Returning built-in reports to default settings | Community
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C
Cheral_Jansen
Level 3
March 9, 2014
Question

Returning built-in reports to default settings

  • March 9, 2014
  • 2 replies
  • 1110 views
Hi there,

Over time many of our out of the box reports in Analytics have been customized. I'd like to "reset" these to the default settings and used them going forward as templates only (as per best practice).

Could anyone point me to where I could find the default settings -- or let me know what they are, if you know?


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2 replies

Josh_Hill13
Josh_Hill13
Level 10
March 9, 2014
Cheral,

The default reports should only be cloned, but you know that ;)

The best way to "reset" these is to create a New report of the type you desire. Those are all defaulted. I believe almost every report is set to

Date Range=Past 30 Days
Opp Columns=Hidden (leads only)
no other setup items chosen, but the Leads by Reports will have a Field Grouping already setup for Status or Source

Smart List=blank
C
Cheral_JansenAuthor
Level 3
March 11, 2014
Very helpful Josh. Thanks :)
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