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Creating a report from a search
Who is this article for?
Enterprise or Decani users who want to learn about searching objects and creating a report from the findings
Reporting authorities, roles, and record access controls restrict data visibility.
Overview
Search results are presented in various report formats, each tailored to unique needs such as a list, table, calendar, trend report, and a variety of charts and visualizations.
Search results can be displayed in a variety of report formats, including lists, tables, calendars, trend reports, charts, and other visualizations.
Report licensing and custom reports
Trend reports and some calendar and chart reports require separate licensing and/or configuration.
When a search is saved, the search criteria and report settings are stored as part of the report. This includes the report type, selected fields, column widths, and Grouped By settings.
To create a report:
- Perform a search.
- Select how the results should be displayed by choosing a report type.
- Save the search as a report.
- Manage the report in the Report Management screen.
Perform a search
Use search filters to narrow the results before creating a report. For more information, see Performing a search.
You can refine a search by:
- Clicking Add Filters and selecting fields to filter on.
- Using Sort by Type in the Add Filter window to locate fields.
- Entering keywords to find specific fields.
Field visibility
If a field is not available in search or reporting lists, contact your Customer Success Manager (CSM) to review the field configuration and determine the appropriate reporting solution.
Select a report type
Choose how the search results will be displayed by selecting a report type from the toolbar.
To learn more about available report formats, Selecting a search report type for more information.
Save a report
Once the search results are displayed as required:
- Click Save on the toolbar.
- Enter a report name.
- Click Save.
To create a new report based on an existing report, use Save As.
After saving, the report appears in the My Reports folder on the Report Management screen.
Manage a single report
Select the Reports icon in the left-hand navigation menu to access the Report Management screen.
Manage a single report
Hover over a report to access the available actions.
- Pin: Add the report to My Top Reports for quick access.
- Link: Copy a hyperlink to the report for sharing in email or chat.
- Edit: Rename the report.
- Home: Display the report on the Home page.
- Shared: Indicates the report has been shared with other users.
- Lock: Indicates only the report owner can modify the report.
Manage multiple reports
To manage multiple reports:
- Select the Reports icon.
- Select the checkboxes beside the reports.
- Use the toolbar actions as required.
Available actions include:
- Group: Add the selected reports to a new or existing folder.
- Share*: Share reports with users or teams. Shared reports are sent by email notification and appear in the Shared Reports folder for users with access.
- Delete: Remove reports from the Report Management screen.
Reports can only be updated, shared, or unshared by the report owner.
If the report owner deletes a report, it is permanently removed for all users.
If a user deletes a shared report from their own folder, the report remains available to the owner and other users who have access.