Title - Name of the Report

Member Type - Choose which type of results the Report should return (i.e Person, Account, Opportunity, or Activity)

Report Type - Determines when the Report is sent out to the recipients

  • Batch Report - Report will be sent out based on the frequency of the Subscription

  • Real-Time Alert - Recipients will receive the Report immediately when members qualify for the Report.

Visibility - Who can view the Report

  • Public - Visible to everyone in your organization 

  • Private - Visible only to the creator of the Report and Admins