Articles by tag: Reporting


Tagged with: Reporting

If Users want to run a report, they can go to the Reports tab.

If the reports required are not visible, they will need to navigate to “All Reports” in the left panel. This will display all reports (including those that come with Salesforce & Ascendix).

If there is data to feed those reports, just running the report will be sufficient (by clicking on the blue hyperlink of the Report Name). Keep in mind, however, if some of these reports are ‘canned’ or templated, they might have a pre-existing filter, that would affect the data you see on the report.

You could always use a report and modify/edit/add filters and Save As, so it’s your own custom report. Watch this video on How to Create Reports.

Reporting Options

Tagged with: Reporting

There are 2 ways a report can be accessed:

  • User accesses report, and exports to Excel
  • Save to desktop
  • Emails to party/ies
  • User subscribes to report for a desired frequency
  • Apply conditions (optional)
  • The report will be emailed to the user
  • The max # of reports a user could subscribe to is 5