In previous articles, we explained that there are generic reports and dashboards in your Frisbii package.
In this article, you'll discover the reports from Frisbii (quotations issued and quotations to be issued) and we will also tell you about list views.
To get the most out of the quotations issued, make sure you have in your Frisbii org, records of quotations that meet the criteria below.
Report on quotations issued
The quotations report allows you to track quotations on a monthly basis. Filters are applied by :
Quotation date
Account
SALES EXCL.
Current year
In Frisbii, access the quotation issued report by following the procedure below:
Steps
Go to the Reports tab
Type Quotations in the search bar
Click on the report Quotations issued
The report is displayed as follows:
Report on quotations to be issued
You will set up a report on quotations to be issued, i.e. quotations whose status is Draft.
Procedure 1
Go to the Reportstab
Type Quotations in the search bar
Click on the report Quotations issued
Click on Save as (to the right of the Modify button)
Give your new report a name (e.g. Quotations to be issued)
Save your new report
While filters have already been applied to the report you've just created, you can now customize it by modifying the filters using the following procedure.
Procedure 2
Click on Filters
For value Status select Equal to Draft
Click on Apply
Once you have defined all your filters, save and run your report:
Explanation of list views
List views allow you to build up and display a filtered list of records, for example to see only contacts, accounts or customized objects such as the Frisbii Quotation.
Why use them?
You can use a list view to browse your sales and service records with different filters.
List views allow you to display and modify records from a list. They are an excellent way of sorting, prioritizing and analyzing records corresponding to the criteria you have defined.
View list views
Worth knowing
You only see data to which you have access in a list view, such as records you own to which you have read or write access, or which are shared with you.
List views also include records held by - or shared with - other users in your company.
The fields you see depend on your layout and field-level security settings.
How to use list views:
Select a list view from the drop-down menu. Pin a list with the pin icon, to set it as your default.
Modify, delete or create a list view using the List view commands menu (Settings icon).
Create records directly from a list view.
Display a list in different ways.
For your information You can view list view data using the different icons, and refine which records are displayed using filters with the list view filter icon.
Depending on the object, you can switch between the standard table view (table icon) indicating the grid view of the list view, the Kanban view (Kanban icon), the mosaic view (mosaic icon) and the split view (split view icon).
Search for the data you need in a list view.
Next, you can edit a field directly from a list view with the pencil icon in the list view header or next to a record detail.
Modify or delete a record by selecting the drop-down menu.
You can also modify and create list views from your records home page using the list view controls (Settings icon). To modify and reorganize the columns displayed in a list view, select Select fields to display.
The fields correspond to the columns in the final list view.
Steps
Add fields to your list view.
Rearrange the columns in your list view.
Save
Columns appear from left to right in the order indicated in the visible fields.
Filter your list view to see only what you want to see:
Now you know all about reports and list views!