Overview of Creating and Editing Reports

There are two types of reports that professionals use at your organization:

• Organization reports - Ideally, your organization’s report list should contain all the reports that your professionals, sales managers, marketing users, and their proxies need to help them with day-to-day business. To create such a list, report managers may need to create new reports that are specific to the organization. They may also need to edit reports as the organization’s needs change or customize InterAction’s out-of-the-box reports.
• Personal reports - Both report users and report managers can create their own personal reports in the Windows Client. These reports can only be accessed by the user who created them and cannot be shared with the organization.

NOTE Only report managers can create or edit reports on the organization’s report list. See Who is a Report Manager? for more information.

See the following topics for more information:

• New Contact Report
• New Activity/Appointment Report
• New Overview Report
• New Matters, Opportunities, or Engagements Report
• New URL Report
• Editing Reports
• Saving a Report as New
• Personal Reports (My Reports)

Modifying InterAction Out-of-the-Box Reports

InterAction is equipped with dozens of out-of-the-box reports that report managers can edit to meet the needs of your organization.

Use caution when editing reports that are called from the View Printable Version links in the InterAction Web Client. These reports can be edited as necessary, however do not delete them. For more information, see Managing Reports That Are Accessible from the InterAction Web Client.

What Types of Reports Can I Create for the Organization?

The type of report you create depends on how the report will be used by end users. However, you must be a report manager to create reports on your organization’s report list.

Report Types

Report Type	Description
List or Summary	Use a list or summary report to print a set of contacts or activities and information regarding those contacts or activities. For example: • A list of people contacts sorted by company with the job title and department of each contact • A list of companies and the company personnel at each company • A list of activities and the date, originator, and contacts on each activity This type of report is the most commonly-used report for most organizations, but allows for minimal or no personalization by the end user. To learn how to create a list or summary report that contains contacts or activities, see: • New Contact Report • New Activity/Appointment Report
Overview Report	Overview reports can be run on contacts only. This type of report presents a variety of different types of data in sections and is most often used to print a lot of data for a single contact or a small set of contacts. For example, report managers can create a single Overview report with sections that include contact information, profiles, activities, appointments, relationships, and more. Users can personalize Overview reports by including or excluding sections of information that are important to them. Create this type of report if you want to create a report that can provide users with a wealth of information on a single contact or small set of contacts. Overview reports may let you create fewer reports because different departments can possibly share reports by only including the information they want when they run the report. Since Overview reports tend to include a lot of information, they can only be run on fewer than 50 contacts. For more information on creating Overview reports, see New Overview Report.
Externally-Generated Web Report (URL)	If your organization publishes reports to users through a URL, creating a URL report simply makes the report available to users through the Report Chooser and lets you set security on the report. For more information on creating URL reports, see New URL Report.
Standard Export File	If the report should be used to quickly export information to a file in a spreadsheet format, use this type of report. To learn how to create a export file that contains contacts or activities, see: • New Contact Report • New Activity/Appointment Report
Report in another tool	If your organization uses Crystal Reports or Microsoft SQL Server Reporting Services to design reports, use this option to create reports. The design will continue to take place in your reporting tool, but creating the report in the Windows Client adds the report to the Report Chooser and lets you set security. For more information on using Crystal Reports or Microsoft SQL Server Reporting Services with InterAction reporting, see the Support Center Web site at https://support.lexisnexis.com/interaction.