What is a Standard report and Custom Report?

– Out-of-the-box reports, e.g., Account and Contact Reports
– May be used as a starting point for Custom Reports
– May not be deleted or removed (folder can be hidden)
What is a Custom report?
– Created with your specific criteria
– Saved in the My Personal Folder, Unfiled Public folder or custom folder but not in a Standard Folder
– May be edited or deleted
– Can be searched for in Custom Report search
What is the Report Wizard?
– An easy-to-use, multi-step wizard used to create a custom report
– Number of wizard steps depends on Report Type selected

No comments:

Post a Comment

Differences between the Import Wizard and the Apex Data Loader

Salesforce CRM provides two tools for data migration—the Import Wizard and the Apex Data Loader. The Import Wizard   is designed for les...