Report best practices
Use a standard report as a starting point
This can save you a lot of time
Know the difference between Save and Save As
If you make modifications to a report, click Save As and save as a cusom report. Save will override an existing report.
Use Report Folders to Manage access to reports
Access is determined by folder.
Develop folder naming conventions
Examples of naming conventions:
- Global Sales Reports
- US Marketing Reports
Develop report naming conventions
Examples of naming conventions:
- SE Pipeline
- EMEA Lead Generation
Use relative date ranges and special date values
Insead of using custom date ranges, use relative date ranges:
- Today
- Yesterday
- Current FY
- Last 30 days
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