![\"\"](\"https:\/\/sagefinancialsknowhow.com\/wp-content\/uploads\/2019\/09\/ReportingImage2.png\")
<\/p>\n<\/p>\n
This is the second article in the series FIVE different reporting technologies included in Sage Financials<\/em>. Following on from the first article on Key Financial Reports,<\/a> this article is a primer for Salesforce Reports.<\/p>\n Sage Financials extensively uses Salesforce Reports \u2013 for example Aged Debtors & Creditors reports, and the Balance Sheet and PnL drill down displays the detailed data in a Salesforce Report.<\/p>\n The easiest way to get to grips with Salesforce Reports is to modify existing Sage Financials report. But first look through the details below to get an understanding of how the Salesforce Reporting model works and refer back to this article as you explore the different features.<\/p>\n *** WARNING ***<\/span> always click \u2018Save As\u2019 to make a copy of a Sage Financials report BEFORE editing it!<\/p>\n Salesforce provides a powerful reporting engine which is used extensively in Sage Financials and provides an excellent tool for presentation of data. This diagram summarises the Reporting Model.<\/p>\n To create a report in Salesforce, first you define the data source (Report Type), then in the Report editor you can define Filters, along with Row & Column Groupings and Column Definitions to setup how the Report is displayed. You can add Charts to the Report and use the Report as the source for a Dashboard Component.<\/p>\n When you create a [New] report, the first thing you need to choose is the \u2018Report Type\u2019 which is the data source for Salesforce reports:<\/p>\n The data source is where the data comes from \u2013 from the Dimension Tag, or the Ledger Item for example.<\/p>\n You can create your own \u2018Custom Report Type\u2019 where you can define parent-child objects and the fields to be available and Sage Financials makes use of several Custom Report Types. However, all Salesforce Objects & related Objects can be used as \u2018Report Types\u2019, providing the object is setup to \u2018Allow Reports\u2019:<\/p>\n From the Object Details click [Edit]:<\/p>\n Typical Report Types are:<\/p>\n \u2020 You may need to turn on \u2018Allow Reports\u2019 for this object <\/em><\/p>\n The Report Type is displayed in the top left when editing reports: NB:<\/strong> Report Types only let you walk DOWN the hierarchy tree, so you can select \u2018Journal Items with Journal Item Tags\u2019, but you CANNOT select \u2018Journal Items with Journal Item Tags and Tags\u2019. But what you CAN do is add required Tag information as formula fields to the \u2018Journal Item Tags\u2019 object.<\/p>\n Once you have chosen the \u2018Report Type\u2019 you enter the Report Editor and can edit the Filters:<\/p>\n There are some key filters you need to edit:<\/p>\n NB:<\/strong> In Edit mode you only see a sample of the data previewed, you need to click on [Run] report to see the full data set.<\/p>\n You can use the \u2018Outline\u2019 tab to choose which fields to display:<\/p>\n With a Report Type of \u2018Ledger Entry with Ledger Items\u2019 you can choose fields from either the Ledger Entry object or the Ledger Item object. But some of the fields appear in BOTH objects, so make sure you choose the field from the right Object!:<\/p>\n You will want the Base Cred and Base Debit from the Ledger Item, not the Ledger Entry!<\/p>\n You can Group Rows by many different fields, for example by Ledger Account which summarises by Ledger Account and then displays a Subtotal for Cr & Db:<\/p>\n Typical fields you might group by include:<\/p>\n The Date field is often used for Column<\/em> Grouping, but usually you want to set the \u2018Group Date By\u2026\u2019 to \u2018Calendar Month\u2019 or similar to get a matrix style report:<\/p>\n Once you have created your report you can add a chart for clarity. In both Report Charts and Dashboard Components you can choose from a variety of chart types, but they all work in a similar way. You must have a Row or Column Group, and these are the basis for grouping in the charts as well.<\/p>\n The chart is displayed when you view the report, and one of the nice features is you can click on a sector of this doughnut, and the report drills down to show just those value.<\/p>\n Or you can add the report as a component to a Dashboard. This enables you to collect several key metrics into a single place for easier analysis:<\/p>\n Dashboards can be used for many purposes:<\/p>\n With all dashboard components you can drill down to display the actual report the component is bases on<\/p>\n Salesforce Reports have a host of powerful features, and some other features you might want to look into are:<\/p>\n <\/p>\n <\/p>\n <\/p>\n <\/p>\n Did you find this useful? Please\u00a0register to receive regular updates from Sage Financials\u00a0knowhow<\/em><\/a>.\u00a0<\/strong><\/p>\n If YOU are looking for training on reports, please fill in the Alpha Index enquiry form<\/a><\/p>\n","protected":false},"excerpt":{"rendered":" This is the second article in the series FIVE different reporting technologies included in Sage Financials. Following on from the first article on Key Financial Reports, this article is a primer for Salesforce Reports. FIVE different reporting technologies included in Sage Financials Key Financial Reports Salesforce Reports Sage Intelligence Einstein Analytics Financials Reporter Getting to Read more about Sage Financials Reporting Explained – Salesforce Reports<\/span>[…]<\/a><\/p>\n","protected":false},"author":1,"featured_media":834,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[4],"_links":{"self":[{"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/posts\/849"}],"collection":[{"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/comments?post=849"}],"version-history":[{"count":0,"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/posts\/849\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/media\/834"}],"wp:attachment":[{"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/media?parent=849"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/categories?post=849"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/tags?post=849"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}\n
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Getting to grips with Salesforce Reports<\/h2>\n
Salesforce Reporting model<\/h2>\n
![\"\"](\"https:\/\/sagefinancialsknowhow.com\/wp-content\/uploads\/2019\/09\/Salesforce-REport-Structure.jpg\")
<\/p>\nData Source (Report Type)<\/h3>\n
![\"\"](\"https:\/\/sagefinancialsknowhow.com\/wp-content\/uploads\/2019\/09\/Choose-Report-Type.jpg\")
<\/p>\n![\"\"](\"https:\/\/sagefinancialsknowhow.com\/wp-content\/uploads\/2019\/09\/AllowReporting2.jpg\")
<\/p>\n\n
\n![\"\"](\"https:\/\/sagefinancialsknowhow.com\/wp-content\/uploads\/2019\/09\/ReportType-selected.jpg\")
<\/p>\nFilters<\/h3>\n
![\"\"](\"https:\/\/sagefinancialsknowhow.com\/wp-content\/uploads\/2019\/09\/Filters.jpg\")
<\/p>\n\n
\nSet a filter of \u2018Actual\u2019 for this field otherwise you will also get \u2018Actual Deleted\u2019<\/li>\n
\nSet a filter of \u2018False\u2019 for this field to exclude draft Ledger Entries.<\/li>\n
\n![\"\"](\"https:\/\/sagefinancialsknowhow.com\/wp-content\/uploads\/2019\/09\/FY-Period.jpg\")
\nand can then be used as filters in the reports<\/li>\nColumn Definitions<\/h3>\n
![\"\"](\"https:\/\/sagefinancialsknowhow.com\/wp-content\/uploads\/2019\/09\/Outline.jpg\")
<\/p>\n![\"\"](\"https:\/\/sagefinancialsknowhow.com\/wp-content\/uploads\/2019\/09\/Columns2.jpg\")
<\/p>\nRow and Column Grouping<\/h3>\n
![\"\"](\"https:\/\/sagefinancialsknowhow.com\/wp-content\/uploads\/2019\/09\/Row-Group.jpg\")
<\/p>\n\n
![\"\"](\"https:\/\/sagefinancialsknowhow.com\/wp-content\/uploads\/2019\/09\/Date-By-Month.jpg\")
<\/p>\nCharts & Dashboards<\/h3>\n
![\"\"](\"https:\/\/sagefinancialsknowhow.com\/wp-content\/uploads\/2019\/09\/Chart.jpg\")
<\/p>\n![\"\"](\"https:\/\/sagefinancialsknowhow.com\/wp-content\/uploads\/2019\/09\/Dashboard2.jpg\")
<\/p>\n\n
\nThe key is to identify THE metric that best measures the success of you company.<\/li>\nFurther Reading<\/h3>\n
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