This lesson will guide you through the process of managing metadata in the system that can be used for Custom Reports.
Where to Start
1. Click on Reports.
2. Select Manage Custom Reporting Data.
3. Search for the metadata category in the search bar.
4 Clicking a specific category will drill down to the matching columns associated with that category. Options 5 and 6 are available at the category and column levels.
5. Click the Edit icon to enable or disable that category/column. You also have the option to rename the category/column.
6. Click the Share icon to allow users to use this category in custom reports.
Sharing a category to other users will give them access to all associated columns within that category. If you want users to have access to a category but not certain columns, click the category to see a list of the matching columns. Click the Share icon next to the column you want edit. You can specify which users will have access to that particular column.