How to manage Custom Reports?
Click in the tool bar to launch the Custom Reports Window. The Custom Reports Window shows the list of custom reports available. The Object Category column shows the name of the object for which a custom report was created.
 

 
The Custom Reports Window allows you to perform the following operations:
  • Create a new Custom Report
  • Edit an existing Custom Report
  • Delete a custom report
  • View fields defined for a custom report
  • Generate a custom report

Create a new Custom Report

  1. To create a new custom report click New button in the Custom Reports Manager window. The Custom Reports Wizard will appear on the screen.
  2. Follow the steps as outlined in How to create Custom Reports?

Edit an existing Custom Report

  1. To edit a custom report click Edit button in the Custom Reports Manager window. The Custom Reports Wizard will appear on the screen which will guide you through the edit operation.
  2. During the edit operation you can modify the list of fields that make up the custom report and the report's description.

Delete a custom report

To delete a custom report, select the report you want to delete, and then click Delete button. The selected custom report and all its associated saved filters, if any, will be deleted permanently. Further, the custom report will be removed from scheduled tasks, if any, already scheduled.
 

View fields defined for a custom report

To view details of a custom report select the report, and then click View Details button. The selected custom report's details would be shown as below:
The Details window shows the custom report name, description and the list of fields defined for the report. Also, this window shows the Object Report name from which respective fields were selected in the "Source Object Report" column. Object Report means the Tab Views pertaining to each object in the Object Reports window.
 

Generate a custom report

To generate a custom report follow the steps as outlined in How to generate Custom Reports?