In Spotler CRM, you can convert a report built in the legacy editor to the criteria builder. After the conversion, you can use all options of the criteria builder for that report, such as exclude groups, sub groups, dynamic dates and an unlimited number of criteria. You convert a report with Convert Report in the banner at the top of a legacy report. If the converted report does not work as expected, you can revert it to the legacy editor.
To convert a legacy report, open the report and click Convert Report in the banner at the top. Check whether the converted report gives the same results. If not, revert it to the legacy editor.
What changes when you convert a report?
Converting moves a legacy report to the criteria builder, while keeping its objects, fields and criteria. The legacy editor only worked with presets, so a converted report keeps the preset it was built on. Your existing criteria are carried over and should give the same results as before.
After the conversion, these options of the criteria builder become available for the report:
- Exclude groups and sub groups, explained in How do I build criteria with groups, rules and exclusions?
- Dynamic dates such as Last Month or the last 30 days, explained in How do I use relative date filters?
- Runtime criteria, explained in How do I use runtime criteria?
- No limit to the number of criteria. The limits on criteria and runtime criteria in the legacy editor do not apply to the criteria builder.
How do you convert a legacy report?
You convert a legacy report from the report itself. Every report built in the legacy editor shows a banner at the top of the Edit Report page with the text "Click here to convert this report to the new reports system".
- Open the legacy report.
- Click Convert Report on the right side of the banner.
- Check the objects, fields and criteria of the converted report.
- Run the report and compare the results with the results before the conversion.
Can you undo a conversion?
Yes, a converted report can be reverted to the legacy editor. After the conversion, a banner at the top of the report shows the text "Click here to revert to the legacy report criteria page". Click Revert Report in that banner when the converted report does not look right or gives different results than before.
A report that you built from scratch in the criteria builder cannot be converted to the legacy editor. Converting only works from the legacy editor to the criteria builder, with the option to revert reports that were converted.
Forecast reports cannot be converted
Forecast reports cannot be converted to the criteria builder. You can still run existing forecast reports, but you cannot create new ones or change them. More information is available in Forecast.