Working with Reports

1. On the top navigation bar, click on the Vertafore logo name and then select Sales tile.
2. On the top navigation bar click Sales and then choose Reports. A list of all available reports appears.

Your role determines access to these reports.

3. Select the report you want and then click Run Report.

Reports are presented typically in two ways:

• Reports that has custom criteria - A user is able to select the criteria and filter the data further.
• Reports that has preset criteria - The report criteria is preset and the user is able to apply filters.

Many SalesTrack reports are enabled for prefiltering, and has a default filter.

Only an Agency Administrator can change the default filter to display the data you want to see in the report. This filter is used each time any user runs the report.

1. On the top navigation bar, click on the Vertafore logo name and then select Sales tile.
2. On the top navigation bar click Sales and then choose Reports. A list of all available reports appears.

Your role determines access to these reports.

3. Select the report you want.
4. On the command bar, click Edit Default Filter. The report filtering criteria appears.
5. Make the filter changes and then click Save Default Filter.
6. To delete a row, click the drop-down arrow before the filter criteria and then click Delete.
7. To clear all criteria click Clear, and then select Save Default Filter.

1. On the top navigation bar, click on the Vertafore logo name and then select Sales tile.
2. On the top navigation bar click Sales and then choose Reports. A list of all available reports appears.

Your role determines access to these reports.

3. Select the report you want.
4. On the command bar click Share. If the option doesn’t appear, click the … More Commands button and then select Share. The Share report page appears.
5. On the side bar choose Add User/Team. The look up records page appears.
6. Use the Look for, Look in or Search filter to find the user/team.
7. Choose the user, click Select and then click Add.
8. Check mark to select the access rights you want to grant to the user: Read, Write, Delete, Append and Share.
9. Click Share.

1. On the top navigation bar, click on the Vertafore logo name and then select Sales tile.
2. On the top navigation bar click Sales and then choose Reports. A list of all available reports appears.
3. Select the report you want.
4. On the command bar click Run Report. The report page appears.
5. Make any filter selections and click View Report. The report is generated.
6. On the action bar of the report click the Save button and select the appropriate file type.
7. Choose the location you want the report saved.
8. Click Save.

Only the Sales Manager or Agency Administrator has the ability to create, edit or copy a report. All reports in SalesTrack are created using the Report Wizard.

1. On the top navigation bar, click on the Vertafore logo name and then select Sales tile.
2. On the top navigation bar click Sales and then choose Reports tile. A list of all available reports appears.
3. On the command bar, click New. The new report page appears.
4. From the in the Report Type drop-down list, select Report Wizard Report, and then click on the Report Wizard button. The get started page appears.
5. Select Start a new report and then click Next.
6. Enter the Report Name, this will appear in the Reports area.
7. Enter Report Description, provide a description on the kind of data this report includes.
8. Select the Primary record type and the Related record type.

Selecting the record type helps SalesTrack identify where the data in the report comes from. You can include data from one or two record types, or data from related records.

Avoid selecting data from a related record type that is not required, as it makes the report take longer to load.

9. Choose Next. The report filtering criteria appears.
10. From the Select drop-down list choose all the fields you want to include in your report. Click Next. The layout fields appears.
11. Make the appropriate selection and then click Next. The format report page appears.
12. Choose Table or Chart and Table. In this instruction we choose Table. Click Next. The report summary page appears.
13. Review the report. If changes are required, click the Back button to go back and make edits. If there are no changes click Next. The report will be generated.
14. Once your report has been successfully created click Finish. The report wizard page appears. Close the page.
15. To view the report you just created, go back to the Reports list page and click on the report you just created.
16. Click Run Report to view the data.

If you need to change data on the General or Administration tabs for a new report, wait until the report is saved before making the changes. Any changes on these tabs made before a report is saved will be ignored.

After you have created or edited the report and exited the report wizard, you will be on the new report page, click the Administration tab.

1. To change the ownership of the report, on the Owners field use the inline search field and choose the new owner.
2. For the Viewable By option choose Organization.
3. Click Save & Close.

While all users have the ability to edit a report, only the Sales Manager or Agency Administration will have the ability to make the report available to your entire team/organization. All reports edited by a Producer will be saved as a new report for that producer’s view only. You can use the Report Wizard only to edit reports that were created with the wizard originally.

1. On the top navigation bar, click on the Vertafore logo name and then select Sales tile.
2. On the top navigation bar click Sales and then choose Reports tile. A list of all available reports appears.
3. On the command bar, click New. The new report page appears.
4. From the in the Report Type drop-down list, select Report Wizard Report, and then click on the Report Wizard button. The get started page appears.
5. To edit an existing report choose Start from an existing report, and use the inline search to find the report you want to edit.
6. If you are a Sales Manager or Agency Administrator you will have the ability to check mark Overwrite existing report check box. For other users this option will appear disabled.
7. Click Next. Follow the report wizard and complete all the required changes.

There are several possible reasons why data that you expect to be in a report does not appear:

• Insufficient security permissions. If you don't have permission in Microsoft Dynamics CRM to view a record, it will not appear in the report.
• Data is not entered. The person entering data may have left fields empty.
• Data does not match the criteria for the report. Many reports include a default filter that displays only active records, or you may have selected criteria that don't have any matching record. Try changing the report filter. More information: Edit the default filter of a report
• You may be viewing a cached copy of the report. By default, data in SalesTrack reports is pulled from the database each time you run a report. However, your agency administrator may have changed a report to run from the cache. If data you entered recently is not included in the report, you may have an older version of the report from the cache. To refresh the report, on the Report toolbar, click or tap the Refresh button.
• You may not have permission to read records in a sub-report. If you do not have permission to read record types that are included in a sub-report, you will get an error message saying that the sub-report could not be displayed.
• Your Internet Explorer privacy settings may block required cookies. For chart reports, if instead of seeing the chart, you see a red letter X, your privacy settings may be blocking a cookie that is required for the chart control. To fix this problem, in your browser, enable cookies for the server that is running Reporting Services.
• If you are offline, your local data groups may not include all the data. If you are using the report from SalesTrack while you are offline, you must have a local data group that includes all the data that will be in the report.