Default Reports Used on Standard Workspaces

This topic describes the default reports used on standard workspaces.

Workspaces and scripts can include reports to let staff members view or access information related to the record they are editing. For example, the standard incidents workspace contains a tasks report to display the tasks associated with the incident. Most of the standard workspaces contain reports, and you can configure custom workspaces and scripts to show the reports you want to see.

Note: Record command options are not applied when viewing reports in workspaces.

Many standard workspaces contain reports, most of which have row limits of 100 rows. If you want to use a standard workspace but with a different report than the default one, you can copy the workspace and edit the copy to replace the default report with the report you want.

Default Reports Used on Standard Workspaces

Standard Workspace/Tab or Control	Default Report
Answer
Tasks	Tasks by Answer
Details	Answer Subscribers
Analytics	Answer Overview
Chat Sessions
Incidents	Incidents by Contact
Contact
Opportunities	Opportunities by Contact
Tasks	Tasks by Contact
Incidents	Incidents by Contact
Surveys	Survey History
Marketing Activity	Marketing Activity
Incident
Contacts/Contacts	Incident Contacts
Contacts/Incident History	Incidents by Contact
Tasks	Tasks by Incident
Organization/Incident History	Incidents by Organization
Organization/Contacts for Org	Organization Contacts
Web Visit	Incidents Web Visit Tab
Opportunity
Contacts	Opportunity Contacts
Tasks	Tasks by Opportunity
Quotes	Quotes
Organization
Contacts	Organization Contacts
Opportunities	Opportunities by Organization
Tasks	Tasks by Organization
Incidents	Incidents by Organization
Quote
Quote Products	Quote Product List

Note: Some standard workspaces also define default search reports for certain elements. For example, the Search Knowledge Base button on the Messages tab of the Incident workspace uses the Search Knowledge Base report. See How You Select Search Reports.