Reporting Overview

Reporting offers you a wide range of reports that present information about all aspects of your data, including projects, clients, and employees. The reports come with a set of default formatting options, which you may keep or change.

In Reporting, you can do the following:

  • Generate reports to preview on the screen or to print. You can print the report immediately, or you can schedule it to run at a later time.
  • Set report options that control how information is displayed on the report, which columns are included, and how the data is sorted and grouped.
  • Select the data that is included on reports.
  • Save sets of report options to use again. The sets of options include all settings on all options tabs. You can also save sets of selection criteria. Both types of named, saved sets are available whenever you print reports. This makes the reporting process easier and quicker.
  • Create and save favorite report formats. A favorite is a set of saved options combined with a set of saved record selection criteria. After you create a favorite, you can generate a favorite report with current data with just one click. Ajera CRM automatically applies all options settings, including formatting options, and retrieves the appropriate records.
  • Access any report or favorite report from your dashboard.
  • Drill down to another report to see supporting detail.
  • Export Ajera CRM data to an Adobe Portable Document Format (PDF) file, a Microsoft® Excel spreadsheet file, and other common file formats.

User roles determine whether or not a user can generate each type of report and what data is displayed on the reports they can generate.

Reporting Services

Ajera CRM uses SQL Server Reporting Services to generate standard reports, manage reporting processes, and provide tools for building custom reports. SQL Server Reporting Services is a component of Microsoft SQL Server and part of the Microsoft Business Intelligence framework. You automatically receive SQL Server Reporting Services with your SQL Server database.

The reporting features that SQL Server Reporting Services provides vary somewhat based on the version of SQL Server that you are using.

See the Deltek Ajera CRM Technical Installation Guide for detailed information about setting up reporting services, required versions of SQL Server Reporting Services, and related topics.

Report Administration

The Report Administration utility allows you to load reports on the report server, view the list of available printers for reports, display servers and reports' current activity, that are currently running on the report server, delete jobs, and view log data.

Reports Grid

You use the Reports grid to select reports, set options, select data, create favorites, preview reports, and print reports.

Report Descriptions

The Help System provides descriptions of the standard reports. The descriptions include column and option definitions. The report descriptions are grouped by category. For example, the descriptions for all reports related to contacts are grouped under Contacts.

Custom Reports

Reporting offers the following tools for creating custom reports from information in your Ajera CRM database:

  • Report Builder — Use Report Builder to create simple table, matrix, and chart reports. You can filter, group, and sort report data, and you can use formulas in your reports.
  • Report Designer — Use Report Designer to create both simple and complicated reports. Report Designer is a full-featured, advanced report writing tool that is hosted within Microsoft Visual Studio.

Related topics:

  • Configuration and Reporting
    Many options in other areas of Ajera CRM affect both the data you see in Reporting and the Reporting options available to you for working with the data.
  • Favorite Reports Overview
    If you apply report options and record selection criteria to a report, Ajera CRM retains those settings for the report only until you log out. The next time that you log in, Ajera CRM again applies your default settings to the report. If you design a report format that you want to use again, save it as a favorite report. When you run a favorite report, you do not need to specify the options each time.
  • Reporting Procedures Overview
    Ajera CRM Reporting offers many ways to create and generate reports. Initially, many of the reports have default settings for the report's options. You can change both the content of the report and its formatting if the default settings do not meet your needs.
  • Reporting Screens Overview
    In addition to the Reporting form, you use the Options dialog box, Preview Window, and various formatting dialog boxes to work with and print reports.
  • Report Descriptions Overview
    Reporting provides an extensive selection of standard reports. Each set of report description topics includes an overview topic, one or more topics that describe the report options, and a topic that describes the contents of the report columns.
Parent Topic: Welcome to the Deltek Ajera CRM Help System