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Specify a date range so that the data included in the report is only from a particular time period.
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Decide when the report is generated and how often, by setting a schedule (for example, creating it on a daily, monthly, or weekly basis).
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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:
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