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.

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
 Unchanged: <ul>
 Unchanged:  <li>I am going to take Schedule Date Wise for to take Pivot view(report) for example.</li>
 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: <ul>
 Unchanged:  <li>Go to modules -&gt; CRM -&gt; Reports -&gt; Analysis -&gt; Analysis design.</li>
 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: <ul>
 Unchanged:  <li>Go to the drop down -&gt; Analysis design.</li>
 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: <ul>
 Unchanged:  <li>This is the analysis design sheet.</li>
 Unchanged:  <li>Now you can do your design in the analysis design screen.</li>
 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: <ul>
 Unchanged:  <li>Now you are Select or enter your analysis(What would you need for analysis).</li>
 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: <ul>
 Unchanged:  <li>Now you should give name your Analysis in the Analysis Query field.</li>
 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: <ul>
 Unchanged:  <li>Now you should select the module of your analysis.</li>
 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: <ul>
 Unchanged:  <li>Now you should select the parent menu of your Analysis design.</li>
 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/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:  <li>Now generate the analysis design elements on the left corner of the screen.</li>
 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: <ul>
 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 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 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: &nbsp;

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Revision Differences