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02 - Running & Modifying Reports (Finding (Searchable (Report feature,…
02 - Running & Modifying Reports
Types
Standard
Are built in
Are stored in standard folders
Can be customised & saved as custom reports
Cannot be overwritten or deleted
Custom
Can be built from scratch
Can be created from standard reports
Must be saved in a custom, personal, or unfiled folder
Can be overwritten or deleted
Enhanced report & dashboard folder sharing
Allows for finer control over how users share their reports & dashboards.
Different groups of users can be given different access to the same folder.
Viewer
View items only
Editor
Modify & move items
Manager
Modify & move items, & control access to folder
Setup > customize > reports & dashboards > folder sharing
Finding
Searchable
Report feature
Folder
Drag & drop to folder
Sort & customise
Follow
Report & Dashboard Folders
Access to reports & dashboards is controlled through folders on the reports tab. Traditionally, all users with access to the folder have the same level of access.
Access can be read only or read /write
Folders can be :
Accessable to all users
Hidden from all users
shared via public groups
Shared via Roles
NOTE:
Access to folders does not roll up in the role hierarchy.
What are reports?
Reports are lists or summaries that allow you to aggregate & analyse your data in different ways.
Types
Tabular
Summary