Creating Custom Reports in TIGA

The Reports table in TIGA CRM can be used by TIGA administrators to create custom reports that can be emailed to any TIGA user or group. These reports will contain a list of the selected records in TIGA based on the conditions you define, and can be scheduled to be sent at different intervals to suit your needs.

You can also add custom search parameters to further filter the data that is sent to selected recipients. This feature allows you to take a report that is general, such as a report of all open support cases, and customize the information sent to each recipient so that they only receive the information relevant to them, such as having each recipient only receive a report of their own open cases but no one else’s. This way you can customize the information each recipient receives without needing to create separate reports.

To create reports:

  1. Click the Reports table on the table bar.

  2. Click the Plus button to create a new report.

  3. In the Create New Reports window, type or select the appropriate information for the following fields:

    • Name — Type a descriptive name for your report.

    • Table — Select the desired table in TIGA from which you want to generate the report.

    • Condition — Type the desired conditions to filter out what information will be included in the report. For example, if you want to display case reports that only have Open as their status, you will need to type “Case Status” = open.

    • Description — Type a description of the report.

    • Name — Type a descriptive name for your report.

    • Email From — Type the email address from which the report will be sent.

    • Email Subject — Type the report email subject.

    • Email Body — Type the text you want to appear in the email body, if any.

    • Condition Included — Select this option if you want to include in the report the report conditions that you’ve specified in the Condition field.

  4. Click Create.

Post Conditions

After you’ve created or updated the report schedule, TIGA will automatically send the report to the selected recipients according to the specified schedule.


To define a report’s recipients and schedule:

  1. Find the new report record that you’ve created in the Reports table.

  2. Click the Plus button next to the Schedules related table.

  3. In the Create New Schedules window, type or select the appropriate information for the following fields:

    • Active — Select this option to activate the report’s schedule. You must check this box to receive the report in your email.

    • Preset — Select the desired scheduling option from the Preset list. After you have made your selection, the time fields above Preset, i.e. Days, Months, etc., will be filled in automatically. From there you can adjust their values as needed.

    • Name — Type a descriptive name for the report.

    • Description — Type a description of the report.

    • Days — Days are represented by numbers 1 through 7, where 1 is Sunday, 2 is Monday, and so on. Type the numbers corresponding to the days you want TIGA to send the report. These numbers are not applicable to the Daily preset option, because daily reports will be sent everyday.

    • Months — Months are represented by numbers 1 through 12, where 1 is January, 2 is February, and so on. Type numbers corresponding to the months you want TIGA to send the report. These numbers are not applicable to the Monthly preset option, because if you select Monthly, that means TIGA will send the report every month. They are also not applicable to Daily or Weekly options.

    • Dates — Dates are represented by numbers 1 through 31. Type the numbers that correspond to the dates you want TIGA to send the report. These numbers are not applicable to the Daily preset option, because daily reports will be sent everyday.

    • Hours — Type the hour that corresponds to what time you would like the report to be sent, in 24-hour time.

    • Minutes — Type the minute that corresponds to what time you would like the report to be sent.

  4. In the Custom Recipients and Searches table, click recipient in the Recipient column and type the desired recipient emails. You can add both individuals or groups as recipients by typing the desired email address in the corresponding box.

  5. In the Custom Search column, type the desired custom search to filter out the report based on specific criteria. For example, if you want to filter out the report based on a certain owner name, you can type “Owner contains [name]” where [name] is the desired owner.

  6. Click Create.