Customizing a report in View My Report - Reporting

You can customize certain reports in the View My Report - Reporting page. Every report does not support customization. Using the viewer, you may be able to interact with the report by drilling down into charts and table summaries.

When a report is customized in the View My Report - Reporting, a report is not generated. The selected report is updated with the customized settings. This process is known as Post Customization. If you want to save the settings that you have customized, you must export the report. If you close and relaunch the report, the customized settings are not saved.

To customize a report in View My Report - Reporting

  1. In the My Reports view, select a report.

  2. Right-click and select View.

  3. In the View My Reports area, click Customize.

  4. In the Specify Report Title, Description, and Logo page, provide a name for the report.

    You can add a company name and logo, if they are available in the Settings > General view.

  5. In the Specify Report Content page, you select the fields for the report. Click Add to add fields.

  6. In the Add Fields message box, select a maximum of 10 fields to add to the report.

  7. Click OK.

  8. Click Next

    In the Specify Grouping of Information page, select the groups that should be displayed.

  9. In the Summary page, click Finish.