Customize Report
Create Custom Layout
This page is relevant to list type report only. To create a custom layout for quick view: Navigate to the Design page of report. Select Quick View tab. Click Custom Layout. The Build your Layout window will appear. Click From Scratch. Select Text ...
Creating an action item
This page is relevant for all report types except pivot chart and pivot table. Note: Action items configured in your reports will not be exported. To create an action item: Navigate to Design page. Click the web, mobile, or tablet icon to create ...
Define Detail View Actions
This page is relevant for all report types except spreadsheet, pivot chart and pivot table. Define the actions that must be displayed within a record's detail view. It helps the user perform actions like edit, delete, and duplicate. To define detail ...
Set Detail View Layout
This page is applicable to all report types except spreadsheet, pivot chart, and pivot table. There are two specific predefined layouts for detail view: Summary layout and Block layout. Set summary layout for detail view of a record Navigate to the ...
Define Quick View Actions
This page is applicable to all report types except spreadsheet, pivot chart, and pivot table Define the actions that must be displayed at the event of a click action or gesture. It helps the user perform actions like edit, delete, duplicate, and view ...
Set Quick View Layout
This page is applicable to all report types except spreadsheet, pivot chart, and pivot table The list type layouts can be broadly classified as tabular and non-tabular. You can do the following: To set tabular layout for list report Navigate to ...