Custom Reports
Guides
Create a Custom Report: start from a template or a blank report.
Report Records and Fields: understand the field picker and build practical examples.
Build Filters: include or exclude records using conditions.
Configure Tables: choose columns, sort rows, and export results.
Configure Charts and Summary Cards: compare groups or show a single calculation.
Manage Report Views: organize report tabs and understand personal and shared views.
Share a Report: choose report-level visibility and check staff access.
Use Report Actions: use supported row, bulk, and record-creation actions.

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