Use the General tab to select report options for the Boilerplate List report and to save sets of options for reuse.
Contents
| Field | Description |
|---|
| Report Name
|
You can change the default report name.
|
| Grid Type
|
Specify the type of data for which you want to show additional columns.
The sorting and grouping criteria available for the report vary, based on your setting for this option. For example,
contact-related criteria are available if you select
Contacts, while
opportunity-related criteria are available if you select
Opportunities.
The columns that are available on the Columns tab are also based on this option's setting.
|
| Only List <Grid Type> That Match Selections
|
Select this option to filter the report based on the options that you selected in the
Grid Type field and the
Selection field of the Reports grid, from the Reporting application. The report will be filtered based on the
Grid Type field and the open or selected record.
|
