Configuring Reports and Dashboards (Classic)

This functionality allows you in generating reports from Salesforce. All RFPIO projects can be exported to reports. To generate reports, you need to configure custom fields from Salesforce and map it from RFPIO. 

Prerequisites: Users must have the privilege System Administrator in Salesforce and Company Administrator in RFPIO. Salesforce must be connected from RFPIO. For details, refer to Salesforce Installation.

 

Setting User Permission

User permission has to be set for report generation. To set user permission, you can follow the steps below:

1. Click Setup.
2. Click Manage Users from the left navigation pane.
3. Click Users. The All Users page will be displayed.

 

4. Click the username for whom the permission has to be set. The User Detail page will be displayed.
5. Scroll down to Permission Set Assignments and click Edit Assignments.

 

A page as shown below will be displayed:

 

6. Select RFPIO Data Sync from Available Permission Sets and click Add
7. Click Save to save the permission set. The added permission will be displayed in the user details page as shown below:

Creating and Mapping Custom Fields

Once the user permission is setup, you can view and customize the available fields for reporting. To view the custom object type and the available fields, you can follow the steps below:

1. Click Setup.
2. Click Create from the left navigation pane, and select Objects.

The Custom Objects page will be displayed as shown below:

 

3. Click RfpioDetail. The RfpioDetail (Managed) page will be displayed as shown below:

  

Note: To create Intake reports, click RfpioIntakeDetails and follow the steps below.

4. Scroll down to Custom Field and Relationships
5. Click New to add new custom field.

Note: To configure and generate reports from Salesforce, it is MANDATORY to create the following custom fields from Salesforce: Date Date and Time Email Text Text Area

6. The New Custom Field page will be displayed. Select Date and click Next.

 

7. The Steps 2 page will be displayed. Enter the values and click Next.

 

8. Click Next.
9. The field level security page will be displayed. Click Next.

 

10. The Add to Page Layouts page will be displayed. Click Save.

 

11. The newly added custom field will be displayed in the Custom Field & Relationship Similarly, you can create other mandatory custom fields.

 

12. Once the custom fields are created, the fields must be mapped from RFPIO for reporting in Salesforce.
13. From RFPIO, click Organization Settings > PROJECT.
14. Click Add New.
15. The Add Custom Field pop-up will be displayed. Specify the details.
16. Select the checkbox associated with Associate with Salesforce. The fields- Project Report Field Mapping and Intake Report Field Mapping will be displayed as shown below:

Note: For mapping Intake reports, select Intake as the custom field category.

 

17. Select the custom field in Salesforce with which these fields in RFPIO should be mapped to.
18. Click ADD.
19. Follow the similar procedure for all the custom fields.

The newly created and mapped custom fields will be displayed in the Organization Settings & Custom Fields page as shown below:

 

Other than custom fields, the following fields can also be made available in Salesforce reports: Created by Created date Project name Due date Intake Status Type Owner Client name Intake ID Account ID Opportunity ID Lead ID

 

Creating Report Types

Prior to generating a report, you need to create the report types. To create a report type, follow the steps below:

1. Click Setup.
2. Click Create from the left navigation pane and select Report Types.

The Custom Report Types page will be displayed.

 

3. Click Continue. The All Custom Report Types page will be displayed.

 

4. Click New Custom Report Type. Step 1 of custom report creation will be displayed as shown below:

 

5. Select RfpioDetails as the Primary Object.
6. Enter the Report Type Label and Report Type Name.
7. Enter a Description of the report
8. From the Store in Category drop-down options, select Administrative Reports. 

Note: All fields marked in Red are mandatory. To create Intake reports, select Primary Object as RfpioIntakeDetails.

9. From the section Deployment, select the option Deployed.
10. Click Next. The Define Report Records Set page will be displayed as shown below:

 

11. You can relate other objects with the primary object by clicking Click to relate another object.
12. You can select the object and also mention its relation with the primary object.

 

13. Click Save. The Custom Report Type page will be displayed as shown below:

 

14. Once the report type is setup, you can select the fields that should be displayed for the reports by clicking Edit Layout. The Field Layout Properties page will be displayed.

 

Note: The fields that are selected by default will be displayed with a tick icon.

15. You can select the fields to be displayed by default by clicking on the property and then clicking Edit Properties.
16. Alternatively, you can double click on the field name.

  

17. Select the checkbox to mark the field as a Default selection, and click OK.
18. Repeat the process for other fields that should be marked as Default.
19. To rearrange the field’s order in the reports, you can drag and place them in the desired location. 

Note: You can also add related field via lookup by clicking Add fields related via lookup. The Add Fields via Lookup pop-up will be displayed:   Click on the required link to add more fields, example: Account Id.    Select the required fields and click OK. The added fields will be displayed as shown below:

20. Click Save, once the selections are made.

Note: Similar steps are required to for generating Intake Reports. Instead of RfpioDetails as the Primary object, RfpioIntakeDetails has to be selected for setting up Intake Report Generation.

Report Generation

Once all the associated configurations are set up, you can generate reports from Salesforce. To generate reports, you can follow the steps below:

1. Click Reports. The Reports & Dashboards page will be displayed as shown below:

 

2. Click New Report. The Create New Report page will be displayed.

 

3. Click Administrative Reports.
4. Click RFPIO (the name/label entered for project report type) and then click Create.

 

Note: For generating Intake reports, select the name/label entered for Intake reports type while creating the report type.

The unsaved reports page will be displayed as shown below:

 

5. You can change the various report criteria as required. Click Save to save the report.

The Save Report pop-up will be displayed as shown below:

  

6. Enter a unique name for the report.
7. Enter the report description.
8. Select a folder to store the report.
9. Click Save and Run Report. The report generated will be displayed as shown below:

 

A sample Intake report generated will be displayed as shown below:

Dashboard Reports

In addition to generic reports to be displayed in personalized folders, users can generate reports as a Dashboard.

Permission: Reports should be in summary view and must be grouped.

From the Unsaved Report page, to create reports in Summary view, you can follow the steps below:

1. Click Tabular Format.

 

2. Select Summary.

3. Next, you must group the fields. To group field, select a group name from RfpioDetails in the left navigation pane and drag it to the area as highlighted below:

 

The report will be grouped as shown below:

 

4. Click Save. Provide the required details and save the report.

The report will be grouped and generated as shown below:

 

5. To generate a Dashboard, click The Reports & Dashboards page will be displayed as shown below:

 

6. Click New Dashboard. The Dashboard page will be displayed as shown below:

 

7. Select the type of visualization to be displayed in the Dashboard from the Components section in the left navigation pane and drag it to the required area on the dashboard panel. The page will be displayed as shown below:

 

Note: You can adjust the size of the component from the Medium drop-down options. You can select from Medium, Wide, and Narrow options.

8. Click Edit Header to provide a header.
9. Click Edit Title to provide a title.
10. Click Edit Footer to provide a footer.
11. Click the Data Sources tab from the left pane.
12. Expand Reports and select the report which has to be displayed in the Dashboard.
13. Select and drag it to the Pie Chart.

 

14. Once the data sources are placed, the page will look similar as shown below:

 

15. Click Save. The Save Dashboard pop-up will be displayed as shown below:

 

16. Enter a Title for the dashboard.
17. Enter a Dashboard Unique Name.
18. Select the folder to which the dashboard must be saved.

 

19. Click Save and Run Dashboard. The Dashboard will be displayed as shown below:

 

To refer other Salesforce (Classic) documentation, click here.