Managing reports

The InCountry Data Residency for Salesforce package allows you to create reports with regulated data and describe in more detail how data selection works for building a report.

Access reports

  1. Click the App Launcher icon.

  2. Select the InCountry application.

  3. On the menu, select Reports.

note

By default, users see the Recently Viewed list view with the Name field, but Name in the report is API name. To display Label of the report, the user should create a new list view and add the Label column to display.

Access reports

Create reports

  1. On the Reports tab, click the down arrow icon.

  2. Select New Report. You will be redirected to the report creation page, where you should fill in the required fields:

    • Label - enter the title of the report.

    • Name - enter the API name of the report;

    • Primary object - select the regulated Salesforce object (an object with at least one configured data regulation policy) which you want to build a report.

  3. Click Save.

Create reports

Sharing reports

You can share your reports with other Salesforce users through standard Salesforce tools.

  1. On the Reports tab, open the report you want to share.

  2. At the top right part of the page, click Share.

    Sharing reports

  3. From the Search dropdown, select the sharing group and the user you want to share the report with.

    Select the sharing groupSelect Report Access Level

  4. Select Report Access Level.

  5. Click Save. The sharing settings are applied to the list.

note

You can continue to add entries as needed. You can share with users, groups, roles, territories, or a combination. If a user is identified in more than one entity, the greatest permission is granted. For example, a group is added with Read only, but a user in the group is also added with the Read/Write permission. In this case, the Read/Write permissions apply to that user.

Editing reports

You can edit reports the way similar to standard Salesforce reports.

  1. On the Reports tab, open the report you want to modify.

  2. At the top right part of the page, click Edit.

    Editing reports

  3. You will see a report builder.

    Report Builder

Report builder is a visual editor for reports. The report builder screen lets you work with report fields and filters, and shows you a preview of your report with just some of the data.

Managing columns in the report

You can manage columns in reports, as follows:

  • add new columns

  • reorder columns

  • remove the no longer needed columns

Adding columns

You can add new columns to the report layout in two ways.

Adding columns from the Outline tab

On the Outline tab, enter the field name in the Columns field and select it in the drop-down list.

Adding columns from the Outline tab

Adding columns from the All fields pane

  1. On the All fields pane, double-click the field name you want to add to the report.

    Adding columns from the All fields pane

  2. Alternatively, you can drag the field from the All fields pane to the Outline tab.

warning

To view data from the newly added columns, you need to save the report.

Removing columns

  1. Click the down arrow icon on the column you want to remove.

  2. Click Remove Column.

Removing columns

Rearranging columns on the report layout

  1. On the Outline tab, hover over the column header.

  2. Drag the column to the desired position on the report layout. While dragging the column, use the indicator to identify the current position where the column will be placed.

Rearranging columns on the report layout

Managing data grouping

You can group data in your reports when you need to aggregate values against a specific criterion.

To group report rows by a particular field:

  1. On the report layout, locate the column which you want to group data by.

  2. Click the down arrow icon, to open the context menu.

  3. In the context menu, select Group Rows by This Field.

Group Rows by This Field

Managing filters

You can limit data outputted in the report by adding filters.

To add or modify a filter:

  1. Select the Filters tab.

  2. In the Filters box, start entering a field name and select the field from the prompted list of matches.

  3. Click the added field.

  4. Select the operator and specify the value for filtration.

  5. Click Apply.

  6. Save the report.

Managing filters

note

You can add filters by regulated and non-regulated fields.

Sorting data

You can sort data in reports by a specific column in two ways, as follows:

  1. By clicking the column header.

    note

    If you click a column twice, the sorting order will be changed.

    clicking the column header

  2. By opening the context menu in a particular column and selecting Sort Ascending/Descending.

    sorting Ascending/Descending

When sorting data please consider that the report is generated on the basis of data fetched from two sources:

  1. The InCountry platform stores regulated data of records.

  2. Salesforce stores non-regulated data of records.

This causes limitations to the applied data sorting.

To sort data, you can use any of the following combinations:

  • Filter by a regulated field and sort by a regulated field.

  • Filter by a regulated field and use the browser-side sorting by a non-regulated field.

  • Group by a regulated field and sort by a regulated field.

  • Filter by a non-regulated field and sort by a non-regulated field.

  • Filter by a non-regulated field and use the browser-side sorting by a regulated field.

  • Group by a non-regulated field and sort by a non-regulated field.

← Converting leadsFAQ →