Reporting Action Views

The Reporting Action Views function enables you to inquire on Accounting data and any other data held on the Salesforce platform.

The function relies on dataviews which define what object data can be interrogated. A dataview might focus on one object (such as TransactionLineItem) or might join several objects together for more complex inquiries. Inquiry templates specify the dataview that you are inquiring on. You can add related content panes to action views. A related content pane shows various types of information for a transaction in the action view results. The information shown could include address and contact information, associated matched payments, or tasks and chatter posts associated with the transaction. For details see the Reporting documentation.