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Create a New Report (Lightning)

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SummaryThis covers how to find and view reports in Apto. This is the same powerful reporting engine provided by Salesforce. Apto comes pre-loaded with many powerful CRE and business management reports, but users at your organization also have the ability to create and save new reports. 

How to Navigate to the Reports Object

  1. Select the App Launcher in the top left.
  2. Search Reports in the search bar, or find it on the page.
  3. Select Reports.

Here’s an example of Steps 1-3:

  1. One of the existing reports may already work for you. Apto comes pre-loaded with a number of CRE reports and your colleagues may also have added some for your use. If you find one that looks like a fit, select and open the report, and then “Save As” to make your own version.

Here’s an example of Step 4:

How to Create a New Report

  1. Scroll and open the folders to see available report types, or search with text to narrow results (e.g. Listings).

Here’s an example of searching reports:

  1. For example, selecting “Listings with Properties” will report on Listings with Property records, where the Listing has a related Property. That means Listings without a related Property will not be included in the report. If you need Listings with or without Property relations, then select “Listings” Report Type, or make a Custom Report Type.
  2. Click Create. (Note: Your organization may have decided to restrict the ability to create new reports and you may not see the Create button. Talk to your company's Apto System Administrator for options.)

Here’s an example of Step 3:

  1. Search in the text box at the top left for fields you would like to include in the report.
  2. Drag and drop fields, or double click to add them to the report.

Here’s an example of Step 5:

Note: If you do not see any search results, try widening your search criteria. It is easier to start with search results and then add filters to narrow your results.

  1. You can drag columns to rearrange how they will appear in the report.
  2. “Show” and “Date” fields are standard available filters, but you can click “Add” for additional filters. You may want to change “Show” to show all records first.
  3. To further change search results, drag and drop fields to add filter logic.

Here’s an example of Steps 7 & 8:

9. When adding more than two new filter options, also add Filter Logic in the Filters “Add” picklist with AND or OR statements. This helps the report narrow down the results accordingly. 

Here’s an example of Step 9: 

10. Finally, click Save in the upper left corner and name your report. Click the tab key to auto fill the report unique name, and choose the desired folder to save it. (Note: Any unfiled Public Reports are visible to all reports users in your organization.) 

Here’s an example of Step 10: 



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