Reports and Dashboards – Symphonix

Q2 Origination offers comprehensive reporting features that leverage robust analytics to help you evaluate your users and business performance.

There are two types of reports:

Standard that is offered by Salesforce
Custom that you can create

You can customize or clone a standard report and save it to your custom folders for use.

Through the Reports or Dashboard tab, you can define various reports and create pictorial representations of these data. The reports and dashboards use the Salesforce report builder tool. You can select from different formats, like Tabular, an online MS Excel format of data, or Summary, which allows creating a summary of some values, for example, a summary of the incomes of a list of borrowers. You can also use features like conditional formatting to customize the display based on calculations performed on the field values. For example, if the Sum of Amounts of the financed amounts is between 2 million and 3 million, the value must be highlighted in Yellow.

You can also sort the report details through the Grouped By and Sorted By options.

Once you have created a report, you can export it in two ways:

MS Excel- This provides a tabular report of the data without any color coding or conditional formatting.
Printable View- This format retains any color coding, summary figures, and conditional formatting you have defined in the report.

Exposure Monitoring and Service Level Tracking

Along with the various business reports, you can also leverage the object field values to generate reports that help you monitor and track the exposure and service levels for application processing. You can define many of these reports using the Application Status. For example:

Monitor the processing times for applications by capturing the date the application entered into the New-Entered status and the date its status updated to Closed.
Monitor the departmental efficiency by measuring the duration for which an application stays with one department, by the date its status changed on being received and worked on or approved by that department.
Generate a report to indicate that the processing on an application has ended and hence that the application needs not to be clocked further for time and effort metrics. This report uses the Closed Status field values of the Org Parameters custom settings.

Prerequisites

Before you proceed to create a report, ensure that the following prerequisite is met:

The report type is set up.

Steps

To create a report:

Log in to your Salesforce account.
Select + in the list of tabs and select Reports in the list of All Tabs.

Alternatively, select Dashboard.
To create a report, navigate to the folder where you want to create the report and select New Report.

You can create or save a custom report in a custom folder only.
From the Select Report Type list, select the report you want to generate.

For example, you may have a report type called Customers within a parent category of Customers&Employees, which stores all your customers' data.

The system displays a sample format for your preview. You can modify the format to add and remove fields when you start to create the report.
Select Create.
Specify the filters, if any, and the format in which you want to view the data, for example, Tabular, Summary, or Matrix (a row and column grouping of data).
Specify the date range for which the data must be fetched for the report.
Drag and drop any additional fields from the list of available fields on the left, and remove any fields that are not required.

For example, you may want to see the customer name, customer site, rating, industry, type, and so on.
Select Save to save the report format. Provide the report name, description, and the folder under which you want to save it.

For example, My Customers Reports includes industry classification and Customer Reports folder, respectively.
If required, run the report from the Save dialog box or by selecting the Run Report button without saving the report. When you run the report, you have the option to
1. Save it by selecting Save As
2. Scheduling future runs by selecting the Run Report drop down and selecting Schedule Future Runs...
3. Exporting the report by selecting Export Details. You can export a report in MS Excel or .CSV format.

To create a dashboard:

Log in to your Salesforce account.
Select + in the list of tabs and select Dashboard in the list of All Tabs.

Alternatively, select Reports.
Select New Dashboard...

The Dashboard page is displayed.
Select DashboardProperties to define the title and location where you want to save the dashboard in the General tab and the look and feel of the components in the Component Settings tab.
Select Components to select the types of charts and diagrams to include in the dashboard.

Drag and drop them in the Dashboard design template on the right. You can delete or add sections in the Dashboard.
Specify a title, and the header and footer for the chart or table, if required.
Select the Data Sources tab in the left navigation bar to select the data for each of your components.

You must associate a report or Visual force page with each section of the Dashboard template.
Select the settings icon at the top right corner of each component to define further detail.
Select Save to create the dashboard.

If you did not specify the dashboard properties earlier, you are prompted to do it now.

Exposure Monitoring and Service Level Tracking

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