Table of Contents

Reports

The Reporting Module allows authorized users to create reports, such as how many configurations have been completed in a certain time frame, who completed them, how many quotes were generated or how many projects were created, their status, activities by departments, individual users, customers, etc. CallidusCloud CPQ administrators can set these reports up by using the administrative interface for the reporting module.
Reporting Module administration is invoked by clicking on the Reports link under the Quotes admin menu. The picture below shows a list of existing reports and some action buttons which are used to Add, Change (edit), Copy or Delete reports.

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Reports Administration


Clicking the Add New button brings up a new screen where user can choose to create a Standard Report (which can have filters) or a Common TreeView Report.

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Report Type


Creating either a standard or a tree report requires the administrator to select from a list of standard views or stored procedures as shown in the following picture.

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Forms Of View


Currently CPQ does not provide any stored procedure as report source.

The following picture, (Standard Report → View), shows a typical list of standard views. Views are similar to tables that combine data from 2 or more CPQ database tables.

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Typical Standard Views


After selecting the desired view, user will see a report definition screen as shown in the image below:
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Selecting Desired View


The first column lists all the fields from the database that are available for the report using the selected “view” from the previous screen.
Column order specifies which data (columns) should be included in the report and the order in which the columns will appear from left to right.
Sort Type controls data sorting within the column, either ascending or descending.
Here is an example of the report derived from Quotes view:

An Example of the Report


The report has the following columns: Quote Number, Date Created, Quote Creator, Total Quote Amount. Sort Order and Sort Type are also defined. Clicking the Preview button will bring up a screen with a preview of the report as shown in the following image:

Preview of An Report


Sometimes there is a need to group records within a report by certain fields. To do this, click the Group By checkbox next to the field(s) you wish to group. The Group By function is described in the following examples:

Example 1

The first report has the following columns: Quote Creator, Customer Name, Total Quote Amount. Sort Order, Sort Type, Group By and Total are also defined. The report will display quotes grouped by Quote Creator and Customer Name, and a sum of the Total Quote Amount.

Example 1


Clicking the Preview button will bring up a screen with a preview of the report as shown in the following image:

Example 1 Preview


Please note that all records that have the same Quote Creator and Customer Name are combined into one row. The number displayed in the Total Quote Amount column is a sum of amounts of all quotes created by the user whose name is displayed in the Quote Owner column and sold to the customer displayed in the Customer Name column. In order to successfully define such a report, the administrator needs to specify what operator to apply to all the fields (columns) that are not being grouped. These operators are located in the Total column and the choices are Count, Sum, Max, Min, Ave, etc.

Example 2

Example 2


The previous report also displays how many quotes were created by the user whose name is displayed in the Quote Creator column and sold to the customer whose name is displayed in the Customer Name column. After clicking Preview, the output is as follows:

Example 2 Preview


Since database field names are not always user-friendly the Alias column is used to allow the administrator to specify a more user-friendly name for each column. In some of the examples above, the column Name uses the alias Quote Creator which is the name presented to the user.
It is also possible for the administrator to specify if a user should be able to use any search criteria. This is accomplished by specifying the Condition operator as shown in the following image:

Condition Operators


Next, the administrator needs to specify the mechanism for providing the search criteria value under the Value column:

Values


User Entry implies that the user will enter the desired search value.
User ID implies that only the data pertaining to a particular user will be provided in the report.
Search criteria can also be set to return only the record created on that particular day (Current Date).
The user can also select from the list of values (select one or more of those values). If the administrator selects User Select (Single) or User Select (Multiple), the user will be presented by a drop down or a multi select list box of search criteria.
In the case of User Select the administrator must select a source for the search data, which will be presented to the user.
Here are two examples of user-selected searches. The first one has a condition operator of ”>” and User entry.

User entry Example


Here is another example with Like operator:

Like Operator Example

The LIKE operator is used on a value typed in by the user. Here is the output:

Like Operator Output


The final steps in creating a report are illustrated in the following picture:

Final Steps of Creating a Report


First select the User Group(s) that will have access to the report. The number of records per page has default of 10, which can be changed. A Report Description can be added. The report can then be previewed by selecting the Preview button. All parameters can be reset by selecting the Reset button or the report can be saved by selecting the Save button.

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