Clicking on 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 on using this feature.
- 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 "Certinia Reports" to view the standard Certinia reports. If this category does not exist, ask your administrator
One or more individuals in your organization who can configure and customize the application. Users assigned the System Administrator profile have administrator privileges. to install the Accounting Reporting Expansion Pack to your organization A deployment of the Salesforce/Certinia applications with a defined set of licensed users. Your organization (org) includes all of your data and applications, and is separate from all other orgs.. See Administrator Setup (First Install) for more details. - The All Reports subtab lists all of the report folders you can access.
- The Recent Reports subtab displays a list of the custom reports that match the criteria in the drop-down list. Click any report name in the list to run the report. Toggle the Show 25 items and Show 10 items links to change the number of items that display. The fields you see are predefined and cannot be changed.
- Click Create New Custom Report to create a new custom report.
- Click the report name to run the report.
- Click Edit next to a report to customize the report's properties.
- Click Del to remove the report from the report folder. All deleted reports are moved to the recycle bin A page that lets you view and restore deleted information. Access the Recycle Bin via the link in the sidebar..
- Click Export to export a report directly to an Excel spreadsheet or CSV (comma separated values) file.
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 Certinia Reports folder.
See the Salesforce Help for more information.