Object Class CRM Reporting (FSCFOLIOCRM@1.1001:CRMDashboard)

Object Class Hierarchy

COOSYSTEM@1.1:Object > COOSYSTEM@1.1:CompoundObject > FSCFOLIOCRM@1.1001:CRMDashboard

Represents a dashboard for reporting

Additional Information

Default Background Menu: COODESK@1.1:MenuRootWinContext
Compound: true
Action for Moving Objects: COODESK@1.1:DragIntoMove
Abstract: false
ACL Object: COOSYSTEM@1.1:DefaultGlobalACL
Symbol: COODESK@1.1:SymbolReport
Transfer: false
Commonly usable: true
Base Class: COOSYSTEM@1.1:CompoundObject
Action for Linking Objects: COODESK@1.1:DragIntoLink
Action for Copying Objects: COODESK@1.1:DragIntoCopy
Display Mode: DISP_LINES
Default Main Menu: COODESK@1.1:MenuRootFolder

Properties

ReferenceName
FSCFOLIOCLOUDCRM@1.1001:crmreportmaxquartersNumber of Quarters
FSCFOLIOCLOUDCRM@1.1001:crmreportothercategorynameCategory Name for "Other"
FSCFOLIOCLOUDCRM@1.1001:crmreporttemplateobjsReport Templates
FSCFOLIOCLOUDCRM@1.1001:crmreporttemplatesReport Templates
FSCFOLIOCLOUDCRM@1.1001:crmreportuseweightedamountsWeighted Amounts
FSCFOLIOCLOUDCRM@1.1001:crmsalesfunnelchartSales Funnel Chart
FSCFOLIOCRM@1.1001:crmdashsourcesCRM Configurations
FSCFOLIOCRMEXT@1.1001:crmreportcontentReport

Actions

ReferenceName
FSCFOLIOCLOUDCRM@1.1001:AttrReportTemplatesSet
FSCFOLIOCLOUDCRM@1.1001:GetReportQueryWrapper
FSCFOLIOCLOUDCRM@1.1001:GetReportSettingsWrapper
FSCFOLIOCLOUDCRM@1.1001:GetReportTemplateWrapper
FSCFOLIOCLOUDCRM@1.1001:GetSalesFunnelData
FSCFOLIOCRM@1.1001:GetFiscalYearStart
FSCFOLIOCRMEXT@1.1001:CreateCampaignReport
FSCFOLIOCRMEXT@1.1001:CreateLeadReport
FSCFOLIOCRMEXT@1.1001:CreateOpportunityReport
FSCFOLIOCRMEXT@1.1001:CreateSalesFunnelReport
FSCFOLIOCRMEXT@1.1001:CreateSalesTaskReport
FSCFOLIOCRMEXT@1.1001:GetCellValue
FSCFOLIOCRMEXT@1.1001:GetReportQuery
FSCFOLIOCRMEXT@1.1001:GetReportSettings
FSCFOLIOCRMEXT@1.1001:GetReportTemplateGet report template
FSCFOLIOCRMEXT@1.1001:GetSalesFunnelGet leads and opportunities for sales funnel

Properties

FSCFOLIOCLOUDCRM@1.1001:crmreportmaxquarters (Number of Quarters)

Number of quarters to include in report

Additional Information

Sign: false
Type: COOSYSTEM@1.1:INTEGER
Changeable: true
Visible: true
Must Be Defined: false
Maximum Length: 2
ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL
Changeable in Installed Component: true


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FSCFOLIOCLOUDCRM@1.1001:crmreportothercategoryname (Category Name for "Other")

Display name for the "Other" report category

Additional Information

Type: COOSYSTEM@1.1:STRING
Changeable: true
Visible: true
Must Be Defined: false
Maximum Length: 254
ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL
Changeable in Installed Component: true


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FSCFOLIOCLOUDCRM@1.1001:crmreporttemplateobjs (Report Templates)

Report templates

Additional Information

Access Types for Reading Property: COOSYSTEM@1.1:AccTypeReadComp
Changeable in Installed Component: true
Destructor Action: COOSYSTEM@1.1:AttrChildrenDestructor
Describes Child Relationship: true
Multiple Values (Overrides Type): true
Type: COOSYSTEM@1.1:OBJECTLIST
ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL
Possible Object Class: COOSYSTEM@1.1:ContentObject
Search for Allowed Classes Only: true
Access Types for Changing Property: COOSYSTEM@1.1:AccTypeChangeComp
Changeable: true
Action to Copy Property From Object: COOSYSTEM@1.1:NoOperation
Must Be Defined: false
Visible: true
Action Called Before Property of Version Is Saved: COOSYSTEM@1.1:AttrChildrenFixManualVersion


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FSCFOLIOCLOUDCRM@1.1001:crmreporttemplates (Report Templates)

Report templates

Additional Information

Type: FSCFOLIOCLOUDCRM@1.1001:ReportTemplate
Multiple Values (Overrides Type): true
Changeable: true
Visible: true
Must Be Defined: false
ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL
Action Called Before Property Is Saved: FSCFOLIOCLOUDCRM@1.1001:AttrReportTemplatesSet
Changeable in Installed Component: true


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FSCFOLIOCLOUDCRM@1.1001:crmreportuseweightedamounts (Weighted Amounts)

Use weighted sales amounts for reports

Additional Information

Type: COOSYSTEM@1.1:BOOLEAN
Changeable: true
Visible: true
Must Be Defined: false
ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL
Changeable in Installed Component: true


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FSCFOLIOCLOUDCRM@1.1001:crmsalesfunnelchart (Sales Funnel Chart)

Sales funnel chart

Additional Information

Changeable in Installed Component: false
Multiple Values (Overrides Type): true
ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL
Type: FSCDATATABLE@1.1001:DataTableList
Volatile: true
Action Called After Property Is Read: COOSYSTEM@1.1:AttrValueExprGet
Action Called After Property of Version Is Read: COOSYSTEM@1.1:AttrValueExprGetVersion
Changeable: false
Action to Copy Property From Object: COOSYSTEM@1.1:NoOperation
Must Be Defined: false
Visible: true


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FSCFOLIOCRM@1.1001:crmdashsources (CRM Configurations)

CRM folders for reporting

Additional Information

Changeable in Installed Component: true
Multiple Values (Overrides Type): true
ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL
Type: COOSYSTEM@1.1:OBJECTLISTUNIQ
Possible Object Class: FSCFOLIOCRM@1.1001:CRMFolder
Search for Allowed Classes Only: true
Changeable: true
Must Be Defined: false
Visible: true


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FSCFOLIOCRMEXT@1.1001:crmreportcontent (Report)

Report content for persisting CRM reports

Additional Information

Access Types for Reading Property: COOSYSTEM@1.1:AccTypeReadContent
Changeable in Installed Component: true
Action Called Before Property Is Saved: COOSYSTEM@1.1:AttrContentSet
ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL
Type: COOSYSTEM@1.1:Content
Constructor Action: COOSYSTEM@1.1:AttrContentConstructor
Action Called After Property Is Read: COOSYSTEM@1.1:AttrContentGet
Access Types for Changing Property: COOSYSTEM@1.1:AccTypeReadContent
Changeable: true
Must Be Defined: false
Visible: true


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Actions

FSCFOLIOCLOUDCRM@1.1001:AttrReportTemplatesSet

Set the list of available report templates of the CRM folder

Additional Information

Prototype: COOSYSTEM@1.1:AttrSetPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCLOUDCRM@1.1001:GetReportQueryWrapper

Get the objects for a report
ParameterTypeIn/OutOptionalDescription
triggerCOOSYSTEM@1.1:OBJECTinfalse
conditionsCOOSYSTEM@1.1:DICTIONARYinfalse
queryCOOSYSTEM@1.1:STRINGoutfalse

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCLOUDCRM@1.1001:GetReportSettingsWrapper

Get settings for generating a report
ParameterTypeIn/OutOptionalDescription
quartersCOOSYSTEM@1.1:INTEGERoutfalse
useweightedCOOSYSTEM@1.1:BOOLEANoutfalse
otherstringCOOSYSTEM@1.1:STRINGoutfalse
countriesCOOSYSTEM@1.1:OBJECTLISToutfalse
salespersonsCOOSYSTEM@1.1:OBJECTLISToutfalse
campaigntypesCOOSYSTEM@1.1:OBJECTLISToutfalse
productgroupsCOOSYSTEM@1.1:STRINGLISToutfalse
industriesCOOSYSTEM@1.1:OBJECTLISToutfalse

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCLOUDCRM@1.1001:GetReportTemplateWrapper

Get report template from CRM folder or CRM dashboard
ParameterTypeIn/OutOptionalDescription
triggerCOOSYSTEM@1.1:OBJECTinfalse
templateCOOSYSTEM@1.1:CONTENToutfalse

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCLOUDCRM@1.1001:GetSalesFunnelData

Get data for sales funnel overview
ParameterTypeIn/OutOptionalDescription
datalistFSCDATATABLE@1.1001:DataTableListoutfalse

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCRM@1.1001:GetFiscalYearStart

Get start month of fiscal year
ParameterTypeIn/OutOptionalDescription
startmonthFSCFOLIOCRM@1.1001:Monthsoutfalse
startmonthintCOOSYSTEM@1.1:INTEGERoutfalse

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCRMEXT@1.1001:CreateCampaignReport

Create campaign report in Excel format
ParameterTypeIn/OutOptionalDescription
campaignsCOOSYSTEM@1.1:OBJECTLISTinfalse
excelcontentCOOSYSTEM@1.1:CONTENTin/outfalse
queryCOOSYSTEM@1.1:STRINGinfalse

Additional Information

ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL


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FSCFOLIOCRMEXT@1.1001:CreateLeadReport

Create lead report in Excel format
ParameterTypeIn/OutOptionalDescription
leadsCOOSYSTEM@1.1:OBJECTLISTinfalse
excelcontentCOOSYSTEM@1.1:CONTENTin/outfalse
queryCOOSYSTEM@1.1:STRINGinfalse

Additional Information

ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL


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FSCFOLIOCRMEXT@1.1001:CreateOpportunityReport

Create opportunity report in Excel format
ParameterTypeIn/OutOptionalDescription
opportunitiesCOOSYSTEM@1.1:OBJECTLISTinfalse
excelcontentCOOSYSTEM@1.1:CONTENTin/outfalse
queryCOOSYSTEM@1.1:STRINGinfalse

Additional Information

ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL


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FSCFOLIOCRMEXT@1.1001:CreateSalesFunnelReport

Create sales funnel report in Excel format
ParameterTypeIn/OutOptionalDescription
excelcontentCOOSYSTEM@1.1:CONTENTin/outfalse

Additional Information

ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL


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FSCFOLIOCRMEXT@1.1001:CreateSalesTaskReport

Create sales action report in Excel format
ParameterTypeIn/OutOptionalDescription
salesactionsCOOSYSTEM@1.1:OBJECTLISTinfalse
excelcontentCOOSYSTEM@1.1:CONTENTin/outfalse
queryCOOSYSTEM@1.1:STRINGinfalse

Additional Information

ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL


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FSCFOLIOCRMEXT@1.1001:GetCellValue

Format value for report output
ParameterTypeIn/OutOptionalDescription
nullstrCOOSYSTEM@1.1:STRINGinfalse
cellvalueinfalse
valueCOOSYSTEM@1.1:STRINGoutfalse

Additional Information

ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL
Private: true


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FSCFOLIOCRMEXT@1.1001:GetReportQuery

Get the objects for a report
ParameterTypeIn/OutOptionalDescription
triggerCOOSYSTEM@1.1:OBJECTinfalse
conditionsCOOSYSTEM@1.1:DICTIONARYintrue
reportqueryCOOSYSTEM@1.1:STRINGoutfalse

Additional Information

ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL


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FSCFOLIOCRMEXT@1.1001:GetReportSettings

Get settings for generating a report
ParameterTypeIn/OutOptionalDescription
quartersCOOSYSTEM@1.1:INTEGERoutfalse
useweightedCOOSYSTEM@1.1:BOOLEANoutfalse
otherstringCOOSYSTEM@1.1:STRINGoutfalse
countriesCOOSYSTEM@1.1:OBJECTLISToutfalse
salespersonsCOOSYSTEM@1.1:OBJECTLISToutfalse
campaigntypesCOOSYSTEM@1.1:OBJECTLISToutfalse
productgroupsCOOSYSTEM@1.1:STRINGLISToutfalse
industriesCOOSYSTEM@1.1:OBJECTLISToutfalse

Additional Information

ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL


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FSCFOLIOCRMEXT@1.1001:GetReportTemplate (Get report template)

Get template for report
ParameterTypeIn/OutOptionalDescription
triggerCOOSYSTEM@1.1:OBJECTinfalse
templateCOOSYSTEM@1.1:CONTENToutfalse

Additional Information

ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL


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FSCFOLIOCRMEXT@1.1001:GetSalesFunnel (Get leads and opportunities for sales funnel)

Get sales funnel objects for the number of quarters defined in the quarters parameter
ParameterTypeIn/OutOptionalDescription
quartersCOOSYSTEM@1.1:INTEGERinfalse
leadqueryCOOSYSTEM@1.1:STRINGoutfalse
opportunityqueryCOOSYSTEM@1.1:STRINGoutfalse

Additional Information

ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL


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