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Reviewing Report Data

Report data is shown in lists, tables, charts, or graphs. For many reports, you can select different categories to re-organize the same data from a different perspective. For example, you can see your accounts first grouped by region, and then change the selection to see the same data grouped by industry.

For charts and graphs, you can also drill down on each segment to see the records comprising that segment.

To allow users to compare relative and absolute numbers, many chart reports also show a table of supporting data metrics.

To change the perspective of the report

  • From the drop-down list, select another category to re-organize the same data from a different perspective.

To view the records comprising a segment of the chart or graph

  • On the chart, click a segment of the pie chart or bar graph.

    A list appears of the underlying opportunities, accounts, or service requests contributing to that segment.


Published 05/11/2007