How to create multi dimensional reports in Kylas CRM?

Along with some off-the-shelf reports, Kylas CRM also provides users with the provision to create multidimensional reports. This article explains the procedure for creating a multi-dimensional reports in Kylas CRM.

Prerequisites

1. Permissions:  Any user with permission to Create Reports and Read access on required entity.
   
2. Product Plans: Embark/Elevate
   
3. Activities to be Completed: None

Steps

Step 1

Click on the 'Create New Report' button on the Reports listing page.

Step 2

Insert the Report name and description.

Step 3

Select the report type as Multi-Dimensional

Step 4 

Select Report parameters.

1. Entity Type: The entity about which the report is to be made (Lead/ Deal/ Call logs/Tasks).
   
2. Chart Type: User can choose the visualization style (bar chart, table)

Step 5

Select the date range and add the filters required in the report.

Step 6

Select the dimensions and metrics.

Step 7

Click on the 'Generate Preview' button to verify the Report.

Step 8

  Click on the 'Save' button to complete the Report. 

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