Creating reports

Click the ellipsis (…) on the top right of your home page.

  1. On the options menu select Create Report. When you create a report from here, you must know the business class and list for which you are making the report. You can look up business class and list information on the page or list and press Ctrl+Shift+left-pointer click.
  2. Build a filter for the list.
  3. Give the report a descriptive name. Include your user name if the report is public.
  4. Select the business class and list for which to create the report.
  5. Optionally, on the Filter Criteria tab, select from a list of defined conditions to build a filter. Use the Advanced Properties tab to define your own condition. The syntax is validated when you exit the field.
    See Building a condition.
  6. To save the report and view the results, click Create and View Report.
  7. To view the report results at any time, click the My Reports icon.

    To build an audit report, see Creating audit reports from lists.