Reports and Report Options

When you view reports in Reporting, you can select the columns included on the reports, and you have a number of options for selecting and filtering the records displayed. You can also save versions of these reports so you can display them again without having to reapply the searches, filters, and other options.

Related topics:

  • Opportunities Report
    The Opportunities report provides a list of opportunities and related information. You can add or remove columns and change the order of columns to tailor the report to best meet your needs.
  • Companies Report
    The Companies report provides a list of companies and related information. You can add or remove columns and change the order of columns to tailor the report to best meet your needs.
  • Contacts Report
    The Contacts report provides a list of contacts and related information. You can add or remove columns and change the order of columns to tailor the report to best meet your needs.
  • Report Options
    The Reporting area provides a number of options for selecting reports, selecting records included on the reports, selecting report columns, and saving reports for future use.
  • Report Settings Dialog Box
    Use the Report Settings dialog box to select a field to group by, to select the columns that display on the report, and to change the order of the columns.
  • Custom Company Search Dialog Box
    If the default searches (Active, All, and Mine) for locating and selecting companies in the Companies area or for the Companies report are not satisfactory, use the Custom Company Search dialog box to create a custom search. When you create a custom search, you have the option to save it so you can use it in the future without having to specify the search parameters again.
  • Custom Contact Search Dialog Box
    If the default searches (Active, All, and Mine) for locating and selecting contacts in the Contacts area or for the Contacts report are not satisfactory, use the Custom Contact Search dialog box to create a custom search. When you create a custom search, you have the option to save it so you can use it in the future without having to specify the search parameters again.
  • Custom Opportunity Search Dialog Box
    If the standard searches (Active, All, and Mine) for locating and selecting opportunities are not satisfactory, use the Custom Opportunity Search dialog box to create a custom search. When you create a custom search, you have the option to save it so you can use it in the future without having to specify the search parameters again.
  • Save Report Dialog Box
    Use the Save Report dialog box to specify the name of a new saved report.
Parent Topic: Reporting