Personal Reports (My Reports)

Personal reports are reports that can only be viewed and printed by the user who created them - they cannot be shared with the organization. Report managers cannot view personal reports that other users have created. Personal reports do not require any security settings, and they can contain any information you are permitted to view.

To create personal reports, you must be set up as a report user or manager in InterAction Administrator (see Reporting Users and Groups for more information).

Just like regular reports, personal reports can be viewed from the Windows Client, Web Client, and PIM.

NOTE You can only create contact list reports as My Reports (you cannot create Overview, activity/appointment, Matters, Opportunities, or Engagements reports as My Reports).

Saving an Organization Report as a Personal Report

If a report on the organization report list exists that is similar to the report you want to create, it is a good idea to use the Save as New feature to create a new report. This feature uses an existing report as a template. When saving a report as new, all the report information is copied over to the new report then you change the information as needed. This eliminates the need to create everything yourself, like page numbers, headers and footers, and more.

TIP You can also save an existing personal report as a new personal report.

To save an organization report as a new report:

  1. From the InterAction Windows Client, choose Tools > Reports.

  2. Select the report you want to copy then choose Save as New.

  3. Complete the information in the General, Information, Report Output, and Sort Order tabs then choose OK to save your report under My Reports.

    For more information on editing reports to suit your needs, see Editing Reports.

Creating a New Personal Report

This procedure describes how to create a new personal report without using an existing report as a template. It is recommended to use the Save as New feature so you can first start with an existing report as a template. This eliminates a lot of extra work. For more information, see “Saving an Organization Report as a Personal Report,” earlier.

If you do not have rights to manage reports, do the following to create a personal report:

  1. From the InterAction Windows Client, choose Tools > Reports.

  2. Choose Actions > New. The New Report Wizard dialog box displays.

If you are a report manager, do the following to create a personal report:

  1. From the InterAction Windows Client, choose Tools > Reports.

  2. Choose Manage.

  3. In the View Reports for drop-down list, choose My Reports.

  4. Choose New.

The first screen of the New Report Wizard prompts you for the report name and description. Since you will be the only person to see the report, name and describe the report to your liking. The Category of My Reports is selected for you and cannot be changed.

New Report Wizard - My Report

In the What type of report are you creating? section of the dialog box, choose one of the following options, then choose Next to create the report. When you are finished, choose Finish.

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

To learn how to create a list or summary report that contains contacts or activities, see:

• New Contact Report

• New Activity/Appointment 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 continues 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.

Editing a Personal Report

If you are a report user:

  1. From the InterAction Windows Client, choose Tools > Reports.

  2. Select the report to edit then choose Edit.

  3. When finished, choose OK to save your changes.

If you are a report manager:

  1. From the InterAction Windows Client, choose Tools > Reports > Manage.

  2. In the View Reports for drop-down list, choose My Reports.

  3. Select the report to edit then choose Edit.

  4. When finished, choose OK to save your changes.