How to Add an Existing Report in CRM

Overview:

This article explains how to add an existing report to Xvantage for Associates (X4A) CRM. Existing reports can be uploaded from external files and configured with categories, record associations, visibility settings, and ownership information.

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for X4A and open it.

   • Tip: You can also access Xvantage for Associates directly from My Apps.

3. In X4A, select Sales from the left navigation menu.

4. Select CRM from the Sales sub-menu.

5. In the CRM’s left navigation menu, navigate to Tools > Reports.

6. Ensure the view is set to Available Reports.

   • This is the default view unless it has previously been changed.

7. Click New to create a new report.

8. The report creation window opens. Configure the report settings as required:

   • General tab:

     • Source: Add a file created in another application.

       • In the Report Type box, select Existing File. 

       • Select Choose File, then browse to and upload the report file.

     • In the Details section, enter:

       • Name – A meaningful name for the report.

       • Description – A brief description of the report's purpose.

     • Parent Report: The Parent Report field shows the parent report, if applicable.

     • Categorization:

       • Categories: Click the ellipsis (…) button and choose the appropriate categories.

       • Related Record Types: Choose the ellipsis button and select the record types that the report should be associated with.

       • Display In: Choose the ellipsis (…) button and choose where the report should be available, such as dashboards or specific CRM pages.

       • Languages - Select the languages in which the report should be available.

         Note: If no languages are selected, the report will not be visible to end users.

   • Administration tab: edit ownership:

     • Owner: This option is available if you have Assign permission for the report.

     • Viewable By: Select one of the following options:

       • Organization: Make the report organization-wide and accessible to all users.

       • Individual: Make the report visible only to the owner and those the owner shares it with.

     • You may also enter details for the creation details (created by, created on, last modified by, last modified on).

9. Click Save or Save & Close to finalize the creation of the report.