Companies: By Industries

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KarmaCRM enables you to create a report of companies by industries. Go to Reports section. You can see this section either in main or secondary navigation depending on settings of navigation tabs. (Please see settings for navigation tabs for detailed instructions.)

Click on More drop-down arrow and select Reports option as below.

Click on New Report button available at the right side of the page.

  • In Name field, specify the name of report.
  • In Category, select Companies
  • In Type, select Industries
  • In Display as, select Bar or Pie option

Assign Permissions

You can setup permissions for this report, as below.  

  • Everyone: Select this option, if you want that every user can access the report.
  • Private: Select this option, if you want only selected users and groups can access the report.

Select one or more users and groups. You can set following types of permissions for selected users and groups.

  • Read and Write: Select this option, if you want that selected users and groups can read and edit the report.
  • Read: Select this option, if you want that selected users and groups can only read the report.

You can see  icon corresponding to the report for which you have assigned permissions. 

See Report

Click on Update button and the page appears as below.

You can see the report based on the options you have selected while creating a report such as whether you have selected Bar or Pie option.

By default, you see the report for different filters and filter values that the system has applied to the report view, automatically. You can use filters to see specific data based on your preferences.

The two options to see this report are explained below.

Bar: The report is available in the form of bar graph.

This graph shows different industries of companies, highlighted by different color legends, to distinguish different industries. 

 

Take your mouse pointer over any bar in the graph and you can see statistics for that particular industry. You can see

  • Number of companies to whom this industry is assigned
  • Name of industry

If you have selected Pie chart

Pie: The report is available in pie-chart form, as below.

This chart shows different industries of companies, highlighted by different color legends, to distinguish different industries.  

Take your mouse pointer over any region in the pie chart and you can see statistics for that particular industry. You can see

  • Percentage of each industry which is calculated based on the industry by all companies for that particular industry.
  • Name of industry

Filter an Existing Report

You can filter an existing report.

  • Assigned To: Use this filter to generate the report of all companies that are assigned to selected user in Assigned To drop-down list.

For example: when you generate a company report by industries, you can select any user from Assigned To filter. Click on Update button and the bar graph or pie chart is created for industries of all companies that are assigned to selected user.  

  • Created: Use this filter to generate the report of all companies that are created within specific time such as all companies that are created last month and all companies that are created in this month.

You can use one or both of the above filters depending on what data you want to see in a report.  Click on Update button and the filtered report appears.

For example, when you generate a company report by industries, you can select This Month option in Created filter. Click on Update button and the bar graph or pie chart is created for industries of all contacts that are created in this month. 

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