View and Manage Express Reports

To view and manage express reports, click the Express Reports icon in the Redwood Sales tab on your Sales home page. You can also make a selection in the Navigator or use a bookmark in your browser.

Here's a screenshot of the Redwood Sales tab on the home page highlighting the Express Reports icon.

On the Express Reports list page you can:

• View a report by clicking its name link (callout 1 in the following screenshot).

• Edit, rename, duplicate, delete, and share reports by clicking Actions (callout 2).

  Everyone can edit, delete, and rename the reports they own. And they can duplicate reports shared with them. But only administrators can edit any report and share that report with the sales organization as a whole.

• To create a report, you can either click Create Report or duplicate an existing report and edit it.