Documentation is now available for the Fall 2020 Update release!

Managing Custom Reports

Provides information on managing custom reports.

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Introduction

Managing your custom reports includes viewing, editing, and deleting reports.

Viewing custom reports

You can view the created reports from Custom > All pages.  The Custom Reports display the following information as displayed in the table below.

View Custom Report
AttributeDescription
Schedule NameName of the report.
Last RunThe time and date of the recently generated reports.
Created ByAuthor of the report.
ActionTo generate a report. The Run Now action is available only for reports with On Demand Only option.
StatusDisplays the status of the report. A report can appear in one of the below four states.
  • In-queue - The report is waiting to be processed
  • In Progress - The report is processed
  • Success - The report was generated successfully
  • Failure - The report was not generated
Viewing Custom Report

Viewing Custom Report

Editing custom reports

The edit functionality allows you to modify the existing details of a custom report.

To modify existing custom reports:

  1. From the left pane of Reports, click Custom. All configured custom reports are displayed.
  2. Click the Edit icon for a desired report in the Schedule Name column.
    The Custom Rules page for the selected custom report is displayed.
  3. You can make the desired modifications in the existing details.
  4. Click Save & Run.

Deleting custom reports

You can remove existing custom reports from the Custom Reports page.

To delete existing custom reports:

  1. From the left pane of Reports, click Custom. All configured custom reports are displayed.
  2. Select the desired report from the list of reports.
  3. Click DELETE. A confirmation message is displayed.
  4. Click Yes to continue.