People Goal 4 - Review

Document created by Kedar on Jan 28, 2015Last modified by communitymanager on May 12, 2015
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You’ve reached a major milestone: now that you’ve finished your subsummary report, all of your interfaces are complete!


Below are the steps you worked though. As your solution continues to evolve, you can always go back and repeat any of them:


  1. Add a summary field

  2. Create the reporting screen

  3. Customize the reporting screen


If you’re interested in analyzing a more sophisticated subsummary report, please have a look at the Sales Activity Report in the advanced version of the example solution. It presents four different counts, including two that are derived by comparing the current date with the date when the activity was supposed to take place.

Next you’re going to start writing scripts to manage navigation and automate your solution.