How to create Analysis Design?
- I am going to take Schedule Date Wise for to take Pivot view(report) for example.
- Go to modules -> CRM -> Reports -> Analysis -> Analysis design.
- Go to the drop down -> Analysis design.
- This is the analysis design sheet.
- Now you can do your design in the analysis design screen.
- Now you are Select or enter your analysis(What would you need for analysis).
- Now you should give name your Analysis in the Analysis Query field.
- Now you should select the module of your analysis.
- Now you should select the parent menu of your Analysis design.
- Now generate the analysis design elements on the left corner of the screen.
- Drag the elements from the element box, and drop those are where you need.
- If you need the element for Horizontal, you can drag and drop Horizontal.
- If you need the element for Vertical, you can drag and drop Vertical.
- If you need the element for Value, you can drag and drop Value.
- If you need the element for Filter, you can drag and drop Filter.
- Now you have to click the Save button for saving the design.
- Now will generate a success notification.
- Now your design will be placed at Report.
- Your result/final screen will be like the above screen.
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