To go to the Report Builder mode:
- Navigate to the report in the console.
- Select the Configure icon in the top right corner.
- Select the Configure icon in the top right corner of report. The menu appears.
- Select Modify Report. The report displays in Report Builder mode.
For a general overview to the areas of the report builder, see the screenshot.
- The Relationship viewer pane displays the current object being reported on, as well as all related objects used in this report
- The Field & Related Objects pane show all the fields and lookups that can be added to this report
- The report builder menu bar contains actions such as Reload, Properties, Save and Save as (see Report Builder Menu)
- The Action menu bar (see Action Menus)