Creating a custom report

You can create reports that contain information to meet the specific requirements of your organization.

To create a custom report

  1. On the navigation bar, click Reports.

  2. On the task pane, click New custom report.

  3. On the Custom Report dialog box, type a name and description for the report.

  4. If you do not want this report to include the default header and footer settings, uncheck Use header and footer settings specified in Tools/Options.

  5. On the properties pane, under Report Definition, click Field Selection.

  6. In the Category box, select a group for which for which you want to create a report.

    See Available groups for creating reports.

  7. Select the fields that you want on the report.

    See Field options for custom reports.

  8. To adjust the width of the column for a field, do the following in the order listed:

    • Click the field name in the Fields selected for the report list.

    • In the Column width box, type the new width.

    • Click Set.

  9. Do any of the following:


    To set filter criteria for the report

    See Setting filters for custom reports .

    To group fields for the report

    Do the following in the order listed:

    To sort fields for the report

    Do the following in the order listed:

    To set graph options for the report

    Do the following in the order listed:

    To preview and test the report

    Do the following in the order listed:

    • On the properties pane, under Preview, click Preview.

    • To test the report, on the Preview dialog box, click Test Report.

    To finish and close the report

    Click OK.

Creating a custom report