Filtering data in report templates
You can specify the data that appears in a report by setting filters (see Running a report). You can set filters each time that you run a report, or you can save filter settings with a report template so that they are applied by default each time you run the report. You can modify the default filter settings when you run a report.
To specify data in a report template
The report appears in the Report Designer.
From the Edit menu, click Define Filters.
The Define Filters dialog box appears. The options available from the dialog box depend on the report that is being edited. For example, opportunities reports only display options for opportunities. For field definitions on any tab, press F1.
In the General tab, select the default output setting for the report from the Send the report output to list.
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Preview a report before printing it by selecting Preview from the Send the Report Output To list. |
From the Create report for box, select the option you want to use in creating the report.
To indicate which user’s data to include in the report, select All Users or Selected Users. If you choose Selected Users, select the users from the list.
Select the data to include in the report from the Activity, Note, History, and Opportunity tabs, and then click OK.