Creating Homepage Custom Reports
You can specify the custom reports that can be added to a Homepage for a record type. This allows you to provide the most relevant information to different users, including the ability to display custom analytics on Homepages. For example, the Homepage for a customer service representative can be configured to show a custom service-request report instead of the standard sales-pipeline quality report.
These custom reports are then displayed in the Available Sections list in the Homepage Layout Wizard. For more information about customizing Homepages, see Creating Record Homepage Layouts.
You can specify custom report and create custom Homepage layouts for the following record types:
- My Homepages
- Accounts
- Contacts
- Lead
- Opportunities
- Service Requests
Before you begin. To perform this procedure, the custom reports that you want to enable in a Homepage must have been saved. Your role must include the Customize Application privilege and the Homepage Administration privilege.
To specify a custom homepage report
- In the upper-right corner of any page, click the Admin global link.
- Click the Application Customization link.
- In the record type Application Customization page, click the record type Homepage Custom Reports link.
- In the Homepage Custom Reports list, click New Homepage Report.
- In the Name field, enter the name of the custom report.
- In the Height and Width fields, select Single or Double.
If you want the report to span the entire Homepage from left to right, set the width to Double. If you set the height to Double, the report becomes twice the height of the other sections on the Homepage.
NOTE: Sometimes if the report has a HTML RowSpan attribute value of more than 2, the report spans beyond the specified size.
- If required, select the Execute Report Immediately check box.
If you select this check box, the report will run automatically, and users will not have to click a link to update the report.
- In the Report Path field, enter the path of the report.
You can paste the report path from the Open Analysis window. To copy the report path:
- Click the Open Analysis button in the Getting Started with Answers page.
- Select a report.
- Copy the value in the Item field.
For example:
Shared Folder: Pre-built Analysis/Sales Stage History Analytics: Last Month Sales Report
- Click Save.
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