•  Manage reports
  •  Custom report types
    •  Reports based on master records
    •  Reports based on record metadata
  •  Managing predefined reports
  •  Creating custom reports
    •  Step 1. Create a custom report
    •  Step 2. Add a chart to the custom report
  •  Viewing reports
    •  Viewing report details
    •  Data set in reports
  •  Exporting reports
    •  Exporting report data for merge history activity reports
  •  Finding reports
  •  Editing reports
  •  Deleting reports
  •  Adding a widget to a record

Manage reports

Adding a widget to a record

MANAGE_REPORTS

REPORTS_MASTER_REC

REPORTS_RECORD_METADATA

PREDEFINED_REPORTS

CREATE_REPORT

REPORT_LIST

EDIT_REPORTS