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
Click the App Launcher icon.
Select the InCountry application.
On the menu, select Reports.
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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.
Create reports
On the Reports tab, click the down arrow icon.
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.
Click Save.
Sharing reports
You can share your reports with other Salesforce users through standard Salesforce tools.
On the Reports tab, open the report you want to share.
At the top right part of the page, click Share.
From the Search dropdown, select the sharing group and the user you want to share the report with.
Select Report Access Level.
Click Save. The sharing settings are applied to the list.
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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.
On the Reports tab, open the report you want to modify.
At the top right part of the page, click Edit.
You will see a 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 All fields pane
On the All fields pane, double-click the field name you want to add to the report.
Alternatively, you can drag the field from the All fields pane to the Outline tab.
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To view data from the newly added columns, you need to save the report.
Removing columns
Click the down arrow icon on the column you want to remove.
Click Remove Column.
Rearranging columns on the report layout
On the Outline tab, hover over the column header.
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.
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:
On the report layout, locate the column which you want to group data by.
Click the down arrow icon, to open the context menu.
In the context menu, select Group Rows by This Field.
Managing filters
You can limit data outputted in the report by adding filters.
To add or modify a filter:
Select the Filters tab.
In the Filters box, start entering a field name and select the field from the prompted list of matches.
Click the added field.
Select the operator and specify the value for filtration.
Click Apply.
Save the report.
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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:
By clicking the column header.
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If you click a column twice, the sorting order will be changed.
By opening the context menu in a particular column and selecting Sort Ascending/Descending.
When sorting data please consider that the report is generated on the basis of data fetched from two sources:
The InCountry platform stores regulated data of records.
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.