Who is this article for?

Users who want to create trending reports in the Classic UI

Reporting authorities, roles, and record access controls restrict data visibility.

Search reports are accessible via the Report Management screen. Users can initiate this process by selecting the Reports icon located in the left-hand navigation bar. This report library lists system, shared, and personal saved search reports ensuring that data is organized, accessible, and effectively utilized.

Creating a new report

New reports are created according to a variety of search filters. These filters allow users to tailor the data they wish to view, ensuring that the information is relevant and specific to their needs. For further insights and detailed guidance on how to create reports by conducting searches on data, please refer to Creating Reports by Searching Data, where you will find comprehensive information that can assist you in navigating the reporting process more effectively.
 

Manage a single report

Find a report by locating the folder it is in and expanding that folder. Reports can also be located when search filters are used on a folder where the report is located.

• Hover over the Report to see available actions.

• Click the Edit icon renames the report.
• Click the Pin icon to pin the report to My Top Reports for single-click access to the pinned reports.
• Click the Home icon to pin the report to the Home page in place of assignments.
• To share a report easily via email or chat, click the Link icon to copy a hyperlink to the report and paste it into a chat or email.
• Reports with a Lock icon can only be changed by the original user.
• The Shared icon denotes a report that has been shared with multiple users.

Manage multiple reports

Select multiple reports using the checkboxes next to the report names.

• The toolbar buttons will activate when one or more reports are selected.
• Click the Group button in the toolbar to add the selected reports to a new or existing folder.
• Click the Share* button in the toolbar to share a report with other users or teams. Sharing reports in this manner will notify the users by email and make the reports accessible to users who have been given access to the Report Management Screen’s “Shared Reports” folder. 
  * Reports can only be updated, shared or unshared by the report owner.
• Click the Delete button in the toolbar to remove reports from the Report Management Screen. If the report owner removes the report, it will permanently remove the report for all users. If a non-owner removes a report, it will not affect the report owner's access to the report.