Definition and Types of Reports
Definition and Types of Reports
The report, in this way, gives greater usefulness to the data. It's not the same
work with a spreadsheet with 10,000 fields that with a drawing in
pie chart that presents these fields graphically. The reports
they have various levels of complexity, from a list or enumeration to
much more developed graphics.
According to the software program and the database in question, the reports
allow the creation of labels and the preparation of invoices, among other tasks.
In the same way, thanks to the reports, anyone can proceed to
make a summary of data or classify them into specific groups. For
it is understood that these documents are so important in any
company since thanks to them it has its own databases (of
workers, clients, suppliers...), compiles sales data
carried out over a specific period...
Thus, taking into account the data they address and the extent they have, these
Reports can then be classified into various levels regarding their complexity.
giving rise to catalogs, to lists, to summaries...
Within this sector, we must also emphasize that there are various
means that use the term that concerns us. Thus, we would have to talk about,
example, from the South American digital publication 'Confidential Report', which
bets on investigative journalism and has been operational for seven years.
Sharing the same root as the word we are analyzing, there
they find other important terms within the field of journalism such as
it would be the case of reporter or report.
Thus the first is the professional who is dedicated to gathering all the information about
an event or occurrence and then proceed to inform the public about it.
You can do it well through a written article or a report on a program.
from television or radio, among other possibilities.
The second, the term report, on the other hand, is used to refer to
work that a journalist has carried out in-depth on a topic
very concrete that arouses interest.
Type of Reports
1.Reports of accounts and contacts
Use account and contact reports to obtain information about
active accounts, new or unattended, as well as accounts by owner or
socio. The two standard contact reports allow the creation of a mailing list.
of contacts or track opportunities by function of
contact.
2.Activity reports
Activity reports are useful for gathering information about the
open activities, completed activities, events for multiple users or
pending approval requests for which he is the delegated approver.
3.Administrative reports
Administrative reports help you analyze your users, documents and
pending approval requests from Salesforce. You can create a report of
the active Salesforce users and see who has been logging in.
4.Campaign reports
Use campaign reports to analyze your marketing efforts. You can
to generate reports on the performance of the investments in your campaigns,
track the people to whom you directed your campaigns and those who
They responded to or analyzed the opportunities that arose from their campaigns.
5.Content and file reports
Run content and file reports to analyze how the
users use files and Salesforce CRM Content.
6.Forecast reports
The forecast reports provide you with information about your data.
customizable forecasts.
7.Prospect reports
Use prospect reports to show information about the origin and the
state of the prospects, how long it takes to respond to the prospects, the
unattended prospects and the fields of the prospects' history.
8.Opportunity Reports
Opportunity reports provide information about opportunities,
including owners, accounts, stages, amounts, etc. The configuration
default shows you the most frequently used information of
each object, but you can customize a report to view different information,
as the origin of the main campaign, forecast category, and budget
synchronized.
9.Product and asset reports
Use product and asset reports to view information about the
products that users have currently installed. Find out what assets
have their clients, indicate the archived cases for a particular asset or
identify assets that are not associated with a product.
10.Self-service reports
Self-service reports help you analyze the effectiveness of your portal.
self-service. Find out how many cases are being viewed, how many.
clients have logged in or what clients think of the solutions that
offers.
11. Creation of reports on support activity
Use the support reports to track the number of cases
created, from the comments of the cases, from the emails of the cases, from the
owners of the cases, of the case contact functions, of cases with
solutions, from the time elapsed since the last change of state or the
owner of the case and the case history.
Classification of Reports
WRITTEN REPORT
This report aims for the interested party to know and apply
themethodologymore suitable in their area to report the proposal, analysis
and the solution of a particular problem. It is desired that it be emphasized in the discussion.
of results and conclusions and that distinguishes the most important aspects of its
work and make them known in a summary. This activity is considered
complementary to the scientific information, which in general or specific form,
received by the interested party during their stay and constitutes the most appropriate way to
complete y to conclude a research project.
TECHNICAL REPORT
The content review of the reports will be carried out by the responsible researcher.
of the work. The person in charge of disseminating the reports will verify that the
the report is presented in the format
recommended and will suggest changes if necessary. The object of the
Reviewing is obtaining high-quality publications.
RESEARCH REPORT
Due to the fact that the technique ofoffsetto reproduce the works just as
are delivered in their final version.
The works must be written in single space using the font type
Times New Roman 12 point. In case the indicated font is not available,
use the most similar.
The pages that make up the work should not have printed numbers nor should they
They must be stapled. Please number them with Arabic numerals in the upper right corner.
using pencil.
The title of the work must appear in uppercase, bold, and centered.
After the title, in a simple space, centered and with the normal font, it should
the names of the authors should appear with both full last names and only the
initials. First, you should write the student's name, after
advisor and then that of the collaborators. Do not use the words student,
advisors or collaborators, it is enough to write the names in the indicated order.
Subsequently, with simple spacing, centered, and normal font, the following should be written
affiliation of the authors, indicating the department and the name of the
institution.
Leave a space and with uppercase letters, bold and justified to the left, it
Indicate the title of each section and proceed to write with single spacing the text
of the same. The sections in which the work is divided will be at the discretion of the
advisor, but the summary at the beginning of the work should not be omitted in any case and
the bibliographic references at the end of it.