Run Reports from List View Searches
Platform: Sales and Service | 0 Comments 02.25.2009 Jason Balliet
Community Rank: 4.0 | Total Votes: 1
In today’s reporting interface, a user must go to a different set of screens to pick a report and then filter based on the criteria that the report supports. Since the list view has a very powerful search capability, and the search criteria usually extends across BIOs, there should be no need to go to another interface for search criteria.
Users should be afforded an action, from the list view to select reports relevant to the BIOs and ‘Export’ the existing list view data in the report format of their choice, using the data from the current query as the data for the report. This additional action would allow users to stay within the working list views to generate reports rather than moving to yet another interface and a different method of searching.







