Create your own custom reports.
Compass is pivot tables that dissect the information inside your account.
Free till it reaches a point of maturity and thereafter, it will be charged for as a percentage on your monthly bill.
- Compass does NOT do comparisons.
All information fields in Magnetic are available including custom fields and profitability data.
Modules available and examples of reports created there:
Opportunities and Jobs
Sections in Compass:
Filters applied (as seen in other reports).
Available fields to create the report from.
The area to drag and drop row fields.
The area to drag and drop column fields.
Dropdown of options for how to summarize the values to display in the table.
Dropdown of options for how to display the report data (E.g. table or bar chart).
Dropdown Options for Data type:
List/Count Unique Values
A number expressing the central or typical value in a set of data.
Minimum value of a deal.
Maximum value if a deal.
Dropdown options for types of tables/charts:
The data can be visualised in a number of ways:
Table: (Also know as a Pivot table)
A pivot table allows you to summarize data in multiple dimensions that you select by choosing fields to use on the x and y axis that is displayed in a table. The value displayed in the table can be many different options such as the count of items found or the sum of a particular field.
Table Bar Chart
Table with a bar chart within each line.
Stacked Bar Chart
This is basically an Excel/CSV export option. Copy the text and paste into a blank Excel workbook. The text is a Tab Separated list of values and will also be able to be imported into other spreadsheet software.
Table with Subtotal Bar Chart
Examples of different tables/charts:
Pivot table showing the sum of tracked time in hours by month by employee
Table Bar Chart:
Row Heat map: Heat intensity is calculated for each cell with respect to its row only.
Column Heat map: Heat intensity is calculated for each cell with respect to its column only.
Example of a Bar Chart
Example of a Stacked Bar Chart
Example of a Subtotal bar chart:
Remember to use Saved Searches to save your new reports. The saved searches will appear on the dropdown menu under the Compass icon.