Creating a New Reporting Definition

To create a new reporting definitionClosed The top-level object from which reports are run.:

  1. Click the Reporting Definitions tab.
  2. Click New.
  3. Provide the following information:
    • Reporting Definition Name: give the new reporting definition a name.
    • Title: give the new reporting definition a title.
    • Description: provide a description for the new reporting definition.
    • Reporting Template: specify the reporting templateClosed The Visualforce page on which the report is based. you want to use. This choice defines whether you want to create a Summary report or a Detail report.
    • View Style Sheet: specify the CSS style sheet you want to use to view the report. See Reporting Definition Fields for details of the available options.
    • Print Style Sheet: specify the CSS style sheet you want to use to print the report.
    • Display Prompts: select this checkbox if you want to display prompted information on the report.
    • Logo Image: enter the file name of an appropriate logo image file. You must include its extension, for example, mylogoimage.png. See Setting up Report Printing for more information.
    • Print Chatter Feed: clear this checkbox to prevent the printing of related Chatter posts.
  4. Click Save or, if you want to save the current record and immediately create another, click Save & New.
Note:

When you view the Reporting Data Ranges related list for an existing reporting definition, it shows the number of columns and rows it contains. If the Columns and Rows fields are not visible on your page layout, contact your administrator.