In this lesson, you will learn all of the functions available in the toolbar of a custom report.
Before You Get Started
If you need help finding a custom report, learn how to Find a Custom Report
Where to Start
1. Click Reports.
2. Select View Reports.
3. Click the Title to open a custom report.
View - Click to see the data in your report.
Edit Title - Modify the report title and/or description.
Add Columns - Add additional columns of data to your report.
Manage Columns - Remove, move, and/or change the label of any column in your report.
Filters - Add filters to narrow down the data displayed in your report.
Sorting - Change the default column(s) by which your columns are sorted. You will still be able to change the sort order when viewing the report, but this will let you set up the report so that it automatically (initially) sorts by one column of data you select, and then by another, and so on.
Share - Share your report with others.
Charts - Generate charts to go with the data you have on your report.
Form Letter- Upload a PDF form letter to pull custom report data on to.
Labels - Pull custom report data onto the label size/type you select.
Advanced - Several tools including Grouping, Change the Author, Duplicate, Calulations and Advanced Filters.
To learn more about the functionalities of the custom report toolbar, check out Edit & Manage Custom Reports.