Report Overview

The Report area is used to review and manage CRM reporting outputs. It provides a list of report definitions, report types, execution counts, and entry points for creating new reports.

What You Manage Here #

• Existing report definitions
• Report type classification
• Report status monitoring
• Execution count review
• Custom or composite report creation flows

Report List Interface #

Visible controls in the screenshot:

• Left filter sidebar
• Create Report dropdown
• Manage Labels
• Settings and refresh icons
• Report table with pagination

Filters #

• Report ID
• Title
• Report Type
• Status
• Label
• Created Date
• Modified Date
• Archive Status

Report Table Columns #

Column	Meaning
Report ID	Unique report identifier
Title	Report name
Label	Internal label management area
Type	Report type, such as Custom Report or Composite Report
Status	Operational state, such as Standard or Scheduled
Executions	Number of recorded executions

Step-by-Step: Review Reports #

1. Open Report.
2. Apply filters on the left if needed.
3. Review title, type, status, and execution count together.
4. Confirm whether the report is standard, scheduled, custom, or composite before using it operationally.

Operating Notes #

• Execution count helps identify actively used reports.
• Use type and status together when deciding whether a report is ready for operational use.
• Filter before reviewing large report inventories to avoid working on the wrong definition.