Organizing Reports
You can create an unlimited number of reports using your CRM data. In order to work with them in an orderly manner, several options are available to you. From viewing recently used reports to categorizing most relevant reports, there are a number of ways in which you can unclutter your reports. The options are as listed below:
- Favorite Reports
- Recent Reports
- Reports Created by Me
- Scheduled Reports
- Recently Deleted
- Search Reports
- Search Folder
- Move To Folder
Category | Description |
Favorite Reports |
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Recent Reports | The last 25 reports accessed by the user will be listed here. |
Reports Created by Me | All the custom reports created by you will be listed within this folder. |
Scheduled Reports | All the reports arranged to be sent to recipients at pre-arranged times will be listed here. See link. |
Recently Deleted | The deleted reports will be listed here. From here, they can be either deleted permanently or restored. |
Search Reports | You can search for reports from within each reports folder. |
Search Folder | You can search for the folder names in the left pane of the Reports Home page. |
Move To Folder |
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