Create a custom report from a standard report
To create a custom report, you can begin by selecting one of the available standard reports that best matches what you would like to accomplish with your custom report.
After you've selected a standard report, follow these steps to create, export, and save the report:
- Configure your report by selecting data source options.
- Run the report to view the results.
- Edit the report by changing its data fields, parameters, filters, columns, and groups.
- Export the report to use the results outside the system.
- Save the report as either a personal or shared report.
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