Custom reports

Custom reports allow users to define report headers, conditions, groupings, columns, and ordering according to their needs.

Conditions decide which records the report includes.

Group the results and choose the columns the report prints.

What you can do

• Select the object or data type for the report.
• Define conditions to filter the result set.
• Choose grouping fields.
• Select columns and order.
• Run, export, and refine the report.

Environmental consulting example

A custom report can show open tasks grouped by project manager and filtered to projects in the reporting phase.