Using Report Viewer

To view app records:

Select a report from the Report dropdown to apply the custom features of the saved report. The Default Report option is always an available option and has no custom features.

1. Configure the display of the report.
2. Filter the displayed information with the Search Report field.
3. In the Reports Viewer tab, select Save Report > Save As.
4. Enter a name for the report.
5. Select whether the report applies to the latest published version.
   Note: With this option enabled, the saved report is applicable in newer versions of the same environment. Errors may occur if fields used in the filter no longer exist in the newer version of the environment.
6. Select whether the report applies across all applicable environments.
   Note: With this option enabled, the saved report is applicable in newer versions of other environments. Errors may occur if fields used in the filter no longer exist in the newer version of the environment.
7. Select Save.

1. In the Reports Viewer tab, select the Reports dropdown.
2. Next to the report you wish to edit, select More > Edit.
3. Edit the report attributes as needed.
4. Select Update.

1. In the Reports Viewer tab, select the Reports dropdown.
2. Next to the report you wish to edit, select More > Duplicate.
3. Enter a name for the new report.
4. Select Duplicate.

1. In the Reports Viewer tab, select the Reports dropdown.
2. Next to the report you wish to edit, select More > Delete.
3. Select Delete to confirm.

1. Toggle the Records or Charts buttons to choose which one to display.
   Restriction: You can only hide one of either Records or Charts at a time.
2. Reorganize how you want to display charts by dragging and dropping them.
3. Reorganize how you want to display order columns by dragging and dropping them.
4. Optional: Save your customization. Choose from:
   • To save changes to an existing report, select Save Report > Save
   • To save a new custom report, select Save Report > Save as.

You can search and filter fields in app reports using operators. To search app reports:

1. Select in the Search Reports search bar.

   

2. Select the app field to filter results for. You can search available options by typing the keyword or property you wish to use. Default options always include:
   • Created By
   • Created On
   • Last Modified
   • Last Synced
   • Modified By
3. For fields with time-based content, select the time frame by which to filter the results. You can search available options by typing keyword or property you wish to use. Options are:
   • By Days
   • By Weeks
   • By Months
   • By Years
   • Custom
   Note: These options are only available if you selected Created On, Last Modified, or Last Synced.
4. Select the parameter by which to filter the results. You can search available options by typing keyword or property you wish to use. Options are:
   • Equal: Shows only results that have the exact provided string or date range
   • Not equal: Shows results that do not have the exact provided string or date range
   • Between: Shows results that fall between the provided date range
   • Not between: Shows results that do not fall between the provided date range
   • Begin with: Shows results that begin the app field with the provided string
   • Doesn't begin with: Shows results that do not begin the app field with the provided string
   • Contains: Shows app field results contain provided string
   • Doesn't contain: Shows app field results that do not contain the provided string
   • Ends with: Shows results that end the app field with the provided string
   • Doesn't end with: Shows results that end the app field with the provided string
   • Is empty: Shows only results with no content
   • Is not empty: Shows only results with content
5. Optional: Save your customization. Choose from:
   • To save changes to an existing report, select Save Report > Save
   • To save a new custom report, select Save Report > Save as.

1. In the Reports Viewer tab, select the record you want to view the history of and then select View Event Logs.