Associated Object Report allows users to create, manage, and generate reports on associated apps efficiently. This allows users to generate a report by merging the data from two apps in Apptivo. You can quickly generate a report on opportunities and any associated app.
Steps to create an Associated Object Report
- Go to Settings → Reports → Associated Object Report in the Opportunities app.
- The Associated objects report page will open, click on the Create button.
- Now the name of the report is given as “Contacts Opportunities Report”, the Associated object is selected as Contacts. If you want, you can either enable or disable the Advanced Filter Option.
- With the help of the Criteria section, you can filter the attributes according to your requirements. By doing this, you will be able to generate a report with the attributes that you wish to have.
- In the Insert attribute dropdown, you can view the list of attributes present in the Opportunities app. Here, the condition is added as the Sales stage is in the Prospecting stage.
- To create Associated Object records, you need to select the column attributes too.
- The column attributes list helps you to decide the title of the column of your report.
- Here the Filter attribute section is updated as Sales Stage and Type.
- You can select the attributes that you wish to add in the column of the report. Here, Name, Sales Stage, Customer, Contact, Type, Lead Source, Close Date, and Assigned To. Click on the Arrow to update it.
- Now for the Associated objects Conatcs column, assign a Filter attribute. Here it’s assigned as Contact Type, Assigned To, Status and Categories.
- Now, select the column attributes that you wish to update. Here the First Name, Job Title, Contact Type, Customer, Supplier, Assigned To, Categories, and Status are updated.
- You can also view the consolidated view of the selected attributes.
- Now the Associated Object report is created.
- Click on the Reports icon to view the Reports.
- You can see the New deals report present below the Associated Object reports in the right panel.
- When you click on it, you can see the View report option on the right side. Click on it and you will find the report.
- Here in the report, you can see the list of column attributes that you selected and the filter attribute you have set.
- You can click on the Export and get the report downloaded in CSV format.
Note:
- The reports incorporates a "Privilege" feature, offering authorized access to designated individuals. Those who possess the necessary privilege will have the capability to access and review the reports.
- You have the option to assign either a standard or custom privilege to the reports and allocate it to employees within various roles as needed.
