Reports
- In which formats can I export my report(s)?
- What capabilities do I have based on my report access level?
- Are there any restrictions on who I can share my reports with?
- Does the report content vary or change over time?
- How do I know if my report needs a cache refresh?
- How can I specify default columns on reports?
- What's the difference between dynamic query and list based reports?
- Why can't I see any saved views or metrics column in the table for my reports?
- How long is my report saved?
- Can I undo deleting a report/chart?
- When is my report's data generated- when the report is created or when the report is viewed?
- Can I download my reports in a PDF format?
- What is the difference between the Funding Report and the Funding Details Report?
- How do I report on Opportunities in my sales plans or solutions?
- How can I report on Budget Items?
- Can I create reports across multiple Sales Plans, Solutions, or Marketing Programs?
- Can I see archived resources on my reports?