Select Column panel fields and buttons

Button

Description

Add to Report Contents

Displays the column in the report output.

Add to Search Criteria

Adds the column to Search Criteria.
The user can filter the report on a column in Search Criteria. For example, if you use Assigned To as a search criteria for an opportunity report, a user can run the report and choose to display opportunities for a single sale rep or a selection of sales reps.

You cannot delete fields from Search Criteria if the report has saved searches.

For more information, see Saving report search criteria in the User Help.

Advanced Find

Uses Advanced Find and complex queries to create the report.

For more information, see Using Advanced Find in the User Help.

Add to Sort On

Adds the column to Sort On.
The report is sorted by the column in Sort On. If there are multiple columns, the report is sorted first by the column at the top of the list and then by the next column.

Group By columns determine the primary sort order. Sort On columns determine the sort order within the group.

Add to Group By

Adds the column to Group By.

Report results are grouped by the column in Group By. You do not need to include this column in Report Contents because Group By creates its own column as the first left hand column of the list report.

Add Key Attribute Data

Opens a window where you can specify key attribute values that are included in the report. For example, key attribute data that tracks subscribers to a partner newsletter. For more information, see Key attribute profiling.

Cross Tab Category

The columns that are displayed horizontally (from left to right) in a table in a cross tabular report. Report Contents defines the information displayed vertically in the table.

This field is displayed when Report Type is set to Cross Tab. For more information, see Report Details panel fields.

In Range Field

The type of start date that determines the date range for a historical report. Your sales process and workflow determines which date to report on.

This field is displayed when Report Type is set to Historical. For more information, see Report Details panel fields.

Out of Range Field

The type of end date that determines the date range for a historical report.

This field is displayed when Report Type is set to Historical. For more information, see Report Details panel fields.

Date Partition

The sections in which historical report results are displayed. For example, results for a specific month can be divided by week.

This field is displayed when Report Type is set to Historical. For more information, see Report Details panel fields.