Associated Object Report empowers users to create, manage, and generate reports on associated Apps efficiently. This allows users to generate a report by merging the data from two Apps in Apptivo. You can quickly generate a report on Tasks and any associated app. You can multi-select the values for a particular attribute and generate combined reports in Apptivo.
Steps to create an Associated Object Report
- Go to Settings → Reports → Associated Object Report in the Tasks activity.
- Select Create to configure the settings to generate reports in the CRM Apps. In the Create Associated Object Report page, add a name and description for the report.
- To have Advanced Filters in the task, enable the toggle for Advanced Filters. This feature allows you to multi-select values for an attribute.
- Choose a CRM App from the Associated Object dropdown list. The reports will be generated for the selected Application. Here, I have chosen the Contacts App.
- Once the app is chosen, set the attributes required from the Tasks activity and Contacts App for the report.
Tasks Activity
- In Tasks Activity, determine the Filter Attribute. The records will be filtered based on the selected attribute for tasks. Here, status is selected.
- Search Result Column Attribute can be used to drag and drop the attributes in Tasks whose values are to be fetched in the report.
- You can either select a particular attribute or move multiple attributes at the same time.
Associated Object
- In the Contacts App section, determine the Filter Attribute. The records will be filtered based on the selected attribute in contacts. Here, Assigned To is selected.
- Search Result Column Attribute can be used to drag and drop the attributes in Contacts App whose values are to be fetched in the report.
- You can either select a particular attribute or move multiple attributes at the same time.
- You can see a new report is created for the Associated Object Report.
- Now, navigate to the Contacts App of Apptivo. Click the Reports tab.
- The created report will be available in the left pane of the Reports page.
- In the configured report, add the criteria for the statuses and Assigned To.
- To select multiple values in the Status section, use the IN operator. This ensures multiple statuses are included in the report.
- On the other hand, if you want to exclude multiple statuses, use the NOT IN operator.
- This allows you to multi-select statuses. Click View Report to generate the report.
- You can also export the document by selecting the Export button to export the records in .csv format.
