How to create Pivot view?

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

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

TO click view setting from the drop down.

Now You are click the Add Button.

Display the screen while you click Add button.

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

Now you Should enable Pivot from the View Type.

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

Now click the Save button.

Now generate the Notification for Success.

Now close the Schedule report.

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

Now Generate a empty screen.

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

Now generate the above Popup screen.

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

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.

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

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

Now your result show like the above screen.

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

We can change chart type also.

Contents

Revisions

August 5, 2017 @ 05:33:36 [Current Revision] by arul
June 10, 2017 @ 09:25:49 by arul
June 10, 2017 @ 09:25:39 [Autosave] by arul
June 9, 2017 @ 10:40:21 by arul
June 9, 2017 @ 10:36:27 by arul
June 9, 2017 @ 10:25:02 by arul

Revision Differences

--- June 9, 2017 @ 10:25:02
+++ Current Revision
 Unchanged: • I am going to take Schedule DateWise for to take Pivot view(report) for example.
 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>
+Added: <ul>
-Deleted: Go to modules -&gt; CRM -&gt; Reports -&gt; Task -&gt; Schedule Datewise.
+Added:  <li>Go to modules -&gt; CRM -&gt; Reports -&gt; Task -&gt; Schedule Datewise.</li>
+Added: </ul>
 Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/06/rep.png"><img class="alignnone size-medium wp-image-7414" src="http://help.goodbookserp.com/ wp-content/uploads/2017/06/ rep-153x300.png" alt="rep" width="153" height="300" /></a>
+Added: <ul>
-Deleted: TO click view setting from the drop down.
+Added:  <li>TO click view setting from the drop down.</li>
+Added: </ul>
 Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/06/View- setting-add.png"><img class="alignnone size-medium wp-image-7516" src="http://help.goodbookserp.com/ wp-content/uploads/2017/06/ View-setting- add-300x75.png" alt="View setting add" width="300" height="75" /></a>
+Added: <ul>
-Deleted: Now You are click the Add Button.
+Added:  <li>Now You are click the Add Button.</li>
+Added: </ul>
 Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/06/View- setting-Entry.png"><img class="alignnone size-medium wp-image-7517" src="http://help.goodbookserp.com/ wp-content/uploads/2017/06/ View-setting- Entry-300x160.png" alt="View setting Entry" width="300" height="160" /></a>
+Added: <ul>
-Deleted: Display the screen while you click Add button.
+Added:  <li>Display the screen while you click Add button.</li>
+Added: </ul>
 Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/06/View- name.png"><img class="alignnone size-full wp-image-7518" src="http://help.goodbookserp.com/ wp-content/uploads/2017/06/ View-name.png" alt="View name" width="276" height="60" /></a>
+Added: <ul>
-Deleted: Now you should enter Report view name in the View name field.
+Added:  <li>Now you should enter Report view name in the View name field.</li>
+Added: </ul>
 Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/06/Enable- pivot.png"><img class="alignnone size-medium wp-image-7519" src="http://help.goodbookserp.com/ wp-content/uploads/2017/06/ Enable-pivot-300x26.png" alt="Enable pivot" width="300" height="26" /></a>
+Added: <ul>
-Deleted: Now you Should enable Pivot from the View Type.
+Added:  <li>Now you Should enable Pivot from the View Type.</li>
+Added: </ul>
+Added: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/06/Enable- fields.png"><img class="alignnone size-medium wp-image-7521" src="http://help.goodbookserp.com/ wp-content/uploads/2017/06/ Enable-fields-300x87.png" alt="Enable fields" width="300" height="87" /></a>
+Added: <ul>
+Added:  <li>What field do you want You may enable needed fields only.</li>
+Added: </ul>
+Added: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/06/save.png"><img class="alignnone size-full wp-image-7522" src="http://help.goodbookserp.com/ wp-content/uploads/ 2017/06/save.png" alt="save" width="79" height="45" /></a>
+Added: <ul>
+Added:  <li>Now click the Save button.</li>
+Added: </ul>
+Added: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/06/result- report.png"><img class="alignnone size-medium wp-image-7523" src="http://help.goodbookserp.com/ wp-content/uploads/2017/06/ result-report-300x78.png" alt="result report" width="300" height="78" /></a>
+Added: <ul>
+Added:  <li>Now generate the Notification for Success.</li>
+Added: </ul>
+Added: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/06/close- rep.png"><img class="alignnone size-full wp-image-7524" src="http://help.goodbookserp.com/ wp-content/uploads/2017/06/ close-rep.png" alt="close rep" width="282" height="217" /></a>
+Added: <ul>
+Added:  <li>Now close the Schedule report.</li>
+Added: </ul>
+Added: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/06/again- sdw.png"><img class="alignnone size-medium wp-image-7525" src="http://help.goodbookserp.com/ wp-content/uploads/2017/06/ again-sdw-238x300.png" alt="again sdw" width="238" height="300" /></a>
+Added: <ul>
+Added:  <li>Go to view from the drop-down -&gt; You Should click your created view.</li>
+Added: </ul>
+Added: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/06/empty- screen.png"><img class="alignnone size-medium wp-image-7526" src="http://help.goodbookserp.com/ wp-content/uploads/2017/06/ empty-screen- 300x116.png" alt="empty screen" width="300" height="116" /></a>
+Added: <ul>
+Added:  <li>Now Generate a empty screen.</li>
+Added: </ul>
+Added: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/06/rep.png"><img class="alignnone size-medium wp-image-7414" src="http://help.goodbookserp.com/ wp-content/uploads/2017/06/ rep-153x300.png" alt="rep" width="153" height="300" /></a>
+Added: <ul>
+Added:  <li>Again go to the drop-down menu -&gt; To click Pivot.</li>
+Added: </ul>
+Added: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/06/popup- pivot.png"><img class="alignnone size-medium wp-image-7527" src="http://help.goodbookserp.com/ wp-content/uploads/2017/06/ popup-pivot-300x65.png" alt="popup pivot.png" width="300" height="65" /></a>
+Added: <ul>
+Added:  <li>Now generate the above Popup screen.</li>
+Added: </ul>
+Added: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/06/icon- fields.png"><img class="alignnone size-full wp-image-7528" src="http://help.goodbookserp.com/ wp-content/uploads/2017/06/ icon-fields.png" alt="icon fields" width="111" height="72" /></a>
+Added: <ul>
+Added:  <li>Go to the right corner of the screen -&gt; Click the above.</li>
+Added: </ul>
+Added: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/06/fields.png"><img class="alignnone size-medium wp-image-7529" src="http://help.goodbookserp.com/ wp-content/uploads/2017/06/ fields-300x138.png" alt="fields" width="300" height="138" /></a>
+Added: <ul>
+Added:  <li>Now enable the all fields.</li>
+Added:  <li>If you want to add the field by Filter, you can add.</li>
+Added:  <li>If you want to add the field by Rows, you can add.</li>
+Added:  <li>If you want to add the field by Column, you can add.</li>
+Added:  <li>If you want to add the field by Value, you can add.</li>
+Added: </ul>
+Added: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/06/save.png"><img class="alignnone size-full wp-image-7522" src="http://help.goodbookserp.com/ wp-content/uploads/ 2017/06/save.png" alt="save" width="79" height="45" /></a>
+Added: <ul>
+Added:  <li>Then click the save button.</li>
+Added:  <li>Close the popup.</li>
+Added:  <li>Close your Schedule Datewise Screen.</li>
+Added:  <li>Again go to -&gt;  Slidebar -&gt; Report -&gt; Task -&gt; Schedule Datewise.</li>
+Added: </ul>
+Added: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/06/again- sdw.png"><img class="alignnone size-medium wp-image-7525" src="http://help.goodbookserp.com/ wp-content/uploads/2017/06/ again-sdw-238x300.png" alt="again sdw" width="238" height="300" /></a>
+Added: <ul>
+Added:  <li>Again go to the Drop-down menu -&gt; View -&gt; Click your created view.</li>
+Added: </ul>
+Added: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/06/result- screen.png"><img class="alignnone size-medium wp-image-7535" src="http://help.goodbookserp.com/ wp-content/uploads/2017/06/ result-screen- 300x154.png" alt="result screen" width="300" height="154" /></a>
+Added: <ul>
+Added:  <li>Now your result show like the above screen.</li>
+Added: </ul>
+Added: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/06/chart- view.png"><img class="alignnone size-medium wp-image-7536" src="http://help.goodbookserp.com/ wp-content/uploads/2017/06/ chart-view-300x219.png" alt="chart view" width="300" height="219" /></a>
+Added: <ul>
+Added:  <li>The result will generate also chart view(Refer above screen).</li>
+Added: </ul>
+Added: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/06/chart- select.png"><img class="alignnone size-medium wp-image-7537" src="http://help.goodbookserp.com/ wp-content/uploads/2017/06/ chart-select-300x58.png" alt="chart select" width="300" height="58" /></a>
+Added: <ul>
+Added:  <li>We can change chart type also.</li>
+Added: </ul>
 Unchanged: &nbsp;
-Deleted: What field do you want You may enable needed fields only.
-Deleted: Now click the Save button.
-Deleted: Now generate the Notification for Success.
-Deleted: Now close the Schedule report.
-Deleted: Go to view from the drop-down -&gt; You Should click your created view.
-Deleted: Now Generate a empty screen.
-Deleted: Again go to the drop-down menu -&gt; To click Pivot.
-Deleted: Now generate the above Popup screen.
-Deleted: Go to the right corner of the screen -&gt; Click the above.
-Deleted: Now enable the all fields.
-Deleted: If you want to add the field by Filter, you can add.
-Deleted: If you want to add the field by Rows, you can add.
-Deleted: If you want to add the field by Column, you can add.
-Deleted: If you want to add the field by Value, you can add.

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Revision Differences