2. REPORT NAME :
(What do you want to call your report)
PURPOSE OF THE REPORT :
(Please state the purpose of the report]
REPORT FOLDER :
(Where do you want to save the report – if you are unsure, just say public folder or private folder (accessible
only to you))
FIELDS TO BE INCLUDED IN THE REPORT :
(Please list the fields in the order you would like the columns to appear in the final report)
Field Name Source Object (if known) Data Type Notes
PARENT CHILD RELATIONSHIPS :
If your report contains data from more than one object, what do you want to see in the results?
Each parent record must have at least one related child record.
Parent records may or may not have related child records.
(Please expand further if necessary)
3. FIELDS TO FILTER BY :
(You must include at least one date field, but it could be Date Created if you just want to see all records)
Field Name Source Object (if known) Data Type Notes
DEFAULT DATE RANGE :
(What range of dates do you want to see in your report)
FIELDS TO GROUP BY :
Do you want to use any grouping levels? If so, please list the fields you wish to group by in the order you
wish the groups to be applied. Please note that with any date field, it is possible to group by month.
Field Name Data Type Calculate totals? Notes
Sum/Average/Max/Min
DASHBOARDS AND CHARTING :
(Do you want to save your report as a chart? Or on a dashboard?)
Chart Type :
Dashboard Name :
Update frequency :
End date for updates :
4. SCHEDULE EXPORTS :
(Do you want to automatically email your report to anyone?)
Recipient emails :
How often do you want to schedule these exports? (NB – same as update frequency for dashboards) :
SKETCH :
(If you can provide a sketch of the final report that may be helpful, or attach an example of an existing
report. Please note that it will almost certainly not be possible to product something that looks identical
visually, though in most cases it should be possible to produce something that returns the equivalent results
in terms of data.)
![REPORT NAME :
(What do you want to call your report)
PURPOSE OF THE REPORT :
(Please state the purpose of the report]
REPORT FOLDER :
(Where do you want to save the report – if you are unsure, just say public folder or private folder (accessible
only to you))
FIELDS TO BE INCLUDED IN THE REPORT :
(Please list the fields in the order you would like the columns to appear in the final report)
Field Name Source Object (if known) Data Type Notes
PARENT CHILD RELATIONSHIPS :
If your report contains data from more than one object, what do you want to see in the results?
Each parent record must have at least one related child record.
Parent records may or may not have related child records.
(Please expand further if necessary)](data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7)