– 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)
– 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
– 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
– An easy-to-use, multi-step wizard used to create a custom report
– Number of wizard steps depends on Report Type selected
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