Run Report Quick Action

About the Run Report Quick Action

Parameters

Actions

About the Run Report Quick Action

The Run Report quick action runs a specified report that has been created to support quick actions.

Parameters

Parameter Description
Enter action name A unique name for the quick action.
Enter action description Optional. A description of what the quick action does.
Enter category Optional. The category. Select from the drop-down list.
Report Name The report to run. Select from the drop-down list.
Can run for multiple records

Runs the report for multiple records.

Report Parameters The parameters automatically appear based on the report name chosen. The values are populated by reports checked as Can Run from Run Report Quick Action. See Step 3: Creating a Report.

Actions

Button Action
Save Commits your settings.
Cancel Exits without saving.