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Salesforce.com customization handbook

You're reading from   Salesforce.com customization handbook Customize Salesforce to automate your business requirements

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Product type Paperback
Published in Sep 2014
Publisher
ISBN-13 9781849685986
Length 454 pages
Edition 1st Edition
Concepts
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Toc

Table of Contents (14) Chapters Close

Preface 1. Getting Started with Salesforce 2. User Management and Organization Administration FREE CHAPTER 3. Making Your Salesforce Data Secure – Security Settings in Salesforce 4. Domain Management, E-mail Administration, and Google Apps Settings 5. CRM Functions and Streamlining Business Requirements 6. Automating a Business Process 7. Concepts of Data Management 8. Reports and Dashboards in Salesforce 9. Chatter Configuration 10. Mobile Administration 11. Setting Up Deployment Processes 12. AppExchange – Extending Salesforce Functionality Index

Hiding unused report types


If you have plenty of unused report types and you want to hide them so that the user can't see these report types while creating a report, follow these steps:

  1. Click on the Reports tab.

  2. Click on the New Report button.

  3. Select the Select Report Types to Hide checkbox and now go to the folder of the reports type.

  4. Click on the report type to hide. The green check in front of the report type denotes that it is visible. Once you click on it, it will turn into an X symbol, which means that it is no longer visible. It will look like the following screenshot:

The next time user creates a new report, these report types you have hidden will no longer be visible to them.

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