The reports home page displays the following information;
A Search panel is used to search for parameters such as the title, module, report type, assigned user or team to search for a report. It is also possible to search for reports that have been bookmarked as a favourite report.

To search only for reports that the user created, select the Only My items box.
To perform an advanced search using additional fields, click the Advanced Search tab.
To customise and save the search layout and results, click the Saved Search & Layout link on the Advanced tab.

A list of existing reports. To view the details of a report, click its name in the list.
A Shortcuts section that lists the following:

Create Report: Click this option to create a report.
My Favourite Reports: Click this option to view the reports that have been marked as favourites.
On a report’s Detail View, click Mark as Favourite to add it to the My Favourite Reports list.
All Reports: Click this option to view the list of existing reports. The list display only reports that the user has permission to view.
Enterprise Reporting: This option, which is visible only to Sugar Enterprise users, lists enterprise reports created by the administrator using complex SQL queries.

Creating Reports

When a report is created and saved, the system saves the report definition. Only the assigned user or a member of the assigned team has the permissions to change the report definition. If the report definition is modified, the system displays an alert when attempting to run the report. However, Sugar provides a run-time filter option that allows the user to modify report filter values when the report is run.

The Report Wizard still retains the original filter values for the report and uses them when another user runs the report. This enables users to modify a shared report for their use without altering the original filter values. The run-time filter values are preserved for use when the report is run again. However, if another user changes the filters, the run-time filter values will be deleted.

The process of creating a report consists of several steps, which are listed below. Please specify values at every step of the process to proceed to the next step.

Rows and Columns: This report displays data in rows and columns that reflect the value of selected fields such as Name and Address.
Summation: This report displays the total count of records that match the specified criteria.
Summation with Details: This report, in addition to displaying the total count of records, enables the grouping of data. The group-by data is visually represented in the report output.
Matrix: This report, which is similar to a summation report, displays totals for all summaries in a grid format. Use a maximum of three group-by columns to group the data and select a layout option to view the report results.
For Summation, Summation with Details, and Matrix reports:
1. Click Next, and select the modules to use to group records and then select the fields in the Available Fields pane.
2. For matrix reports, use a maximum of three fields to group records.
3. Click Next and select the display summaries.
4. Click Next and, optionally, select a chart type such as Pie chart and Horizontal Bar chart.
5. For a Summation with Details report, click Next and select the display columns.
6. Select the appropriate Order By button to order the report output by the corresponding label.

For Rows and Column reports:
1. On the Define Filters page, select a module and then select the fields in the Available Fields pane to add them as filters.
2. Click Next and select the display columns. Select the appropriate Order By button to order the report output by the corresponding label.
3. Click Create Report and select one of the following report types.
4. Select the module to create the report for. This is the primary module.
5. On the Define Filters page of the Report Wizard, select the filters. The related modules are listed below the primary module. When selecting the primary module or a related module from the Related Modules list, its fields display in the Available Fields list below.
6. Click Next to move to the Report Details page
7. Click Preview to view the report results without saving the report; click Save to save the report and run it later; Click Save and Run to save the report and run it immediately.

When saving a report, the SQL query that was used to create the report can be displayed. It's also possible to assign a user and a team to manage the report. Select the Optional Related Modules box to display records from the primary module even if there are no records from the related modules. When this option is not selected, primary module records will display only if the related module records exist.

Setting Filters

Filters consist of fields, operators, and, optionally, values depending on the operator. The choices for operators vary, depending on whether you have a text field, numeric field, or date field is selected. Some examples of an operator are "Starts With", "Ends With", "Today", and "Tomorrow". Use the Add Filter Group button to create filter groups. Create nested filter groups with a combination of AND and OR operators for complex queries.

Use the User Name field to run a report on a specific user. For example, run a report on all the opportunities assigned to Joe. The option of using a dynamic filter called "Current User" is also available, who is any user that is currently logged in and running the report.

Creating Charts

Create charts for Summation, Summation with Details, and Matrix reports. Can create a horizontal bar chart, vertical bar chart, line chart, pie chart, and funnel chart. Specify at least one Group By column and one Summary column to render a chart.

Chart Type - Select a type, such as Horizontal or Vertical this drop-down list. Note that Line charts and Pie charts are not available for multiple groupings.
Data Series - Select an available grouping function from the drop-down list, such as Count, AVG, MIN, MAX. The options that display in this drop-down list depends on the group-by options and display columns options that are selected to create the report.
Description - Enter a brief description of the chart.

To create a chart, on the Chart Options page of the Report Wizard, enter the following information.

Note: From the report wizard creator selecting the Optional Related Modules: will display blank fields selected from the filter.