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How to create Pivot view?

• I am going to take Schedule DateWise for to take Pivot view(report) for example.

2

  • Go to modules -> CRM -> Reports -> Task -> Schedule Datewise.

rep

  • TO click view setting from the drop down.

View setting add

  • Now You are click the Add Button.

View setting Entry

  • Display the screen while you click Add button.

View name

  • Now you should enter Report view name in the View name field.

Enable pivot

  • Now you Should enable Pivot from the View Type.

Enable fields

  • What field do you want You may enable needed fields only.

save

  • Now click the Save button.

result report

  • Now generate the Notification for Success.

close rep

  • Now close the Schedule report.

again sdw

  • Go to view from the drop-down -> You Should click your created view.

empty screen

  • Now Generate a empty screen.

rep

  • Again go to the drop-down menu -> To click Pivot.

popup pivot.png

  • Now generate the above Popup screen.

icon fields

  • Go to the right corner of the screen -> Click the above.

fields

  • Now enable the all fields.
  • If you want to add the field by Filter, you can add.
  • If you want to add the field by Rows, you can add.
  • If you want to add the field by Column, you can add.
  • If you want to add the field by Value, you can add.

save

  • Then click the save button.
  • Close the popup.
  • Close your Schedule Datewise Screen.
  • Again go to ->  Slidebar -> Report -> Task -> Schedule Datewise.

again sdw

  • Again go to the Drop-down menu -> View -> Click your created view.

result screen

  • Now your result show like the above screen.

chart view

  • The result will generate also chart view(Refer above screen).

chart select

  • We can change chart type also.

 

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