Select Custom Report Output Options and Access Permissions

When creating a custom report the Summary step shows the report properties, columns, and column grouping and filtering, if applied. You can select the output format and configure the report's access permissions. Only users with unrestricted access permission can edit the report in the wizard. Users with read-only or unrestricted access can run the report. After saving the report, you can also run it or schedule it.

To select output options and configure access permissions

1. In the Report Wizard, click Summary. The report summary is shown.
2. Select the output format for the report.
3. Select the check boxes for the additional output options, as required.
4. Optionally, click Permissions to update the access permissions for the report.
5. Optionally, click Advanced to enable the advanced options for the report.
6. Click Save.

Additional Information

Permissions

Create a Custom Report

Select Custom Report Columns

Select Custom Report Grouping Information

Select Custom Report Column Order

Select Custom Report Column Filters

Select Optional Tables for Custom Reports (Advanced)

Select Custom Report Columns to Sort on (Advanced)

Edit Custom Report SQL Selection Criteria (Advanced)

About Custom Reports