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You are viewing an old revision of this post, from June 13, 2017 @ 07:27:11. See below for differences between this version and the current revision.

How to create Analysis Design?

  • I am going to take Schedule Date Wise for to take Pivot view(report) for example.
2
  • Go to modules -> CRM -> Reports -> Analysis -> Analysis design.
Analysis design
  • Go to the drop down -> Analysis design.
Analysis design sheet
  • This is the analysis design sheet.
  • Now you can do your design in the analysis design screen.
select analysis
  • Now you are Select or enter your analysis(What would you need for analysis).
Analysis querry
  • Now you should give name your Analysis in the Analysis Query field.
Module analysis
  • Now you should select the module of your analysis.
Parent menu of analysis
  • Now you should select the parent menu of your Analysis design.
elements elements1
  • Now generate the analysis design elements on the left corner of the screen.
screen as result
  • 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.
save...
  • Now you have to click the Save button for saving the design.
success
  • Now will generate a success notification.
design
  • Now your design will be placed at Report.
result ad
  • Your result/final screen will be like the above screen.
 

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