Reports and Dashboards

Reports

Clicking the Reports tab displays the reports home page. The Reports tab is part of the underlying Salesforce platform. If you are an existing Salesforce user, you may have some custom reports already. See the "Reports" section of the Salesforce Help for more information.

Enter keywords to search for a custom report and click Find Report. This search looks for matches in the Report Name and Description fields.

In the Report Folders section, select 'SCM Reports', 'SCM Rebate Reports' or 'SCM Quotation Reports' depending on the reports that you want to look at. If these folders do not exist in your org, ask your administrator to install the SCM reports package in your orgClosed Salesforce organization. See also organization..

  • Click New Report to create a new custom report.
  • Click the report name and then Run Report to run the report.
  • Click Edit on the drop-down list next to a report to customize the report's properties.
  • Click Delete on the drop-down list next to a report remove the report from the report folder. All deleted reports are moved to the recycle bin.
  • Click Export to export a report directly to an Excel spreadsheet or CSV (comma separated values) file.

You can customize the reports. For information about customizing a default report, see Editing a Report or Dashboard.

History Tracking and Reporting

The History related list of a detail page tracks changes to the object. Any time a user modifies any of the fields whose history is set to be tracked, a new entry is added to the appropriate History related list. All entries include the date, time, nature of the change, and who made the change. Click the help icon in the History related list section for information about setting up which fields are tracked.

If this list is very long, or you want to generate a printable change history report, click the Reports tab and select the appropriate report from the reports folder.

See the Salesforce Help for more information.

Dashboards

Clicking the Dashboards tab displays the dashboards home page. The Dashboards tab is part of the underlying Salesforce platform. If you are an existing Salesforce user, you may have some custom dashboards already. See the "Dashboards" section of the Salesforce Help for more information.

You can customize the dashboards. See Editing a Report or Dashboard.