Report Builder      

Basics

Type Report
Name
Description
 

Report & Charts panel

Each table has a panel listing its reports and charts, organized in groups.
This report is listed in the panel group Shared, for . This report is in the panel but hidden, for now. This report is listed only for you, in the group Personal reports. Show options
List this report in the panel for:
 
Everybody can see the report in the panel.
 
Users who have my role can see the report in the panel.
 
Users in any of the chosen roles can see the report in the panel.
 Administrator
 Sales Representative
 Viewer
 Sales Manager - DEMO
 
The report doesn't appear in the panel until you say otherwise. To see the report, create a bookmark in your browser.
 

 
Only you can see the report in the panel. You can't ever list it for other users. You can still let others open it by sending them links.
 
Group for this report:
Personal reports are organized into their own group and can't be moved

Filters

Initial Defines the results when the report is first displayed
  
Dynamic Defines how your users can refine and search the report when viewing it
     

The default dynamic filters are:
    Available
    Select up to 5 dynamic filters
        Maximum number of filters selected
        (Dynamic filters won't be turned on in this report)

        Options

        Report caching
        Use these options to improve performance. Learn More.