Display report usage information in the View of a report list
-
Click the Main Menu icon
-
On the list of reports, click the View drop-down menu.
-
(Optional) Select the Report Usage view to display the most common report usage information.
Or -
Click New View to create a custom view.
-
Click Add Column.
-
Start typing any of the following fields, and select them when they appear in the list under the Report object to add them to a new column:
-
Last 10 users: Displays the names of the last 10 users who viewed the report.
-
Views: Displays the number of views within any of the following time frames:
- This Month, Quarter, Year
- Last Month, Quarter, Year
- All Views: Displays an overall count for all views on the report
-
Last Viewed By: Displays information about the user who viewed the report last
-
Last Viewed Date: Displays the date when the report was viewed last
-
-
Click Save View.
The usage information about the report is displayed in the columns you added to the view.
You can also build a report for the report object and use this view in the report.
For more information about building a report, see the article Create a custom report.
You must have Edit access to Reports in your access level to build a report.
For more information about access to reports, see the article Grant access to reports, dashboards, and calendars.
Filter a report list by usage information
-
Click the Main Menu icon
-
On the list of reports, click the Filter drop-down menu.
-
Click New Filter, then click Add a Filter Rule.
-
Start typing any of the following fields, and select them when they appear in the list under the Report object to add them as a new filter rule:
-
Views: Displays the number of views within any of the following time frames:
- This Month, Quarter, Year
- Last Month, Quarter, Year
- All Views
-
Last Viewed By: Displays information about the user who viewed the report last
-
Last Viewed Date: Displays the date when the report was viewed last
-
-
Select a modifier for your field, then specify a value, when prompted.
-
Click Save Filter.
This displays a list of reports that meet the usage information you have defined.
You can also build a report for the report object and use this filter in the report.
For more information about building a report, see the article Create a custom report. You must have Edit access to Reports in your access level to build a report.
For more information about access to reports, see the article Grant access to reports, dashboards, and calendars.