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Reports

Run a starter, or build your own report from your organization's records.

Starters

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My Reports

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Shared with Your Org

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Scheduled in Your Org

Report

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Email this report Scheduled reports email to your org's primary users.

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Visibility

Only a primary user on Premium or Ultimate can share with the whole org.

Report on

Each row of the report is one of these.

Metrics (pick up to 4)

That's 4 — uncheck one to swap.

Group by

Then by (columns)

Matrix only — rows are the Group by above, columns are this second grouping. Cells show the first metric.

Filters

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Anyone it's shared with loses it, scheduled emails stop, and dashboard widgets using it will show as removed. This can't be undone.