Report Builder

To go to the Report Builder mode:

  1. Navigate to the report in the console. 
  2. Select the Configure icon in the top right corner.
  3. Select the Configure icon in the top right corner of report. The menu appears.
  4. Select Modify Report. The report displays in Report Builder mode.

For a general overview to the areas of the report builder, see the screenshot.

  1. The Relationship viewer pane displays the current object being reported on, as well as all related objects used in this report
  2. The Field & Related Objects pane show all the fields and lookups that can be added to this report 
  3. The report builder menu bar contains actions such as Reload, Properties, Save and Save as (see Report Builder Menu)
  4. The Action menu bar (see Action Menus)