The new report option allows you to create a custom report. This is especially useful if none of the pre-built reports fit your needs.
How-To
- Select Reporting from the menu.
- Click
- Select the Object Type, Filters, and Columns for your report.
- Select the target of your report.
- Click Continue without Saving if the report is a one-time use.
- Click Save and Continue if you will need the report again, or if you would like to automate the report with scheduling.
You can edit your report results once they load.
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