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Example: You might want to create a report with data on all your salespeople based in a particular location. To do this, you could create a User report filtered in the following way:

  • Select You might filter by one or more existing sales-related communities, e.g., the Sales community.

  • If your organisation has a Department field, you might filter by a particular department, e.g., Sales.

  • If your organisation has a Job Title field, you might filter by job title, e.g., Sales representative.

  • If your organisation has a Location field, you might filter by a particular location, e.g., London.

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In future releases, we will also add the ability to:

  • Specify a date range so that the data included in the report is only from a particular time period.

  • Decide when the report is generated and how often, by setting a schedule (for example, creating it on a daily, monthly, or weekly basis).

  • Decide which admin groups and other users can access the report.

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