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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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