- 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.
Contents
Revisions
- August 5, 2017 @ 05:32:56 [Current Revision] by arul
- June 13, 2017 @ 07:27:11 by arul
- June 13, 2017 @ 07:26:51 [Autosave] by arul
- June 10, 2017 @ 13:04:51 by arul
Revision Differences
June 10, 2017 @ 13:04:51 | Current Revision | ||
---|---|---|---|
Content | |||
Unchanged: <ul> | Unchanged: <ul> | ||
Unchanged: <li>I am going to take Schedule Date Wise for to take Pivot view(report) for example.</li> | Unchanged: <li>I am going to take Schedule Date Wise for to take Pivot view(report) for example.</li> | ||
Unchanged: </ul> | Unchanged: </ul> | ||
Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/06/2.png"><img class="alignnone size-medium wp-image-7365" src="http://help.goodbookserp.com/ wp-content/uploads/2017/06/ 2-204x300.png" alt="2" width="204" height="300" /></a> | Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/06/2.png"><img class="alignnone size-medium wp-image-7365" src="http://help.goodbookserp.com/ wp-content/uploads/2017/06/ 2-204x300.png" alt="2" width="204" height="300" /></a> | ||
Unchanged: <ul> | Unchanged: <ul> | ||
Unchanged: <li>Go to modules -> CRM -> Reports -> Analysis -> Analysis design.</li> | Unchanged: <li>Go to modules -> CRM -> Reports -> Analysis -> Analysis design.</li> | ||
Unchanged: </ul> | Unchanged: </ul> | ||
Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/06/Analysis- design.png"><img class="alignnone size-medium wp-image-7541" src="http://help.goodbookserp.com/ wp-content/uploads/2017/06/ Analysis-design- 138x300.png" alt="Analysis design" width="138" height="300" /></a> | Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/06/Analysis- design.png"><img class="alignnone size-medium wp-image-7541" src="http://help.goodbookserp.com/ wp-content/uploads/2017/06/ Analysis-design- 138x300.png" alt="Analysis design" width="138" height="300" /></a> | ||
Unchanged: <ul> | Unchanged: <ul> | ||
Unchanged: <li>Go to the drop down -> Analysis design.</li> | Unchanged: <li>Go to the drop down -> Analysis design.</li> | ||
Unchanged: </ul> | Unchanged: </ul> | ||
Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/06/Analysis- design-sheet.png"><img class="alignnone size-medium wp-image-7542" src="http://help.goodbookserp.com/ wp-content/uploads/2017/06/ Analysis-design- sheet-300x132.png" alt="Analysis design sheet" width="300" height="132" /></a> | Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/06/Analysis- design-sheet.png"><img class="alignnone size-medium wp-image-7542" src="http://help.goodbookserp.com/ wp-content/uploads/2017/06/ Analysis-design- sheet-300x132.png" alt="Analysis design sheet" width="300" height="132" /></a> | ||
Unchanged: <ul> | Unchanged: <ul> | ||
Unchanged: <li>This is the analysis design sheet.</li> | Unchanged: <li>This is the analysis design sheet.</li> | ||
Unchanged: <li>Now you can do your design in the analysis design screen.</li> | Unchanged: <li>Now you can do your design in the analysis design screen.</li> | ||
Unchanged: </ul> | Unchanged: </ul> | ||
Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/06/select- analysis.png"><img class="alignnone size-medium wp-image-7543" src="http://help.goodbookserp.com/ wp-content/uploads/2017/06/ select-analysis- 300x175.png" alt="select analysis" width="300" height="175" /></a> | Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/06/select- analysis.png"><img class="alignnone size-medium wp-image-7543" src="http://help.goodbookserp.com/ wp-content/uploads/2017/06/ select-analysis- 300x175.png" alt="select analysis" width="300" height="175" /></a> | ||
Unchanged: <ul> | Unchanged: <ul> | ||
Unchanged: <li>Now you are Select or enter your analysis(What would you need for analysis).</li> | Unchanged: <li>Now you are Select or enter your analysis(What would you need for analysis).</li> | ||
Unchanged: </ul> | Unchanged: </ul> | ||
Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/06/Analysis- querry.png"><img class="alignnone size-medium wp-image-7544" src="http://help.goodbookserp.com/ wp-content/uploads/2017/06/ Analysis-querry- 300x115.png" alt="Analysis querry" width="300" height="115" /></a> | Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/06/Analysis- querry.png"><img class="alignnone size-medium wp-image-7544" src="http://help.goodbookserp.com/ wp-content/uploads/2017/06/ Analysis-querry- 300x115.png" alt="Analysis querry" width="300" height="115" /></a> | ||
Unchanged: <ul> | Unchanged: <ul> | ||
Unchanged: <li>Now you should give name your Analysis in the Analysis Query field.</li> | Unchanged: <li>Now you should give name your Analysis in the Analysis Query field.</li> | ||
Unchanged: </ul> | Unchanged: </ul> | ||
Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/06/Module- analysis.png"><img class="alignnone size-medium wp-image-7546" src="http://help.goodbookserp.com/ wp-content/uploads/2017/06/ Module-analysis- 300x271.png" alt="Module analysis" width="300" height="271" /></a> | Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/06/Module- analysis.png"><img class="alignnone size-medium wp-image-7546" src="http://help.goodbookserp.com/ wp-content/uploads/2017/06/ Module-analysis- 300x271.png" alt="Module analysis" width="300" height="271" /></a> | ||
Unchanged: <ul> | Unchanged: <ul> | ||
Unchanged: <li>Now you should select the module of your analysis.</li> | Unchanged: <li>Now you should select the module of your analysis.</li> | ||
Unchanged: </ul> | Unchanged: </ul> | ||
Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/06/Parent- menu-of-analysis.png"><img class="alignnone size-medium wp-image-7545" src="http://help.goodbookserp.com/ wp-content/uploads/2017/06/ Parent-menu-of- analysis-300x261.png" alt="Parent menu of analysis" width="300" height="261" /></a> | Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/06/Parent- menu-of-analysis.png"><img class="alignnone size-medium wp-image-7545" src="http://help.goodbookserp.com/ wp-content/uploads/2017/06/ Parent-menu-of- analysis-300x261.png" alt="Parent menu of analysis" width="300" height="261" /></a> | ||
Unchanged: <ul> | Unchanged: <ul> | ||
Unchanged: <li>Now you should select the parent menu of your Analysis design.</li> | Unchanged: <li>Now you should select the parent menu of your Analysis design.</li> | ||
Unchanged: </ul> | Unchanged: </ul> | ||
Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/06/elements.png"><img class="alignnone size-medium wp-image-7549" src="http://help.goodbookserp.com/ wp-content/uploads/2017/06/ elements-300x102.png" alt="elements" width="300" height="102" /></a> | Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/06/elements.png"><img class="alignnone size-medium wp-image-7549" src="http://help.goodbookserp.com/ wp-content/uploads/2017/06/ elements-300x102.png" alt="elements" width="300" height="102" /></a> | ||
Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/06/elements1.png"><img class="alignnone size-medium wp-image-7548" src="http://help.goodbookserp.com/ wp-content/uploads/2017/06/ elements1-144x300.png" alt="elements1" width="144" height="300" /></a> | Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/06/elements1.png"><img class="alignnone size-medium wp-image-7548" src="http://help.goodbookserp.com/ wp-content/uploads/2017/06/ elements1-144x300.png" alt="elements1" width="144" height="300" /></a> | ||
Unchanged: <ul> | Unchanged: <ul> | ||
Unchanged: <li>Now generate the analysis design elements on the left corner of the screen.</li> | Unchanged: <li>Now generate the analysis design elements on the left corner of the screen.</li> | ||
Unchanged: </ul> | Unchanged: </ul> | ||
Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/06/screen- as-result.png"><img class="alignnone size-medium wp-image-7547" src="http://help.goodbookserp.com/ wp-content/uploads/2017/06/ screen-as-result-300x54.png" alt="screen as result" width="300" height="54" /></a> | Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/06/screen- as-result.png"><img class="alignnone size-medium wp-image-7547" src="http://help.goodbookserp.com/ wp-content/uploads/2017/06/ screen-as-result-300x54.png" alt="screen as result" width="300" height="54" /></a> | ||
Unchanged: <ul> | Unchanged: <ul> | ||
Unchanged: <li>Drag the elements from the element box, and drop those are where you need.</li> | Unchanged: <li>Drag the elements from the element box, and drop those are where you need.</li> | ||
Unchanged: <li>If you need the element for Horizontal, you can drag and drop Horizontal.</li> | Unchanged: <li>If you need the element for Horizontal, you can drag and drop Horizontal.</li> | ||
Unchanged: <li>If you need the element for Vertical, you can drag and drop Vertical.</li> | Unchanged: <li>If you need the element for Vertical, you can drag and drop Vertical.</li> | ||
Unchanged: <li>If you need the element for Value, you can drag and drop Value.</li> | Unchanged: <li>If you need the element for Value, you can drag and drop Value.</li> | ||
Unchanged: <li>If you need the element for Filter, you can drag and drop Filter.</li> | Unchanged: <li>If you need the element for Filter, you can drag and drop Filter.</li> | ||
Added: </ul> | |||
Added: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/06/save....png"><img class="alignnone size-medium wp-image-7553" src="http://help.goodbookserp.com/ wp-content/uploads/2017/06/ save...-300x28.png" alt="save..." width="300" height="28" /></a> | |||
Added: <ul> | |||
Added: <li>Now you have to click the Save button for saving the design.</li> | |||
Added: </ul> | |||
Added: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/06/success.png"><img class="alignnone size-medium wp-image-7555" src="http://help.goodbookserp.com/ wp-content/uploads/2017/06/ success-300x38.png" alt="success" width="300" height="38" /></a> | |||
Added: <ul> | |||
Added: <li>Now will generate a success notification.</li> | |||
Added: </ul> | |||
Added: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/06/design.png"><img class="alignnone size-medium wp-image-7556" src="http://help.goodbookserp.com/ wp-content/uploads/2017/06/ design-144x300.png" alt="design" width="144" height="300" /></a> | |||
Added: <ul> | |||
Added: <li>Now your design will be placed at <strong>Report.< /strong></li> | |||
Added: </ul> | |||
Added: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/06/result- ad.png"><img class="alignnone size-medium wp-image-7557" src="http://help.goodbookserp.com/ wp-content/uploads/2017/06/ result-ad-300x109.png" alt="result ad" width="300" height="109" /></a> | |||
Added: <ul> | |||
Added: <li>Your result/final screen will be like the above screen.</li> | |||
Unchanged: </ul> | Unchanged: </ul> | ||
Unchanged: | Unchanged: |
Note: Spaces may be added to comparison text to allow better line wrapping.