Reports Reports and custom reports Built-in reports answer common questions with a fixed set of fields and calculations. Custom Reports let you select a record type, choose columns, build filters, and save views. Use a custom report when the built-in report does not provide the fields or combination you need. Custom reports follow their own field and record-scope rules; do not assume they use the same filters as a similarly named built-in report. To keep frequently used summary metrics close at hand, see KPIs and the Home Dashboard.
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