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Topics#Reports & DashboardsQuestion de Rosario Caltabiano
Rosario Caltabiano a posé une question dans #Reports & Dashboards
29 oct. 2015, 13:14

Can I change default from "My accounts" or "My Contacts" to "All Accounts" in the "show" pick list of account / contact reports when creating a new report?

Most accounts and contacts are owned by me, but I would like to empowe others to run their own reports. When a new report is created, it defaults to "My accounts" or "My contacts". This is confusing to users, because they have to know to turn the "show" to "All accounts". Can the "show" default be changed to "All accounts" in all cases? I have professional edition. 
3 réponses
  1. Jackie Doan (Xede Consulting Group, Inc.)
    29 oct. 2015, 13:29
    Ah, I see. Typically, I tell users to start from a report that shows most of the information that they want, then save it as a new report, rather than starting from scratch. 

     

    Outside of creating a custom report type, I don't know that there is a way to do this out of the box.
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