How to Select and Configure Report Types in Magentrix

Overview

Report Types in Magentrix provide pre-configured templates that organize reports by category and purpose, making it easier to build reports for specific use cases like tracking login activity, monitoring administrative actions, or analyzing business data. This article explains how to select appropriate report types and configure them with the right fields to meet your reporting needs.

Magentrix's analytics capabilities are available through Reports & Dashboards for both Partner Relationship Management (PRM) and Customer Management portals, enabling data-driven decision making across your entire ecosystem.

Who Should Use This Article

• Administrators creating reports for security audits, user management, or system monitoring
• Report Builders who need to understand available report categories and field selection
• Partner Managers tracking partner activity and engagement metrics

Understanding Report Types

Report Types are categorized templates that help you quickly identify and create reports for specific purposes:

• Login Reports - Track user login activity, session data, and access patterns
• Administrative Reports - Monitor system changes, user management actions, and configuration updates
• Entity Reports - Analyze business data from specific entities like Accounts, Opportunities, Cases, or custom objects
• Cross-Entity Reports - Combine data from multiple related entities for comprehensive analysis

Prerequisites

To create and configure reports, you must have:

• A security role with Report (system): Read, Create, and Edit permissions
• Folder (system): Read permissions for accessing report folders
• Read permissions for all entities you want to include in the report
• Reports Tab enabled in your App Settings

Steps to Select a Report Type

1. Access the Report Builder

1. Navigate to the Reports tab in your portal
2. Click New in the upper right corner
3. Select New Report from the dropdown menu

2. Choose Your Report Category

The Choose Report Type interface displays available report categories:

For System Monitoring:

• Browse the Login Reports section to track user authentication and access
• Select Administrative Reports for system configuration and user management tracking

For Business Analysis:

• Browse Entity Reports to find single-entity report templates
• Look for entity combinations that match your data relationships (e.g., "Accounts with Opportunities")

3. Select a Specific Report Type

1. Click on the category that matches your reporting goal
2. Review the available report types within that category
3. Click on the specific report type you need
4. Click Create Report to open the Report Builder

Configuring Fields for Your Report

Understanding the Fields Panel

Once in the Report Builder, you'll see the Fields panel on the left side:

• Primary Entity Section - Contains all fields from your main data source
• Related Entity Sections - Shows expandable sections for connected entities (when applicable)
• Field Type Icons - Visual indicators showing text fields, number fields, date fields, lookup relationships, etc.

Adding Fields to Your Report

Method 1: Right-Click Menu

1. Right-click any field in the Fields panel
2. Select Add to Report to include it as a column
3. Repeat for all fields you need

Method 2: Drag and Drop

1. Click and hold a field from the Fields panel
2. Drag it to the main report area
3. Release to add it to your report

Method 3: Add as Filter

1. Right-click any field
2. Select Add as Filter to filter data without displaying the field as a column
3. Configure filter criteria (equals, contains, greater than, etc.)
4. Click Apply

Best Practices for Field Selection

For Login Reports:

• Include: Username, Login Date/Time, IP Address, Browser, Status
• Add filters for date range to focus on recent activity
• Group by Username to see patterns for individual users

For Administrative Reports:

• Include: Admin User, Action Type, Target Entity, Date Modified, Record ID
• Filter by specific action types or date ranges
• Sort by date to see chronological activity

For Entity Reports:

• Start with essential identifier fields (Name, ID, Owner)
• Add business-relevant fields based on your analysis needs
• Include related entity fields when cross-entity analysis is needed
• Apply filters to narrow data scope early for better performance

Saving and Organizing Your Report

1. Configure Report Properties

Before saving, click Report Properties in the header:

1. Name - Enter a descriptive, user-facing report title
2. Unique Name - System identifier (auto-populated, can be customized)
3. Folder - Select the folder for organizational placement and access control
4. Description - Document the report's purpose and usage (optional)
5. Hide Filters - Check this to simplify the interface for end users

2. Save Your Report

1. Click Save in the top right corner
2. Your report is now available in the selected folder
3. Users with folder access can now view and run the report

Related Resources

• Using the Report Builder Interface - Complete guide to Report Builder features
• Configuring Report Data and Filters - Advanced filtering and cross-entity configuration
• Report and Dashboard Permissions - Understanding access control for reports