20K',
if( "Amount" <= 30000, '3. $20,001 - $30K',
if( "Amount" <= 40000, '4. $30,001 - $40K','5. Above 40K')))),
'6. Negative - Not Valid')
Classifying sales based on $ value (amount of sale made), e.g., upto 10,000, 10,001to 20,000, 20,001-30,000 etc
Tasks Only Custom if("Tasks Involved"=1 & "Events Involved"=0 & "Calls Involved"=0,1,0) Provides the list of Potentials which has only associated Tasks and does not contain any Events or Calls.
Events Only Custom  if("Tasks Involved"=0 & "Events Involved"=1 & "Calls Involved"=0,1,0) Provides the list of Potentials which has only associated Events and does not contain any Tasks or Calls.
Calls Only Custom if("Tasks Involved"=0 & "Events Involved"=0 & "Calls Involved"=1,1,0) Provides the list of Potentials which has only associated Calls and does not contain any Tasks or Events.
Won Vs Expected Revenue % Aggregate sumif("Potentials"."Stage"='Closed Won',"Potentials"."Amount")*100/sum
("Potentials"."Expected Revenue")
Ratio of sum of sales won and sum of revenue expected
Lost Deals Count Aggregate count(if("Potentials"."Stage" IN ('Closed Lost',
'Closed Lost to Competition'),
"Potentials"."POTENTIALID",NULL))
Total number of deals lost
Won Deals Count Aggregate scount(if("Potentials"."Stage"='Closed Won',
"Potentials"."POTENTIALID",NULL))
Total number of deals won
Open Deals Count Aggregate count(if("Potentials"."Stage" NOT IN
('Closed Won','Closed Lost','Closed Lost to Competition'),"Potentials"."POTENTIALID",NULL))
Total number of deals open (not yet closed)
Win Rate % Aggregate count(if("Potentials"."Stage"='Closed Won',"Potentials"."POTENTIALID",NULL))*100/
count(if("Potentials"."Stage" IN
('Closed Lost','Closed Lost to Competition','Closed Won'),"Potentials"."POTENTIALID",NULL))
Provides the Win Rate (in %) of sales. This is calculated as a Ratio between number of deals won and total number (won + lost) of deals
Loss Rate % Aggregate count(if("Potentials"."Stage" IN ('Closed Lost',
'Closed Lost to Competition'),
"Potentials"."POTENTIALID",NULL))*100/
count(if("Potentials"."Stage"
IN('Closed Lost',
'Closed Lost to Competition','Closed Won'),"Potentials"."POTENTIALID",NULL))
Provides the rate at which sales are lost (in %). This calculated as a Ratio between number of deals lost and total number (won + lost) of deals
Won Amount Aggregate sumif("Potentials"."Stage"='Closed Won',"Potentials"."Amount") Total amount of sales won (made)
Lost Amount Aggregate sumif("Potentials"."Stage"
IN('Closed Lost','Closed Lost to Competition'),"Potentials"."Amount")
Total amount of sales lost
Avg Deal Size Won Aggregate avgif("Potentials"."Stage"='Closed Won',"Potentials"."Amount",NULL) Average size of sales made
Avg Sales Cycle Aggregate avgif("Potentials"."Stage" IN('Closed Won',
'Closed Lost','Closed Lost to Competition'),
"Potentials"."Age in Days")
The average number of days it takes to close a potential sale (the sale can either be won or lost, but the potential sale shouldn't be in an open state).
Predicted Pipeline Revenue Aggregate "Predicted New Deals Count Next 90 Days"*
"Avg Deal Size Last 365 Days"
Predicts the Sales expected in future, based on current pipeline and past trends.
Predicted New Business - Next 3 Months Aggregate ("Win Rate Percentage Last 365 Days"/100)*
("Avg Deal Size Last 365 Days")*
(("Potentials Created Last 365 Days"*90)/365)
Predicts the sales that could come from new business (new pipeline), calculated based on past trends.
Won Deals Count Last 365 Days Aggregate count(if("Potentials"."Stage"='Closed Won'
AND "Potentials"."Closing Date">
subdate(currentdate(),'365'),
"Potentials"."POTENTIALID",NULL))
Provides the count of deals won in last 365 days.
Lost Deals Count Last 365 Days Aggregate count(if("Potentials"."Stage" IN
('Closed Lost','Closed Lost to Competition')
AND "Potentials"."Closing Date">subdate(currentdate(),'365'),
"Potentials"."POTENTIALID",NULL))
Provides the count of deals lost in last 365 days.
Open Deals Count Next 90 Days Aggregate count(if("Potentials"."Stage" NOT IN
('Closed Won','Closed Lost',
'Closed Lost to Competition')
AND "Potentials"."Closing Date">=currentdate()
AND "Potentials"."Closing Date"<adddate(currentdate(),90),
"Potentials"."POTENTIALID",NULL))
Provides the count of open deals (not closed) whose closing date lies within next 90 days.
Win Rate Percentage Last 365 Days Aggregate ("Won Deals Count Last 365 Days"*100)/
("Won Deals Count Last 365 Days"+
"Lost Deals Count Last 365 Days")
Provides the percentage of deals won in last 365 days.
Avg Deal Size Last 365 Days Aggregate avgif("Potentials"."Stage"='Closed Won'
AND "Potentials"."Closing Date">subdate(currentdate(),'365'),
"Potentials"."Amount")
Provides the average of deals won in last 365 days.
Potentials Created Last 365 Days Aggregate count(if("Potentials"."Created Time">subdate(currentdate(),365),
"Potentials"."POTENTIALID",NULL))
Provides the count of Potentials created in last 365 days.
Predicted New Deals Count Next 90 Days Aggregate ("Win Rate Percentage Last 365 Days"/100)*
"Open Deals Count Next 90 Days"
Predicts the count of Deals expected to be Won in the next 90 days. It is calculated based on Deals Won in the past 365 days.
Activities count Aggregate countif(("Potentials"."Activities Involved"=1)) Provides the count of Leads with any Activity involved.
Activities done % for Potentials Aggregate (countif(("Potentials"."Activities Involved"=1))/count
("Potentials"."POTENTIALID"))*100
Provides the percentage of Potentials which has some activity associated with it.
Potentials without Activities Aggregate countif(("Potentials"."Activities Involved"=0),"Potentials"."POTENTIALID",0) Provides the count of Potentials without any Activities involved.
Tasks Only % Aggregate (countif(("Potentials"."Tasks Only"=1)&("Potentials"."Stage"='Closed Won'))/countif("Potentials"."Tasks Only"=1))*100 Provides the percentage of Won Deals which has only Tasks involved/associated.
Events Only % Aggregate (countif(("Potentials"."Events Only"=1)&("Potentials"."Stage"='Closed Won'))/
countif(("Potentials"."Events Only"=1)))*100
Provides the percentage of Won Deals which are only associated Events.
Calls Only % Aggregate (countif(("Potentials"."Calls Only"=1)&("Potentials"."Stage"='Closed Won'))/
countif(("Potentials"."Calls Only"=1)))*100>
Provides the percentage of Won Deals which are only associated Calls
Combined Activities % Aggregate (countif(("Potentials"."Activities Involved"=1)
&("Potentials"."Tasks Only"=0)&("Potentials"."Events Only"=0
)&("Potentials"."Calls Only"=0)&("Potentials"."Stage"='Closed Won'))/countif(("Potentials"."Activities Involved"=1)&
("Potentials"."Tasks Only"=0)
&("Potentials"."Events Only"=0)&
("Potentials"."Calls Only"=0)))*100
Provides the percentage of Won Deals which have one or more associated Activities.
No Activities % Aggregate (countif(("Potentials"."Activities Involved"=0)&
("Potentials"."Stage"='Closed Won'))/countif(("Potentials"."Activities Involved"=0)))*100
Provides the percentage of Won Deals which does not have any activities involved.

The below table lists all the default formulas that will be created in the Potential Activities Query table:

Formula Name Formula Type Formula Description
Activities per Won Deal Aggregate count("Potential_Activities"."ACTIVITYID")/
count(distinct("Potential_Activities"."Won Potential"))
Provides the count of Activities (Tasks, Events and Calls) involved to win a deal.
Tasks per Won Deal Aggregate countif("Potential_Activities"."Activity"='Tasks')/
count(distinct("Potential_Activities"."Won Potential"))
Provides the count of Tasks involved to win a deal.
Events per Won Deal Aggregate countif("Potential_Activities"."Activity"='Events')/
count(distinct("Potential_Activities"."Won Potential"))
Provides the count of Events scheduled to win a deal.
Calls per Won Deal Aggregate countif("Potential_Activities"."Activity"='Calls')/
count(distinct("Potential_Activities"."Won Potential"))
Provides the count of calls made to win a deal.
Won Deals % Aggregate (count(distinct("Potential_Activities"."Won Potential"))/
count("Potential_Activities"."ACTIVITYID"))*100
Provides the percentage of Activities involved for the Won Potentials.

The below table lists all the default formulas that will be created in the Products table:

Formula Name Formula Type Formula Description

Cost of Stocks in hand

Custom

"Cost" * "Quantity In Stock")

Provides the cost of stocks in hand.

Need Replenishment

Custom

if("Quantity In Stock"
< "Reorder Level",'Yes','No')

Returns ‘Yes’ if the Product need replenishment, ‘No’ other wise.

Quantity In Hand

Aggregate

sumif("Products"."Product Active"='Yes',"Products"."Quantity In Stock")

Provides the stock available in hand.

The below table lists all the default formulas that will be created in the Purchase Order table:

Formula Name Formula Type Formula Description

Avg. Purchase Value

Aggregate

sum("Purchase Orders"."Gross Total")/count(distinct("Purchase Orders"."PURCHASEORDERID"))

Provides the average purchase value.

Discount %

Aggregate

(sum("Purchase Orders"."Discount")/sum("Purchase Orders"."Sub Total"))*100

Provides the percentage of discount got from purchases.

The below table lists all the default formulas that will be created in the Purchase Order line Item table:

Formula Name Formula Type Formula Description

Purchase Value

Aggregate

sumif("Purchase Orders"."Status" in ('Delivered'),"Purchase Orders Line Items"."Total",0)

Provides the total purchase value.

Purchase Volume

Aggregate

count(if("Purchase Orders"."Status" in ('Delivered'),"Purchase Orders Line Items"."INVENTORYRELID",NULL))

Provides the purchase volume.

Discount %

Aggregate

(sum("Purchase Orders Line Items"."Discount")/sum("Purchase Orders Line Items"."Total"))*100

Provides the percentage of discount got from purchases.

The below table lists all the default formulas that will be created in the Quotes table:

Formula Name Formula Type Formula Description

Sales Status

Aggregate

if("Quote Stage" in ('Closed Won','Confirmed'),
'Won',if("Quote Stage" in ('Closed Lost'),'Lost','Open'))

Provides the sales status.

Open Quotations

Aggregate

countif("Quotes"."Quote Stage" not in ('Closed Won','Closed Lost','Confirmed'))

Provides the count of open quotations.

Won Quotes Count

Aggregate

countif("Quotes"."Quote Stage" in ('Closed Won','Confirmed'))

Provides the count of won quotes.

Lost Quotes Count

Aggregate

countif("Quotes"."Quote Stage" in ('Closed Lost'))

Provides the count of lost quotes.

Won Quotes Amount

Aggregate

sumif("Quotes"."Quote Stage" in ('Closed Won','Confirmed'),
"Quotes"."Grand Total")

Provides the won quotes amount.

Quotes Win Rate %

Aggregate

countif("Quotes"."Quote Stage" in ('Closed Won','Confirmed'),
"Quotes"."QUOTEID")/count("Quotes"."QUOTEID")*100

Provides the quotes won rate percentage.

Lost Quotes Amount

Aggregate

sumif("Quotes"."Quote Stage" in ('Closed Lost'),"Quotes"."Grand Total")

Provides the lost quotes amount.

Open Quotes Amount

Aggregate

sumif("Quotes"."Quote Stage" NOT IN ('Closed Lost','Closed Won'),"Quotes"."Grand Total")

Provides the open quotes amount.

The below table lists all the default formulas that will be created in the Quotes Line Item table:

Formula Name Formula Type Formula Description

Quotes Won Count

Aggregate

count(if("Quotes"."Quote Stage" in ('Closed Won','Confirmed'),"Quotes Line Items"."INVENTORYRELID",NULL))

Provides the count of quotes won.

Quotes Won Amount

Aggregate

sum(if("Quotes"."Quote Stage" in ('Closed Won','Confirmed'),"Quotes Line Items"."Total",NULL))

Provides the quotes won amount.

COGS (Cost Of Goods Sold)

Aggregate

sum("Products"."Cost"*"Quotes Line Items"."Quantity")

Provides the cost of goods sold.

Projected Profit

Aggregate

sum("Quotes Line Items"."Net Total")-"Quotes Line Items"."COGS (Cost Of Goods Sold)"

Provides the projected profit.

Avg. Sales per Order Won

Aggregate

"Quotes Line Items"."Quotes Won Amount"/count("Quotes"."QUOTEID")

Provides the average sales per order won.

Avg. Value per Quote

Aggregate

"Quotes Line Items"."Projected Profit"/count("Quotes"."QUOTEID")"Quotes Line Items"."Quote Id"

Provides the average value per quotes.

Profit %

Aggregate

("Quotes Line Items"."Projected Profit"/"Quotes Line Items"."Quotes Won Amount")*100

Provides the percentage of profit.

The below table lists all the default formulas that will be created in the Sales Order table:

Formula Name Formula Type Formula Description

Is Delayed?

Aggregate

if(datediff(currentdate( ),"Due Date") < 0 AND "Status" NOT LIKE 'Cancelled', 'Yes', 'No')

Specifies whether sales order is delayed or not.

Age in Days

Aggregate

if("Is Delayed?"='Yes',datediff(currentdate( ),"Created Time"),datediff("Due Date","Created Time"))

Provides the difference between sales order created time and current date, if the order is delayed.

Age Tier

Aggregate

if( "Age in Days" >= 0, if( "Age in Days" <= 60, '1. 0 - 60 days', if( "Age in Days" <= 120, '2. 61 - 120 days', if( "Age in Days" <= 180, '3. 121 - 180 days', if( "Age in Days" <= 360, '4. 181 - 360 days','5. Above 360 days')))), '6. Negative - Not Valid')

Classifies the time spent on a sales order to close it, into different time period baskets, e.g., within 60 days months, within 120 days etc.,

Order fulfillment Rate

Aggregate

(countif("Sales Orders"."Status" in ('Delivered'))/count("Sales Orders"."SALESORDERID"))*100

Provides percentage of order fulfillment rate in percentage.

Cancellation Rate

Aggregate

(countif("Sales Orders"."Status" in ('Cancelled'))/count("Sales Orders"."SALESORDERID"))*100

Provides the cancellation rate in percentage.

The below table lists all the default formulas that will be created in the Sales Order line Item table:

Formula Name Formula Type Formula Description

Sales Orders Delivered Count

Aggregate

count(if("Sales Orders"."Status"='Delivered',"Sales Orders Line Items"."INVENTORYRELID",NULL))

Provides the count of sales order delivered.

Sales Orders Delivered Value

Aggregate

sum(if("Sales Orders"."Status"='Delivered',"Sales Orders Line Items"."Total",NULL))

Provides the delivered sales order value.

COGS (Cost Of Goods Sold)

Aggregate

sum(if("Sales Orders"."Status"='Delivered',"Products"."Cost"*"Sales Orders Line Items"."Quantity",NULL))

Provides the costs of goods sold.

Projected Profit

Aggregate

"Sales Orders Line Items"."Sales Orders Delivered Value"-"Sales Orders Line Items"."COGS (Cost Of Goods Sold)"

Provides the projected profit.

Avg. Sales Value

Aggregate

"Sales Orders Line Items"."Sales Orders Delivered Value"/count("Sales Orders"."SALESORDERID")

Provides the average sales value.

Avg. Profit Value

Aggregate

"Sales Orders Line Items"."Projected Profit"/count("Sales Orders"."SALESORDERID")

Provides the average profit value.

Profit Margin

Aggregate

("Sales Orders Line Items"."Projected Profit"/"Sales Orders Line Items"."Sales Orders Delivered Value")*100

Provides profit margin in percentage.

Line Fill Rate

Aggregate

(sumif("Sales Orders"."Status" in ('Delivered'),"Sales Orders Line Items"."Quantity",0)/sumif("Sales Orders"."Status" not in ('Delivered'),"Sales Orders Line Items"."Quantity",0))*100

Provides the measure of the ratio of the actual orders filled.

Units Per Transaction

Aggregate

sum("Sales Orders Line Items"."Quantity")/count("Sales Orders Line Items"."INVENTORYRELID")

Provides the number of Products per Order.

Inventory vs Sales Order Unit Difference

Aggregate

sum("Products"."Quantity In Stock")-sum("Sales Orders Line Items"."Quantity")

Provides the sales order unit difference against the inventory.

Products per Transaction

Aggregate

count("Sales Orders Line Items"."Product Id")/count("Sales Orders"."SALESORDERID")"Sales Orders Line Items"."Product Name"

Provides the count of products per transaction.

Inventory Value vs Approved SO

Aggregate

sum("Products"."Cost of Stocks in hand")/sumif("Sales Orders"."Status"='Approved',"Sales Orders Line Items"."Net Total")

Provides the ratio of the inventory on hand to the value of the approved Sales Orders.

The below table lists all the default formulas that will be created in the Tasks table:

Formula Name Formula Type Formula Description
Overdue Tasks Aggregate countif(("Tasks"."Due Date"<now()) and ("Tasks"."Status"!='Completed')) Provides the count of Tasks which are not completed
Overdue Days Aggregate sumif(("Tasks"."Due Date"<now() and "Tasks"."Status"!='Completed'),datediff(now(),"Tasks"."Due Date"),0) Provides the number of overdue days of the overdue tasks.
Avg Overdue Days Aggregate avgif(("Tasks"."Due Date"<now() and "Tasks"."Status"!='Completed'),datediff(now(),"Tasks"."Due Date"),0) Provides the average overdue days.
Overdue % Aggregate ("Overdue Tasks"/count("Tasks"."TASKID"))*100 Provides the percentage of Overdue Tasks.
Completed Tasks Aggregate countif("Tasks"."Status"='Completed') Provides the count of Tasks which are completed.

8. How do I create my own custom formulas in SkyDesk Reports?

Refer to the Adding Formulas in SkyDesk Reports help page. You can also read in SkyDesk Reports.

9. Can I add/modify data in the SkyDesk CRM modules (tables) from within SkyDesk Reports?

No, you cannot. Data from SkyDesk CRM modules gets automatically synched into SkyDesk Reports in the 8 different tables (one table for one module). You cannot edit any of this data or add new data records from within SkyDesk Reports.

10. Can I add new columns to the SkyDesk CRM modules (tables) from within SkyDesk Reports?

No, you cannot add new columns. But you can add Formula Columns and Aggregate Formulas (i.e. Calculated fields) to these tables to help you create powerful reports. Refer Adding Formulas in SkyDesk Reports to know more.

11. Can I add new data tables in this workspace to create reports & dashboards?

Yes, you can add new data tables. Click New > New Table and you can add new tables to the existing SkyDesk CRM workspace.

With this feature, you can import new data or add them manually into your workspace to analyze and create reports combining this with the SkyDesk CRM data. You can import data from files like Excel, HTML and CSV. You can also import data from local workspaces like Oracle, SQL Server, DB2, MySQL, PostgreSQL and MS Access.

Refer:

12.Can I combine data from other sources with the data from SkyDesk CRM to create reports and dashboards?

Yes, you can combine data from your other sources with your SkyDesk CRM data for analysis. For example combine SkyDesk CRM Leads data with your Marketing Campaign information that you might have stored in Google Drive.

To do this, you need to add/import a new data table into the SkyDesk CRM workspace as explained in the previous question and then define a look-up to join it with the synchronized table from SkyDesk CRM. To know how to define a look-up column and auto-join tables for reporting, refer here.

Alternatively you can also join data between tables using "Query Tables". You can read more of this in this documentation.

Note: You can only define a look-up between a synchronized table from SkyDesk CRM and your custom table. It is not possible to define look-ups in between synchronized tables, as they are already joined by SkyDesk Reports.

13. What are Query Tables?

SkyDesk Reports allow you to pull the data required by writing standard SQL SELET Queries. This feature is called Query Tables. With Query Tables you can also combine data from different tables and create reports from the same.

14. Can I join data from multiple tables to create reports?

Yes, you can join data from multiple tables to create the reports. Refer to Joining Tables in SkyDesk Reports for detailed help on this.

15. What happens when I rename a module in SkyDesk CRM?

When you rename a module in SkyDesk CRM, it will automatically get updated in SkyDesk Reports as well.

Users, Sharing & Collaboration

1. How do I share the reports in SkyDesk Reports with my colleagues?

You can share the default reports provided in the SkyDesk Reports add-on and also the reports you create, with your organization co-employees/colleagues. Refer to Sharing and Collaboration help page for more.

Once you privately share a report to your colleagues they will be able to access the same as you do, following the steps below:

  1. Log into their SkyDesk CRM account
  2. Select the Reports tab/module in SkyDesk CRM
  3. Click on the Advanced CRM Analytics (powered by SkyDesk Reports) link at the top right.
  4. Clicking the link will open the SkyDesk CRM Reports workspace in a new browser tab.
  5. Users will be able access the reports & data shared to them.

Note:

1. If you share the data tables in the SkyDesk CRM workspace to users, they will be able to create their own reports over the same.
2. If you add a user as a Workspace Owner in the SkyDesk CRM workspace created in SkyDesk Reports (Refer Managing Users in SkyDesk Reports, to know how to add Workspace Owners), the user will be able access all the data & reports, create new reports and do any operation that you could do on the workspace.

2. Why are other members in my organization not able to access the reports created?

When a SkyDesk CRM Administrator configures the SkyDesk CRM - SkyDesk Reports add-on, the tables and reports will be available only to him/her, by default. The Administrator has to share the 'SkyDesk CRM Reports' workspace with other members of the organization. Only then will the default reports be accessible by those members. Let's say the Administrator has shared the workspace with other members in the organization. And a member creates his/her own reports. Those reports will be available only to him/her alone, unless he/she shares them with others.

To know more, refer to Sharing and Collaboration help page.

3. How can other members in my organization create reports?

The SkyDesk CRM Administrator who setup the add-on should share the tables present in 'SkyDesk CRM Reports' workspace with other members of the organization. Once this is done, the shared users can create reports based on those tables.

To know more, refer to Sharing and Collaboration help page.

Note: If you add a user as a Workspace Owner in the SkyDesk CRM workspace created in SkyDesk Reports (Refer Managing Users in SkyDesk Reports, to know how to add Workspace Owners), the user will be able access all the data & reports, create new reports and do any operation that you could do on the workspace

4. What are the user roles available in SkyDesk Reports?

SkyDesk Reports supports fine-grained access control. The following are are user roles that are supported in SkyDesk Reports:

1. Administrator (Master Admin): The SkyDesk CRM Administrator who had setup the add-on will also be the administrator of the SkyDesk Reports account

2. Workspace Owner: The Administrator can designate one or more users as Workspace Owners. A Workspace Owner has all permissions to add, delete, modify reports, table rows and even tables. A Workspace Owner can share the workspace tables/reports with other users. A Workspace Owner cannot delete or rename a workspace.

3. User: A user has the least privilege in the hierarchy. Unless the Administrator or a Workspace Owner shares a table with a user, the user cannot create any reports on his/her own. Also, an Administrator/Workspace Owner can decide to set specific permissions when sharing a report (Read Only, Export Data, View Underlying Data, Share with Others) or a table (Read Data, Export Data, Add/Delete/Modify Row, Delete All Rows, Only Append Rows, Add or Update Rows, Delete All Rows and Add New Rows, Share View / Child Reports).

Refer to Managing Users in SkyDesk Reports, to know more about different user roles in SkyDesk Reports. Also refer to Sharing and Collaboration help page.

5. Why can't other users edit the reports that I have shared to them?

This is the expected behavior. If the user being shared to is a workspace owner, he/she can edit the reports. If a normal user wants to edit report, what he/she can do is to use 'Save As' to save the report in a different name in his account. This report can then be edited.

6. Can I share the same report created, to multiple users with different criteria associated so that they see different data?

Yes, you can. Refer to this help documentation section to know how this can be done.

7. How can I print the reports & dashboards created in SkyDesk Reports?

To print a report/dashboard, please follow the below steps.

  1. Open the table or report that you want to print
  2. Click the 'Export' button.
  3. You will see options to save the table/report in a variety of file formats like csv, xls, jpg, pdf etc.
  4. Choose the format you want and save the file to your desktop
  5. Open the file and print it

Note: If you are a user to whom a report has been shared and you want to take a print, ensure you have been provided the Export permission by the Administrator to the report, only then you will be able to print the report.

8. How can I email reports & dashboards created in SkyDesk Reports in a scheduled manner?

If you are the Administrator of the SkyDesk Reports add-on or a 'Workspace Owner', you can schedule reports and dashboards to be emailed automatically. You can do this is as follows:

  1. Select the Report/Dashboard to be emailed in SkyDesk Reports
  2. Select "Export -> Email this View" from the toolbar
  3. Follow the instructions in the screen and provide the required input to setup a email schedule

9. Into what file formats can I export the reports & dashboards created in SkyDesk Reports and how?

Reports and dashboards can be exported in a variety of file formats.

  • Charts
    • CSV/XLS
    • PDF
    • HTML
    • PNG/JPEG
  • Pivot/Tabular views
    • CSV/XLS
    • PDF
    • HTML
  • Dashboards
    • PDF
    • HTML

You can export a report/dashboard in SkyDesk Reports as follows

  1. Select the Report/Dashboard to be exported in SkyDesk Reports
  2. Select "Export -> Export this View" from the toolbar
  3. Follow the instructions in the screen and provide the required input to export the report(s) selected

10. Can I embed reports/dashboards as a Web Tab in SkyDesk CRM? If yes how ?

Yes, you can embed reports or dashboards as Web Tabs in SkyDesk CRM using the URL/Permalink for this view option available in SkyDesk Reports. By default, the Web Tabs functionality in SkyDesk CRM is available only to the users with Administrator privilege. To create a new Web Tab, follow the steps below:

  • Login to your SkyDesk CRM Account.
  • Click Setup -> Customization -> Web Tabs
  • Click on the Create Web Tab button
  • Then provide a name for the Web Tab 
  • In the link field copy/paste the URL of the associated report or dashboard from the URL/Permalink for this view dialog.

Note 

  • In order to get the URL of the associated report or dashboard, Login to SkyDesk Reports and open the associated CRM workspace
  • Open the report/dashboard that you wish to embed
  • Click the Publish icon in the top right corner of the report/dashboard and select URL/Permalink for this view
  • You can select the Access Permissions and also Specify the Filter Criteria in this Access URL dialog
  • Copy this code and paste it in the link field as discussed above (to know more, refer URL/Permalink for this view)
  • Click on the Save button.
  • Now, this Web Tab name would be listed as one of the modules in your SkyDesk CRM as shown in the below snapshot

 

11. How do I embed my reports in my website, intranet, blog or presentation?

You can easily embed the reports & dashboards created in SkyDesk Reports in your website, web application or blog. Follow the steps below to achieve the same:

  • Select the report or dashboard that you would like to embed into your Website or Blog.
  • Select the "Publish -> Embed in Website/Blog.."option
  • By default, when you embed the report into your website, web application or blog, it would prompt for users to login with SkyDesk Reports login details to view the embedded view. Also, users to whom you have shared the view (using the 'Share' option) would only be able to access the view embedded, on successful login.
  • If you would like the embedded view to be accessible by anyone without login, then click on the link To access this view/table without login, Click here...
  • Copy and paste the code snippet provided in the text area below into your webpage or blog html content to embed this view.

On embedding, you will see the corresponding report within your web page, application or blog. Refer Embedding in Web Pages/Blogs to know more about this.

Solutions

1. Can I calculate sales Win Rate % and Loss Rate % from potentials/opportunities?

Yes, you can. Refer to the steps described in the embedded slide show below.

2. Can I create Year-over-Year or Quarter-over-Quarter or Month-over-Month growth reports?

Yes, you can. Refer to the steps described in the embedded slide show below.

3. Can I create a Sales Pipeline Funnel Chart?

Yes, you can. Refer to the steps described in the embedded slide show below.

4. Can I create reports to view Average Sales cycle?

Yes, you can. Refer to the steps described in the embedded slide show below.

5. Can I create Top 5 or Bottom 5 sales person report?

Yes, you can. Refer to the steps described in the embedded slide show below.

6. How do I create Target (Quota) based reports in SkyDesk Reports?

The embedded slide show below shows how to do this.

7. Can I calculate the percentage of potentials won out of the total leads?

Yes, you can. The following slide shows illustrates how to do this.

Help & Support

1. How do I get technical support on SkyDesk Reports add-on?

Mail your questions to skydesk-support@fujixerox.co.jp.

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