The following fields and buttons are available from the report run page, depending on your setup. Amounts in reports are shown in their original currencies, and report totals are displayed in your personal currency. To change the currency go to the report builder and click
Option Description Customize Opens the report builder to help you customize the report. Date Field Choose date-specific information about the records: created date, last updated date, and date of last activity. Delete Deletes the report. Deleted reports are moved to the Recycle Bin. Display Currencies Using Determines the currency type for report subtotals and amounts in the “converted” column of any field. Available only for organizations using multiple currencies. Division Determines the division of records to include in the report. Select --Current-- to show records in your current working division. Reports that are already scoped (such as My Cases or My Opportunity Team’s Accounts) include records in all divisions. Available only if your organization uses divisions to segment data and you have the “Affected by Divisions” permission. If you do not have the “Affected by Divisions” permission, your reports include records in all divisions. Drill Down For summary and matrix reports, filter selected rows by a particular field. Select the rows you want to view, choose a field to group by, then click Drill Down. For example, if you created an opportunity report that displays deals by industry, you can select the industries that are doing well and group by Product Name to see which products are selling in that industry. Click Clear to remove the drill-down filter. Export Details Exports data from the report to a Microsoft® Excel spreadsheet or CSV (comma-separated values) file. Hierarchy Provides options to view the report data based on role or territory hierarchy. View data for an individual user, a role, or an entire organization. Available only for Professional, Enterprise, Unlimited, Performance, and Developer Editions. Printable View Lets you display the report in Microsoft Excel format, for easy printing. Relationship to Opportunity Specifies a scope based on opportunity ownership or opportunity team; limits the data in an opportunity report. Range Specifies a time period for a report. You can limit the data by specific dates using any standard or custom date field defined for the type of record in the report. Works with From and To fields. Run Report Regenerates the report data based on current report settings. Save Saves changes to one of your existing custom reports. Save As Saves parameter changes to any custom, standard, or public report under a new name, without altering the original report. Show Specifies which items to include in the report: just the records you own, or all records to which you have access. Use this option to see team data in your report. Show/Hide Details Toggles the display to show all information or just summary information. Subscribe Lets you subscribe to receive report notifications, whenever certain metrics meet conditions you specify. Summarize information by Provides subtotals for the fields you specify. Units Choose to view the age of a case in days, hours, or minutes. The age of an open case is the elapsed time from creation to the present. The age of a closed case is the elapsed time from creation to the closing time of the case.
The following fields and buttons are available from the report run page, depending on your setup.
Amounts in reports are shown in their original currencies, and report totals are displayed in your personal currency. To change the currency go to the report builder and click, then select an active currency. For any amount, you can also choose to display the “converted” column (for example, “Annual Revenue (converted)”), which will show amounts in the selected currency.