Custom Reports

A custom report allows you to find exactly the information you want.

Create a New Report

To create a new report:

1. Select the New Report button at the top of the left pane.

2. In the New Report page, complete the following:

   

   1. Report Name — enter a name for your report.
   2. Object — use the drop-down to apply the report type.

3. In the Report Criteria tab complete the following:

   

   1. Field — use the drop-down to select a field to use a report parameter.
   2. Comparison — use the drop-down to select an option. For example, if the field selected is for a date, you can select Less Than to get records older than a specific date.
   3. Value — enter the value for the comparison. For the example above, enter a date.

4. Select the Add Field button to add another field to the report and select the appropriate options. Add as many fields as needed.

   In the Actions column, you can delete a field by selecting the trash icon . You can select the up and down arrows to change the order of the fields.

5. In the Display Fields tab, select the fields you would like to display on the report by selecting a field, and then select the right arrow to move it to Selected Fields. Once all of the fields you want are in the Selected Fields section, you can adjust the order in which to display by using the up or down arrows.

   

   1. To remove a field from the report, select the field in the Selected Fields side, and select the right arrow to move it back to Available Fields.

      If you would like to include all of the available fields select Add All. You can remove all selected fields by selecting Remove All.

6. In the Order by Fields tab, the order you select determines how the results are ordered. Select a field and then select the right arrow to move it to Selected Fields.

   

7. Select the Folder tab to choose the folder where the report will run.

8. Check the Search Subfolders box if you want the report to include files in any subfolders under the folder you selected in the last step. If you uncheck this box, the report will only be run on the folder, and will not include any files in subfolders.

   

9. In the Security tab you can determine who can run the report.

   

   1. In the Restricted Users area, select each user you want to have access to the report, and then select the right arrow to move them to the Access Users column.
   2. In the Restricted Groups area, select each group you want to have access to the report, and then select the right arrow to move them to the Access Groups column.

10. When you finish making all your selections for the new report, select the Create Report button.

Any custom reports are listed under the standard reports.