Defining LIST View for Reports

[Gundeep Singh]

I want to define a view of the table while referring the table in report creation. Is there a way to define the specific list layout view of the table ?

Thank you for your help 🙂

[Ankur Bawiskar]

Hi Gundeep,

I believe you can show the fields you want in the report by adding them to available to selected slush bucket while creating report; user could not change the view and can also not personalize the list layout

Mark ✅ Correct if this solves your issue and also mark 👍 Helpful if you find my response worthy based on the impact.
Thanks
Ankur

[Gundeep Singh]

Hi Ankur,

Can you paste the screenshot where i can see this option to add the specific fields.

Regards,

Gundeep Singh

[Ankur Bawiskar]

Hi Gundeep,

please see the screenshot below; there is a bucket of available and selected;

you need to place the fields from left to right; only those fields will be shown on the list; you can even dot walk such as caller's email etc

Mark ✅ Correct if this solves your issue and also mark 👍 Helpful if you find my response worthy based on the impact.
Thanks
Ankur

[Adam Stout]

Are you asking how to specify which view they should see when they click on the records to drill down?  That is a setting in the Report Designer (the New UI), not sure if it is exposed in the Report Builder (legacy UI).