Yea, CRM holds data. CRM holds the relationships between that data. Here’s some great ways to analyze and consume this in CRM.
Charts- you’ve got built in charts. You’ve got custom charts using a designer. You’ve got custom charts that you can import into your org. Pretty, multi-series charts.
Dashboards- Command central. Take charts, custom views, toss in an iframe, maybe a xap web resource and this page can hold about anything you’d want it to. There’s always someone who wants to SEE the data, all rolled up into a pretty dashboard, their title usually begins with the letter C.
Advanced find- So it took a little convincing that this could be considered analyzing your data. But, here’s how I came around. First, build your query to see exactly what you want returned on the list, now save it, export the fetch and build a report out of it. This keeps data for you in a nice clean way, that is not in your face and cluttering your UX.
System reports- The team gave us several out of the box reports for system entities. Great stuff on sales pipelines, account demographics, and so on.
Report wizard custom reports- So the system reports are great, but they don’t cover everything. The report building wizard is great, you can make custom reports without using custom code. Nothing wrong with those code-writing folks, but this won’t require them.
SSRS reports- So the built in ones aren't enough AND you’re in an on-premise deployment? SSRS is the way to go. You get unions, more graphics and features that just aren't there in the built-in ways. You probably want a coder here, or at least someone with a bit deeper tech skills.
Fetch xml reports- this is a great answer from the product team for deeper custom reports than you can get with the wizard, but keeps the behind the scenes data (since it’s a hosted multi-tenant) of the CRM Online client secure. Not quite as robust as SSRS, but certainly more than in the wizard.
Preview for day 8…8 years of CRM experience
Comments