You can save a report in the Salesforce Files Library in PDF format, or as a Microsoft Excel document.
To save a report in the Files Library:
- Check that your accounting balances are fully up to date. For example, if a data range in your report uses the FinancialForce Accounting Reporting Balances object, check that the Reporting Balance Update process has recently completed.
- Click the Reporting tab.
- Find the reporting definition
The top-level object from which reports are run. for the report that you want to run. - Click Run Report. You might be asked to provide additional run-time criteria, such as region, cost center, accounting period or date, before the report can be generated.
- Complete the fields and click Save.
- [Optional] Choose to save the report as an Excel file. The default is portable document format (PDF).
- [Optional] Edit the name of the report. There is no need to include a file name extension.
- Click Save to save the report.
- Click Open to display the file in the Files Library or Finish to continue.
Notes
- You can also run a report from the appropriate Reporting Definition detail page. Click Run Report to display the reporting options page.
- You can also save a report to anywhere on you local network by following the steps to view or print the report and then clicking the Save icon.
- You are asked for additional run-time criteria when the selected reporting definition is associated with one or more reporting prompts. A reporting prompt Information that the user provides at run time. can be defined as mandatory or optional. See What is a Reporting Prompt? for more information.
- If you save a report as PDF, you can choose to include a snapshot of the current Chatter feed. This option is not available for Excel.
- FinancialForce Reporting responds appropriately to all appropriate Salesforce object and field-level security settings of the person who runs the report. If your Salesforce security settings restrict your access to a specific object or field, the corresponding data is not included in the report. This does not prevent the report from running, but the restricted cells on the report will be empty.
In this situation, a message is included on the report to inform you that some information is hidden. You can hide this message by using a custom setting. Contact your administrator for assistance.