To edit criteria patterns
Example:
You would like to create a report that lists out the deals based on the following criteria:
Stage is 'Closed Won', and Deal Owner is 'Manish Patel or Martin Wilson', and Expected Revenue is greater than '$10000 USD', and Lead Source is 'Cold Call or Web Form'.
Important Notes
Your Criteria Pattern in Editor |
Your Criteria Pattern in View Mode |
( 1 and 2 ) or ( 3 and 4 ) |
(( 1 and 2 ) or ( 3 and 4 )) |
1 and 2 and 3 and 4 |
(1 and 2 and 3 and 4 ) |
( 1 or 2 ) and ( 3 or 4 ) |
( ( 1 or 2 ) and ( 3 or 4 ) ) |
The time when any change is made to a record, be it adding a note, closing a task, sending emails or just editing the fields is captured under "Last Activity Time". The information in this field can be used in Reports criteria, to filter out records that had no activity for a specific period of time or those records that had recent activities.
The activities and updates that will be recorded as Last Activity time:
The activities and updates that will NOT be recorded as Last Activity time:
By default, reports are stored in different categories. You can create personal or public folders to store the frequently used reports in a common folder for easy access.
To create report folders
To access standard reports in the Reports tab click the specific report (For example, Contact Mailing List from the Accounts & Contacts Reports) from the Reports folder (for example, Accounts & Contacts Reports, Deals reports, and others).
To view the report
Periodically, you may delete some of the unnecessary reports. Please note that you can delete the reports created only by you. Also, you need to have the Manage Reports and Dashboards permission in you profile.
To delete reports
You can edit the predefined reports, provided you have the Manage Reports and Dashboards permission in your profile.
To edit reports
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