This guide helps you to create tables for the user’s home page. To learn more about the home page charts in general and how to share them among the users in a certain sales group, see the guide Home Page Charts.
The pictures in this guide represent an example table which shows the leads assigned to the logged-in user. It is also possible to use operators (sum, average, count) to process the number typed fields in the table – you can find an example in Summaries in Tables.
Creating the Chart
You can start creating a bar or line chart by clicking the Add button on the home page and by selecting Chart. Give the chart a name and suitable sharing settings (if needed).
The settings of the chart will then appear on the home page. You can first see the fields Main module and Chart type:
- Main module – select the main module whose information is reported in the chart.
- Chart type – select “Table”.
When you have specified the main module and chart type, more settings will appear (see also the picture below).
The field Grouping field is automatically filled with the same module as the main module and in most cases you do not need to change this. You must then select a field in Field picklist and this field will be used group the table rows. In the picture’s example case, we don’t want to use grouping, but instead list all the leads on their own rows. The best grouping option for this is Lead No or CRM ID.
When you are done with the settings on the Start tab, you can proceed to other tabs.
On the Fields tab you can determine the fields that will be shown as columns in the table. There must be at least one column and you can add more be clicking the Add button. Similarly, an unnecessary column can be erased with the Delete button.
You can select a field by first selecting the module from the first picklist and then the field itself from the second one (see the picture below). The third picklist can be used to select an operator for the field (count, sum, average), or you can always just show the field’s value as it is with the option “Show field content”. With the last picklist, you can order all the rows in the table by the value in that column.
On the Conditions tab, you can set a time range and other limitations for the reported data.
There are following options for the Time range:
- Current year – a full calendar year.
- Previous year – the previous full calendar year.
- Time span – a certain time period to the past or future from the present moment. You can set the time span by typing a number and a measure of time (month/quarter/half a year/year).
- Time span (past/future) – like the previous option, but you can set the time span to the past and future at the same time.
- No time range – ignore the time stamps and use all the data.
NOTE: If you have selected a date field as the grouping field, the time range is determined by that field. In all the other cases the entities’ Created time is used.
With the Filter field, you can easily add a filter to make the chart only show data assigned to the logged-in user or their sales group.
The activated Show time range in title selection will add a title row that shows the time range for the data in the chart.
With Report only top checkbox you can choose to show e.g. only the first 5 or 10 rows. After activating the field, you can specify how many rows should be shown.
You can also create conditions for the chart the same way you would for e.g. a target group (for more information, see the guide Target Groups).
Usually you don’t need to do anything on the Grouping tab: the selections made for the horizontal axis are also copied for this tab. If further grouping is needed, you can create more rules with the Add button.
When all the settings are ready, you can save the table with the Save settings button at the top right corner. After that, you can see the outcome by clicking Close settings next to it.