
- 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 | ||
---|---|---|---|
Content | |||
Unchanged: • I am going to take Schedule DateWise for to take Pivot view(report) for example. | 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> | 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 -> CRM -> Reports -> Task -> Schedule Datewise. | Added: <li>Go to modules -> CRM -> Reports -> Task -> 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> | 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> | 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> | 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> | 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> | 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 -> 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 -> 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 -> 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 -> Slidebar -> Report -> Task -> 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 -> View -> 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: | Unchanged: | ||
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 -> You Should click your created view. | |||
Deleted: Now Generate a empty screen. | |||
Deleted: Again go to the drop-down menu -> To click Pivot. | |||
Deleted: Now generate the above Popup screen. | |||
Deleted: Go to the right corner of the screen -> 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. |
Note: Spaces may be added to comparison text to allow better line wrapping.