Download presentation
Presentation is loading. Please wait.
1
Reports - Basic
2
Report Creator Report Creator is our tool for easily creating reports with nice layouts and flexible criteria Not to be confused with Report Generator, which we are moving away from
3
Columns Where we select what information to pull from a case
Four different report types available Can be saved for re-usability
4
Design Where we create a layout for the report Flexible design tool
5
Criteria Where we define the filtering options for our column selection Criteria can be reused for multiple reports or custom find lists
6
Associate Report Joining Criteria and Design together to save a report entry Renaming of final report Different types of report options
7
Custom Report Security
Setting Security Group permission on reports and criteria
Similar presentations
© 2025 SlidePlayer.com. Inc.
All rights reserved.