Report Management

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Report Management

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Objectives:

- To maintain a useful list of Sugar Reports to minimise duplication of effort and make it easy to find what you are looking for

- To make it easy for users to find reports which they use regularly

- To avoid having to include descriptions of Sugar reports in help material: names should be clear enough.

- Encourage consistency of reporting – looking at the same reports over time.

Naming Convention

Report Names should consist of:

INITIAL CODE:

CODE

Description

Team

GEN

General Report available to all Sugar users

Global

BD

Reports for use by Marketing Users. More specialised than general reports

Marketing

MGT

Report to assist practice / office heads seeking snapshot of Sugar activity

Management

ADMIN

Reports used by CRM Administrators

Administrators

SYS

System reports created by Sugar out of the box

Administrators

LEAVER

Reports created as a part of the leaver process (fee-earners only)

Management

Individual User Initials

Reports created by Administrators for their own use, or by administrators for specific users will be preceded by the user’s initials.

User’s Private Team(s)

Administrators

 

Report Name

After the code each report will have a title. This should reflect the data in the report and suggest how it would be used. Mention relevant filters. Be as clear as possible with your name.

Parenthetical Information

Use Parenthetical information at the end of the name to indicate any run-time filters and any chart which forms a part of the report. For example:

SHP: BD Activity by Department (Date) (Pie)

Note: Data filters which are NOT run-time should not be referenced in parenthesis but should be a part of the main title.

Report Housekeeping

When you create reports for one-off needs, please delete them when the need has passed. Diariase a report clean-up exercise at regular intervals. Reports which have not been accessed in over 9 months may be deleted. (Remember that deleting reports does not affect underlying data)

Report Etiquette

You may edit reports assigned to you (update name accordingly if you change the parameters) but do not edit reports assigned to another administrator. Duplicate the report and set it up to meet your need.