This topic contains 3 replies, has 0 voices, and was last updated by evan_goldberg 15 years, 4 months ago.

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  • #8164

    dmurguia

    Hello,

    As an administrator I have customized the standard ‘Forecast by Sales Rep Detail’ report by adding a new custom field and changed the audience. The customized report can be accessed from Reports -> Saved Reports -> All Saved Reports and you can add a shortcut to the home dashboard. But isn’t there a way to replace the standard one in Reports -> Forecast -> Forecast by Sales Rep Detail to the customized one. so users can access from the menu and not have to go to the Saved Reports or through the home dashboard? It’s confusion users might use the standard report instead of the customized one.
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  • #8165

    Olivier Gagnon NC

    RE: Accessing a customized report

    No, that is not possible

  • #8166

    Krish0nan

    RE: Accessing a customized report

    If you have a custom report tab I think maybe this is possible.

  • #8167

    evan_goldberg

    RE: Accessing a customized report

    Yes, that’s one of the purposes of the custom report tab. The downside is that as new reports are added to the standard tab you must add them to your custom tab.

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