The activities and updates that will be recorded as Last Activity time:

• Editing fields in a record
  
• Adding & updating activities, i.e. Tasks, Events, Calls
  
• Sending emails to leads and contacts
  
• Adding & editing notes
  
• Adding deals & contacts under an account
  
• Changing the owner of the record
  
• Adding and deleting a record
  (This does not include deleting a record associated to the parent record.)
• Closing a task
  (Not used for events as they are automatically moved under Closed Activities after the End DateTime.)
• Deleting and restoring the records (individually or in bulk).
  
• Mass operations such as Mass Update, Mass Transfer etc.
  (Except for the Mass Delete option.)

The activities and updates that will NOT be recorded as Last Activity time:

• Editing contacts or deals under an account will not be listed under the Account.
  
• Deleting related lists under a record.
  

Create Report Folders

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

1. Click the Reports tab.
   
2. In the Reports home page, click Create Report Folder.
   
3. In the  Create Report Folder page, do the following:

   • Enter the Folder Name.
     
   • Enter the Folder Description.
     
   • Select Accessibility Details:
     
   • All Users are allowed to view this Report Folder: Select if you would like to enable the folder access for all the users.
     
   • Show this Report Folder only to me: Select if you would like to enable the folder access only to you.
     
   • Allow the following users to view this Report Folder: Select the users or user roles that can access the folder.
4. Click Save.

View Reports

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

1. Click the Reports tab.
   
2. In the Reports Home page, click the required reports group.
   
3. From the list of reports that are displayed, click the required report's link.
   
4. Click the Edit link to modify the Report Name, Folder details and Description of a report.
   
5. Click the Customize link next to the report to customize the report.
   
6. In the  Reports  page, you can do the following:
   
   • Export: Use this option to export and save the report in Excel, PDF, or CSV format in your local drive.
     
   • Save As: Use this option to save the report with a new name. This option is useful when you filter a specific set of data and save it for future reference.
     
   • Customize: This feature is used to customize the report with regards to the report types, columns, grouping, filter criteria in the report, etc.
     
   • Reload: Use this option to update or refresh the contents of the page.
     
   • Hide Details / Show Details: Click Hide Details to hide the details of the report and click Show Details to see the hidden details of the report.
     
   • Create Chart: This feature enables you to create charts, (such as Bar diagrams, Pie charts, Line charts, Funnel charts) based on the selected report details.
     
7. Do one of the following, and then click  Apply Filter to view reports based on the filter options specified:
   
   • Select Last Created Time or Last Modified Time from the Column list.
     
   • Select the option from the adjacent list. ( Next FQ, for example).
     On selecting this option, the system will automatically display the Start and End date in the respective boxes.
   • Enter the Start Date and the End Date in mm/dd/yyyy format, or select the date from the calendar displayed.
     

Note

• A maximum of 2000 records will be listed in a page. You can use the navigate options to view others pages.
  
• You will be able to export up to 2000 records per page, in each export.
  
• FQ refers to Financial Quarter and FY refers to the Financial Year.