Existing reports can be edited to adjust them to changing requirements. So even if you customize your ADvendio.com system, you can adapt your reports.
Open Editing Mode
To edit a report, go to the Reports tab and click the arrow button left of the report to select the action you want to perform. Click Edit to open the editing mode.
Components of reports are added and removed using drag & drop.
With filters you limit the data entries taken into account for this report.
While the summary format can group records by one category, the matrix format enables grouping by two categories.
If the preview looks fine, click Run Report. From there, you are able to export the report. Or you can click Customize to go back to this Editing Mode.
Click Add Chart to create a visualization of the report.
With the Chart Editor, you create a visualization of the report.
There are no restrictions how to work through these steps. You are always able to change the chart type or to switch back between Chart Data and Formatting.
Now the report consists of both a matrix containing the data and a chart. If you click Run Report, both will be displayed.
Click Report Properties to change the report's name, add a description or change its visibility by placing it in a folder not visible to others.
Make sure to save your report.