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Release notes
Introduction
Manage permission sets
Set up report data designer
Configure report profiles setup
Manage report data designer
Manage customer report layout
Manage profile categories
Manage report profiles
Implement profile POC workflows
Validate field selections
Configure static filters
Configure request filter fields
Validate and generate report code
Search this module
Release notes
Introduction
Manage permission sets
Set up report data designer
Configure report profiles setup
Manage report data designer
Manage customer report layout
Manage profile categories
Manage report profiles
Implement profile POC workflows
Validate field selections
Configure static filters
Configure request filter fields
Validate and generate report code
Search this module

Setup

Report Data Designer  •  Article  •  2/2/2026  • 

The following setups are required.

  • Manage permission sets
  • Set up report data designer
  • Configure report profiles setup

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