About Reports

SalesConnect offers several tools that can be considered reporting tools: queriesA query is a special type of saved search for connections or other data in SalesConnect, created with a SalesConnect query tool rather than a standard search page. When you create a query, you select query criteria based on familiar field names from the interface; the criteria you specify are transformed behind the scenes into the appropriate SQL statements. and Business Analytics or BA queriesAn analytics or BA (for business analytics) query is a special type of saved search that selects data from SalesConnect so that you can work with it in pivot tables. When you create an analytics query, you select query criteria based on objects and columns/field names, just as with other queries. But analytics queries are different from standard queries, which are saved searches for key connections like firms, offices and reps; analytics queries are more open-ended.; exports from tables in the application, and; reports based on templates created with Crystal Reports. You may be able to request these template-based reports within SalesConnect; some may be made available to you by your UD teamA team is a contact connection, though it is really a group of individuals working together to achieve a common sales goal; a team may include reps and rep partnerships from the office with which the team is associated, but it can also office contacts and non-producing reps who support team sales efforts.. This topic focuses on how to use that last set of tools.

	Your SalesConnect team ensures that your SalesConnect environment includes the necessary components to support the report integration.
	Report designers use Crystal Reports to to create report templates that access the data in your SalesConnect application. .
	Once the templates are complete and tested, they can be "imported" so that they are available in SalesConnect, for operators to request and retrieve reports based on them. As part of the report template import process, administrators set the report name displayed in SalesConnect, as well as choosing labelsA label is like a tag, a convenient way for you to mark records so that you can easily find and work with them later. Most labels are tagged to key connections. For instance, you could create a label called "Top Reps," and then assign this label to the top-producing reps with which you work. Since you can search for connections with a particular label assigned to them, you can easily retrieve the list of reps who have been assigned this label. However, you can also define transaction account labels that may be systematically applied to the transactions and assets imported to SalesConnect, so that it's easy to find and work with those transactions and assets later. for parameters and the controls used to allow operators to enter values for them.
	Part of defining the templates for SalesConnect includes assuring that templates connectConnections are entities; they're the different types of companies and individuals you may need to track. SalesConnect is set up to display information about the types of connections you care about, based on the roles to which you are assigned. only to data for your SalesConnect instance.
	Once the template has been made available, those with permission to use it can request either a one-time report or regularly scheduled instances of the report, in SalesConnect. See Requesting a Report for steps.
	If the report request is for a scheduled report, a copy of the request is made for each scheduled instance, with the appropriate parameter values. When necessary, report administrators can delete scheduled report requests, so that no more scheduled instances of such reports are created. See Managing Report Requests for steps.
	SalesConnect handles creating individual reports for you, based on requests for one-time reports and for specific instances of scheduled reports. When this doesn't happen, report administrators may be able to troubleshoot failed report requests, so that they can be fulfilled or resubmitted. See Managing Report Requests for steps.
	A page within SalesConnect lets you see and download generated report files based on your own requests, as well as those shared with you by others. See Using Generated Reports for steps.
	If the report request included instructions for emailing the report to you, you may not need to visit SalesConnect to retrieve a report. It may simply be emailed to you, for you to open and review as you wish.
	After a designated interval, both older report requests and older generated report files are deleted, to avoid accumulating too many in your SalesConnect application. SalesConnect support personnel can set the intervals after which completed requests and report files are deleted using the Reports Administrator for SalesConnect. Be sure to save any generated reports that you want to retain to a location outside SalesConnect.