Edit Report Page: Advanced Settings Tab

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The Advanced Settings tab on the Edit Report page contains the following

In this article, you will build a report that lists all your contacts displaying their first name, last name, and title.

1. Click the Communications, View Reports window.

The Reports window is displayed.

Note: If you have many custom fields, access the reports tab within the application you are creating the report from. If you are creating a report from a particular UTA, access the reports tab from that UTA.

2. Click the New Report tab.

The Edit Report window is displayed.

• Criteria Text - Text used to prompt the user when they are required to enter some criteria values.
• View - Determines if the report should show the information in a list – List View, or one record at a time – Single Record View.
• Internet Enabled - Displays a URL that allows the report to be accessed over the internet without the need for a user to log into the system. This setting is useful for creating public reports.