Configuration
- Enable Floating Headers on Reports While Scrolling
- Report and Dashboard User Interface Settings
- Report Formats
- Report Types
- Sales Efficiency by Rep Report change Date Ranges, Sort Order and Groupings
- Salesforce Formula Operators & Functions
Access
How To
- What's a Matrix Report?
- Add a Report Formula
- Add Report Filters
- Add Specific Users To Schedule Report Out To
- Auditing Reports by User Who Ran It Last
- Basic Dashboards
Troubleshooting
- Appointment Result Reporting "Count" Fields
- Enable Disregard in Statistics for Follow-up Appointment Results
- Error Running User for Dashboard Inactive - How To Resolve
- Remove Error From a Report
- Schedule a Report - Not able to select Users to send to
- Troubleshooting - Why Can't I Schedule a Dashboard to be Emailed?