- Click the Modules menu and select Forms.
- From the left-hand side, select the folder where you want to create the report.
In the top-right corner, click the three dots (⋮) and select New Report.
- Provide a descriptive title for your report.
Enter a brief description to explain the purpose of the report.
- Select the Last Modified from the dropdown menu.
Apply Filter Conditions (Optional)
- Click Add Simple Condition to filter by a single criterion.
- Click Add Nested Condition to create more advanced filter combinations.
- Choose the Report Columns\
Select the information you want to display in the report by checking or unchecking the available columns. You can also drag and drop the columns to change their display order.
- Set the Sort Order\
Choose whether the report should be sorted in Ascending or Descending order.
- Select a Sort by Field\
Choose the field used to sort the report.
- Group the Results (Optional)\
If required, group the report by Account Name.
- Once you have successfully created a report, you can run it by clicking Reports in the top blue ribbon and selecting the My Reports tab.
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