This article will explain how to access reports and export them to excel.
Finding, viewing, and downloading reports from the dashboard (Video)
1. You can access reports via the menu bar,
Or by the App Launcher (you will have to scroll down the app launcher),
Or by the Dashboard (you may have to scroll down the dashboard).
2. If you selected a specific Report it will display (go to step 4), if you have selected Reports from the the App Launcher or by Selecting Reports on the menu bar the Reports Page displays. Click/select All Reports from the Reports page to display a list of all the reports available.
3. With the list of reports displayed, scroll through the list till the specific report is reached, then click/select the Report Name.
4. Sort the data in the report by clicking on the Column title (the small arrow next to the column name indicates it can be used to re-sort report).
After clicking on the column title the data sorts to below
5. To download the report, click the down arrow at the upper right-hand corner.
6. With the options displayed, click/select Export.
7. The Export Page appears. Click/select Formatted Report and format Excel format.xls., then lick/select Export.
8. An Excel icon with the report name will be displayed in the lower left-hand corner of the screen. Click/select the report/file name to launch excel and view report.
9. With the Report open in Excel. Use excel to edit, print and save the data be accessed again.
AIA Net Revenue Minus Refunds Report Documentation
Jira Ticket
Objects Used (with Fields Used)
- Sales Orders
- Contact: Full Name
- Contact: Phone
- Contact: Firm
- Sales Order #
- Total
- Refund Amount
- Net Total
- Event Registrations
- Event: Event Name
- Receipts
- Type
- Total
Features Used
- Spark Admin - Rollup Summary Fields
- OrderApi__Sales_Order__c (Refund_
- Used to create a SUM of the Total of all Receipts that are of the “Refund” Type for a Sales Order.
- It then presents the refund amount on the “Refund Amount” field for the Sales Order object.
- This was done to easily present the refund amount for all receipts per Sales Order and be able to easily report on it.
Report
- Link
- The current report above is located in the "Ann reports" folder. Presently, there is no specific event being filtered.
Test Scenario
- Create a report of the type Sales Orders and Event Registrations.
- Add the following Fields:
- Group Rows:
- Event: Event Name (from the Event Registrations Object)
- Sales Order #
- Total (from Sales Order Object)
- Refund Amount (from Sales Order Object)
- Net Total (from Sales Order Object)
- Add the following Filters:
- Under "Show Me": select "All Sales Orders
- Under the second "Date" filter provided, select Created Date (Sales Order Object) and "All Time"
- Add a Cross-Filter that shows Sales Orders with Receipts
- As an output you should expect to see:
- All Sales Orders which have Receipts records, grouped by a specific Event, including the Totals for Sales Orders, Refund Amounts for Sales Orders, and Net Total (Payments - Refunds) for each Sales Order.