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How to: Generate Engage Reports

Comments

5 comments

  • Khrisna Murphy

    12/05/2022 - Updated screenshots and info on Custom Report. Your saved/customized reports can now be accessed from a link that has been added to the reports page in Engage.

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  • Khrisna Murphy

    Updated to link the sections correctly. No change on the text or content.

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  • Khrisna Murphy

    11/07/2022 - Updated sections and added new helpful hints to this guide.

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  • Khrisna Murphy

    12/14/2022 - The link to the Custom report page has been added back to this guide.

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  • Mark Krosse

    Opened ticket on the UI - unable to save into a custom folder; custom folders are not visible in CIC UI; but there is this secret URL https://score.force.com/s/report/Report/Recent/Report/?queryScope=mru

    Also, SHARE button does not work

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