Creating a New Reporting Data Range
To create and add a new reporting data range
Defines the 'pot' of data to be reported on. to a report:
- Click the Reporting Definitions tab.
- Open the relevant reporting definition
The top-level object from which reports are run. detail page by clicking its name in the list of reporting definitions. - In the Reporting Data Ranges related list, click New Reporting Data Range.
- Provide the following information:
- Reporting Data Range Name: give the new data range a name.
- Reporting Definition: skip this field as it is predefined.
- Reporting Object: select the object you want to report on.
- Type: select the type of data range that you want to create (Summary or Detail). Summary is the default selection. See What is a Reporting Data Range? for more information about these types.
- Template Key: select a template key
The reference that the reporting template uses to retrieve the data for the report. . The template key
The reference that the reporting template uses to retrieve the data for the report. defines where in the reporting template
The Visualforce page on which the report is based. the data will appear.
- Click Save or, if you want to save the current record and immediately create another, click Save & New.
To edit an existing reporting data range, click Edit next to the name of the data range on the Reporting Data Ranges related list.