SIERA Report Builder

1. Feature Overview

The SIERA report builder allows admins to create customized reports using existing data (such as leads, activities, etc.) in their accounts, and determine which users should have access to them.

 

2. How it Works

In this article, we will demonstrate how to create SIERA reports using predefined templates. These templates include pre-joined data from various LeadSquared entities such as leads, activities, opportunities, tasks, and phone call activities.

To build your own reports, it is essential to determine which predefined template aligns with your specific use case. For example, if your goal is to track the number of Payment activities posted on all the leads within the past month, you will need to utilize a template that contains the Activity Data Source, where the Data Scope is set to Payment activities (Read this article for more information on Data Sources).

While your account provides nine default templates if Opportunities is enabled (or seven templates if it’s not enabled), if your use case does not fit within these templates’ scope, you can request a custom template to be created by contacting your account manager or emailing support@leadsquared.com.

 

3. Using the Report Builder

The Report Builder has the following sections –

  • Data –This section lets you add fields as rows and columns in your report. You can also choose a pre-defined value or create your own expression here.
  • Filters –This section lets you add fields as filters in your report. You can also add default values to the filter. For each data source, there are a set of mandatory filters that need to be added.
  • Visualise – This section lets you add charts to your report. The axes of the charts depend on the Groupings and Values.
  • Drilldown – This section will be used to configure a custom column for the measures used in the report.

On the right-hand side of the Report Builder is the Preview section. This lets you view the report up till the first 10 rows.
Using the report builder siera

4. Data

This section helps design the Rows, Columns, Values, Sorting, and Pagination for the report.

siera report builder data

4.1. Row Grouping

This option will let you select the row grouping of the report. Row grouping defines the fields that will occupy each row of the report. For instance, if we put Lead Stage as a Row Grouping, each value of Lead Stage will occupy a row.

The + Fields button opens all fields corresponding to the Data Source (For example, Activity Data Source will contain all Lead Fields and Standard Activity Fields, along with System User Fields.) Click on any field to add it to the row grouping and click on Preview to see the changes.

Note:

  • Only Date and String (Dropdown + Text) fields are allowed.
  • The minimum permissible number of row groupings is 1.
  • The maximum permissible number of row groupings is 3.
  • To define sorting on a row grouping, click on the sort icon beside the field.
  • To remove a field from the row grouping, click on the cross icon.
  • To add a Row grouping, click on the + Fields option.
siera report builder row grouping

4.2 Column Grouping

This option will let you select the column grouping of the report. You can make a pivot table with your data.

The + Fields button opens all fields corresponding to the Data Source (For example, Activity Data Source will contain all Lead Fields and Standard Activity Fields, along with System User Fields.) Click on any field to add it to the Column grouping and click on Preview to see the changes.

Note:

  • Only Date and String (Dropdown + Text) fields are allowed.
  • In pivot mode, up to 52 columns will be visible, after which all the other columns will be clubbed under the Others column.
  • The minimum permissible number of row groupings is 0.
  • The maximum permissible number of row groupings is 1.
  • To remove a field from column grouping, click on the cross icon.
  • To add a column grouping, click the + Fields option.
siera report builder column grouping

4.3 Values

This option will let you select the measures in the report. The + Fields button opens all fields corresponding to the Data Source (For example, Activity Data Source will contain all Lead Fields and Standard Activity Fields, along with System User Fields.) Click on any field to add it to the Values section and click on Preview to see the changes.

Note:

  • Only Number fields are allowed to be added from the +Fields options. Values Name and aggregator can also be changed by clicking the edit button.
  • Custom expressions can be added in the vales section by the expression editor.
  • The Values section also has a pre-defined set of values to help create quick reports.
  • Users can also write their own expressions using the Expression Builder. For more information, read this article on Expression Builder.
  • The minimum permissible number of row groupings is 1.
  • The maximum permissible number of row groupings is 25.
  • To remove a field from column grouping, click on the cross icon.
siera report builder data values

4.4 Sorting

You can use the sort icon in the groupings and values to change the sorting order. In case of multiple row grouping or column grouping few fields will have mandatory sorting which can’t be changed.

4.5 Pagination

Pagination can be set for the report, which will load the number of records. Pagination can be selected from 10, 25, 50 and 100.

 

5. Filters

This section lets you add fields as filters in your report. For each data source, there are a set of mandatory filters that must be added.

  • The + Fields button opens all fields corresponding to the Data Source. For example, the Activity Data Source will contain all Lead Fields and Standard Activity Fields, along with System User Fields.
  • Only Date and String (Dropdown + Text) fields are allowed.
  • Users can change the name of the filter by clicking on the dot menu.
  • The Filter section also has a set of mandatory filters that come with the data source.
  • The maximum permissible number of row groupings is 15.
  • To remove a field from column grouping, click the cross icon.
  • To add a column grouping, click on the + Filter option.
  • Users can change the display name of the filter.
siera report builder filters

 

6. Visualise

This section lets you add charts to your report. The axes of the charts depend on the Groupings and Values. Each chart option comes with options such as hiding legends, showing data labels, and Stack the chart. The default chart selected will be No Chart.

The charts supported are –

  • Bar Chart
  • Column Chart
  • Line Chart
  • Area Chart
  • Pie Chart
  • Donut Chart

Additional options like Show data labels, show shared tooltips, and hide legends can also be applied from the chart attributes. Other attributes like Stacked Charts and 100% stacking are available for bar charts, column charts, line charts, and area charts. Chart attributes like show percentages are available for pie and donut charts.

siera report builder visualise

 

7. Drilldown

The Drill-down Configurator allows admins to customize columns for measures used in reports. By default, the Drilldown section is enabled with default mappings. The admin can deselect any measure and add a custom drill-down for it by clicking + Configure

  • Measures are grouped by entity, and selecting a measure disables columns from child entities (for example, for Lead measure, Activity columns cannot be configured).
  • If no columns are mapped for a measure, users can’t drill down on it.
  • Pagination of drill down can also be set by the admin while creating the report.
  • Admins can sort columns, apply custom formatting to number and date-time fields, and change the display name of all the columns.
  • For calculated measures (measures that use arithmetic operations), drill-down configuration is not allowed.
Note: User-configured drill-downs through the Data section won’t be saved/personalized and will reset to the admin configuration on the Drilldown section.

siera report builder drilldown

 

7. Preview

The Preview button will preview the report output. This will be limited to the first 10 results only.

 

8. Build a Report Using a Template

We’ll use the below example to illustrate how to create a report using an existing template in your account –

Use Case – To view connected calls and the number of unique leads dialed per agent.

To generate this report, we’ll need to determine the –

  • Data Scope – As this report focuses on phone call data, we will utilize the Phone Call Activity data source template. The default Data Scope in this template is the Activity Data Source and Phone Call Activity. Since there is a specific Phone Call Activity report available, we can utilize this Data Source (Read this article for more information on Data Sources).
  • Primary User Type – Since we want to identify the calls made by each agent, the relevant user type is Activity Created By.

To create the report –

  1. On the SIERA homepage, click Create Report, and from the options listed under Data Source, choose a relevant template, and click Next.
    • To solve our use case, we’ll be selecting Phone Calls (with Activity Creator).
  2. Alongside Create a new report, enter the following report details, and click Save –
    • Name – A display name for the report.
    • Description – Add a description for the report.
  3. Under the Data tab, configure the Rows, Columns and Values that you want to display in the report.
    • Under Row Grouping, click the + Fields button to access all LeadSquared fields related to the Data Source associated with the template. Here, select the fields you want to display in the report rows. For e.g., if the Data Source is the Activity Data Source, it will contain Lead Fields (and Opportunity fields if enabled on the account), Standard Activity Fields, and System User Fields. By default, the Activity Creator field is selected, and we will keep it unchanged.
    • Similarly, under Column Grouping, the + Fields button displays all LeadSquared fields corresponding to the Data Source associated with the template. Here, we’re selecting the  Created On activity field.
    • Under Values, the + Fields button displays all LeadSquared number fields part of the Data Source that’s associated with the report.
  4. Under the Filters tab, configure the filters you want to display on the report. Each template comes with a default filter, which you CANNOT remove. In addition to this, to add other filters, click + Filters.
    • Once a filter is added, you can rename the filter by clicking SIERA.
  5. Under Visualise, from the list of options available (bar, column, pie, etc.) you can choose how you want to visually represent your report. We’re selecting a pie chart here.
  6. Once you’ve configured the report, click Preview to check if the report looks as expected. Once you’re satisfied, click Save.

LeadSquared Siera Reports Data Type

Additionally, Admins can create their own expressions that can be used to easily retrieve and manipulate data on any report. Learn more about SIERA’s Expression Builder.

expression builder nav

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!

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Aman Jalan
3 months ago

Can we schedule a SIERA report?

Zaid Assadi
Admin
Reply to  Aman Jalan
3 months ago

Hi, Aman. The feature to schedule reports in SIERA isn’t available yet but is expected to be released soon.

Update: You can now schedule reports on SIERA. Please refer to this article for more details: Scheduling Reports on SIERA.

Last edited 2 months ago by Zaid Assadi
Ananthu A S
1 year ago

How to edit a custom report that I created?

Zaid Assadi
Admin
Reply to  Ananthu A S
1 year ago

Hi, Ananthu. Navigate to SIERA>All Reports and select and open your custom report. You should be able to edit your report from here.

Ananthu
Ananthu
Reply to  Zaid Assadi
1 year ago

Hi Zaid,
I need to edit the custom expression that I have created, it’s not happening.

Zaid Assadi
Admin
Reply to  Ananthu
1 year ago

Could you please detail your issue in an email to siera.support@leadsquared.com? We’ll get back to you quickly and help you resolve it.