Reporting

GoldMine provides analysis reports for reviewing metrics. For example, you can calculate statistics based on activities scheduled and completed by GoldMine users.

Select from over 200 standard GoldMine reports or design a custom report tailored to meet your organization's needs.

NOTE: After installing Microsoft SQL Server Reporting Services and configured on the network, you must add a section to the gm.ini file (typically located in Program Files/GoldMine/). This tells GoldMine where the Reporting Services is hosted. For more information, see To Configure the GM.INI File For Reporting Services.

About Reports

A report can include data from these database tables:

○ Contact1. Main area of the Contact Record Standard unit of information in GoldMine that incorporates information, such as: name, company, phone, and address. It serves as the basis for all scheduled work, and acts as the central link between GoldMine’s Calendar and History by maintaining all past and pending events, related to the individual contact records in the GoldMine database. and the Summary and Notes tabs.

○ Contact2. Fields tab Displays user-defined fields grouped together in user-defined screens. and user-defined fields.

○ ContSupp. Contacts, Details, Referrals, and Links.

○ Cal. Calendar tab

○ ContHist. History tab Lists completed activities associated with the Contact Record.

○ OpMgr. Opportunity Involves a group working as a team with multiple organizations and contacts to successfully close a complex sale. Manager.

○ Cases. Service Center

Special fields can include:

○ Dialog. Prompts users to input data used within the report.

○ Calculations. Calculates the total or performs other mathematical operations.

○ Macros A series of commands and/or keystrokes that launches or runs a action.. Places multiple fields in the report. Macros are like those used within GoldMine/Microsoft Word templates. For a list of available report Macros, see GoldMine Report Macros.

Select from the following topics to learn more about Reporting in GoldMine.

■ About the Reports Center

■ Report Types

■ Using the Reports Center

■ Setting Report Properties

■ Creating Reports

■ Cloning Reports

■ Editing Report Layouts

■ Previewing GoldMine Reports

■ Printing Reports

■ Saving Reports with Data

■ Sorting Report Data

■ Reporting Services Integration

■ Configuring for E-Mail Delivery

■ Configuring the INI File