Defining Report Attributes
Use the first section of the Edit Report form to identify the attributes of your report, including report type.
Consult the following table to define or edit the attributes for your Agreement Explorer report. Attribute fields in bold are required.
|
Attribute |
Description |
|---|---|
|
Report Name |
Enter a short name for your report that will help you identify it. This name is displayed in the Saved Reports table on the main Agreement Explorer tab. |
|
Owner |
Use the lookup field to search for a user to designate as the owner of this report. By default, the current user is the report owner. Only the report owner or an administrator can modify an existing report. |
|
Label |
Enter a label which can be used to provide additional clarity for the report's intended use. |
|
Type |
Use the drop-down menu to specify the context of your report: Agreement, Agreement Search or Agreement Hierarchy by Account(s). See Agreement Explorer Reports for an explanation of report contexts. |
|
Description |
Enter a description for your report which provides guidance to users on using the report. The description is displayed in the Saved Reports table on the Agreement Explorer tab. |
|
Make Public |
Click this checkbox to make your report publicly available to all users. Any users with access to Agreement Explorer will be able to run this report from the Agreement Explorer tab. |
|
Set as Default |
Click this checkbox to make your report the Default report for the chosen report context. See Running Agreement Explorer Reports |
At this point, you can click Save to save your new Agreement Explorer report without any Field or Filter settings. When your report is run, it will return all agreement records you have permission to view. Continue to the next section if you want to configure Fieldsets for your report.
