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Summary
This document describes the basic use of reports, how to filter them and the advanced sorting techniques that are available.
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When the list is summarized, the value of the COUNT field/Column will show the sum of the line items. The example Audit Log report illustrates that there are 3 records that match the criteria listed in the columns shown.
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Logic Options
OR = Bob;Jim;Larry - means the search will only contain: Bob OR Jim OR Larry
NOT = !Bob;Jim;Larry - means search will not contain: Bob but will contain: Jim OR Larry. To omit Bob, Jim, AND Larry, the filter list would be: !Bob;!Jim;!Larry
EXACT Match - Using !! (double exclamation points) - means to look for an exact match, example of a search !!Bob. That will return ONLY account names or data that match exactly that with no surrounding text or symbols (i.e. accounts with a Contact Name containing 'Bobby' would not be returned).
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Exclude
A check box named ‘Exclude’ now exists on date range and numeric value range filters. Exclude will allow you to filter out things like zero values or a range of values from being returned. ie if you want all non zero transactions, you can use the exclude check box with numeric filters entered as Min: 0 and Max: 0. Prior to this you could only filter out less than or greater than values. Exclude also works on date filters allowing you to exclude a specific date or a date range from the filtered list.
Advanced Sorting Functionality
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Clicking "Omit user data view" will load the custom view you created, to switch back to the standard view you can use the "Reset View" link as described below.
Sharing A Saved List View Across A Role
You can share a saved list view and even mark it as the default across an entire role by going to setup tab, clicking on the Roles link, edit the role needed, then at the bottom is a list of saved list views from users who have that role. You can then update those to be shared or shared and default across the whole role.
To add the same to different roles, you need to login with the other role, create the saved list view, then share it within the role edit page.
Overriding the Default View
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