Custom reports that you create appear for other users within the organization. If users don't have access to the records or fields that are used in the custom reports, they can't view the reports.
You must configure appropriate fields to create meaningful custom reports. When you use multiple fields to create large volumes of report data, the custom report might become difficult to comprehend and might affect the performance of your environment.
Note: When you configure a custom report that can return more than 500 unique field values, you can view only the first 500 field values in the report table and chart.
To create a custom report, perform the following steps:
1Create a custom report.
2Add a chart to a custom report.
Step 1. Create a custom report
You can create a custom report and add it as a widget to the dashboard. To ensure that report creation process is successful, create custom reports that contain up to 500 unique field values.
You can't create schedules to publish custom reports. The existing custom reports use the schedules created by the administrator to update the report data. If you want to view the report data of existing custom reports instantly without any schedules, ensure that the fields used in custom reports are set to be reportable. To verify whether the fields are set to be reportable, contact your administrator.
1Click New > Report > Tabular Report > Create.
The New Tabular Report dialog box appears.
2Specify the properties of the report.
The following table describes the properties that you can configure when you create a custom report:
Property
Description
Display Name
Name of the custom report.
Internal ID
Unique identifier of the custom report.
Description
Description of the custom report.
Report Based On
The source for the custom report.
You can choose the following options:
- Master Records.
- Records with Validation Errors. A metadata report that displays information about records that contain validation errors.
- Merge History Activity. A metadata report that displays information about source records that are merged to form master records.
Business Entity
The business entity that you want to build custom reports on.
Report Data
Data that's used to create an aggregated report for the dashboard or the individual record details page.
You can select any of the following options:
- All records. Creates an aggregated report for the dashboard based on all the records in the selected data source.
- Individual record. Creates an aggregated report for the individual record details page based on the applicable fields in the selected data source. For example, an aggregated report that displays the average sales and profit details.
Note: The property appears for custom reports that are based on master records.
3Click Create.
A page with the name that you specify in the Display Name field appears.
4If you select Master Records, perform the following tasks:
aSelect the report style.
You can select one of the following report styles:
▪ Standard
▪ Drill down
bIf you select Standard, select a dimension and click Add.
cIf you select Drill down, select dimensions at level 1, level 2, and level 3, and click Add.
Setting level 3 dimension is optional.
You can view only the business entity fields that are enabled for reports as dimensions. The dynamic fields, business entity record fields, and fields in a nested field group don't appear as dimensions.
5If you select Records with Validation Errors or Merge History Activity, select a dimension, and click Add.
6Select the measures, and click Add.
The dynamic fields, business entity record fields, and fields in a nested field group don't appear as measures.
The following table describes the properties that you can configure when you add fields as measures:
Property
Description
Count
Displays the count of values for the selected field. You can view the count for all fields.
Sum
Displays the total sum of integer, decimal, or double field values that are added as measures. You can view the sum when you add an integer, decimal, or double field as a measure.
You can select up to five measures. You can view only the business entity fields that are enabled for users to use them in reports as measures.
7To filter the report data based on the field values, select the fields from Filters and click Add.
The following table describes the field types that you can configure as filters:
Field Type
Properties
Date
Filters the field values based on the specified date.
The field type supports the following operators:
- Equals. Filters records with field values that exactly match the date value you entered.
- Is Blank. Filters records with a blank value in the field.
Text
Filters the field values based on the specified text.
The field type supports the following operators:
- Equals. Filters records with field values that match precisely with the text value you entered.
Note: The value is case sensitive.
- In. Filters records with field values that contain the text you entered.
- Is Blank. Filters records with a blank value in the field.
Range
Filters the field values based on the specified numeric value or range.
The field type supports the following operators:
- Equals. Filters records with field values that precisely match the numeric value that you entered.
- Range. Filters records with field values that are greater than or equal to the minimum value and less than or equal to the maximum value that you entered.
- Is Blank. Filters records with a blank value in the field.
Boolean
Filters the field values based on the values that you select.
The field type supports the following operators:
- Equals. Filters field values based on the following values that you select:
- Yes (True).
- No (False).
- Is Blank. Filters records with a blank value in the field.
Picklist
Filters field values based on the values you select.
The field type supports the following operators:
- In. Filters field values that contain the values you enter select.
- Is Blank. Filters records with a blank value in the field.
The following table describes the field types that you can configure as filters for custom reports that display information about records with validation errors:
Field Type
Properties
Validation Status
Filters the field values based on the validation statuses of records. For example, valid or validation errors.
Error Type
Filters the field values based on the types of validation errors. For example, mandatory fields missing or character limit exceeded.
Error Severity
Filters the field values based on the severity of the validation errors. For example, information or warning.
Source System
Filters the field values based on the source systems.
Fields with Validation Errors
Filters the field values based on the fields that contain the validation errors.
The following table describes the field types that you can configure as filters for custom reports that display information about the merge history activity of source records:
Field Type
Properties
Business Entity
Filters the field values based on the business entities.
Source System
Filters the field values based on the source systems.
Declarative Rule
Filters the field values based on the declarative rules.
Match Outcome
Filters the field values based on the outcome of the match and merge process.
The field type supports the following match and merge process outcomes:
- Auto-merged. Records that are merged automatically using match rules.
- Auto-merged with Approval. Records that are merged automatically after the merge proposal is approved.
- User Merged. Master records that are manually merged by users from the user interface.
- Not Merged. Master records that didn't go through the merge process.
- User Merged with Approval. Master records that are manually merged by users from the user interface after the merge proposal is approved.
Note: After you unmerge records, you can't differentiate between a new record and an unmerged record.
Merged By
Filters field values based on the users who merged them or last modified the record.
The field type supports the following operators:
- Equals. Searches for field values that exactly match the text value you entered. The value is case-sensitive.
- In. Searches for field values that contain the text you entered.
Merged On
Filters field values based on the date when the records were merged.
You can specify the date range in the following fields:
- Start Date. Indicates the date when the merge process started.
- End Date. Indicates the date when the merge process ended.
You can customize the columns based on the available field types.
8Click Apply.
A preview of the report appears in a tabular format.
Note: The report preview displays up to 100 rows of sample data. Based on the selected dimension and measures, the sample data gets generated from the first 100 matching records in the master data. The records in the master data are sorted based on their creation date.
Step 2. Add a chart to the custom report
You can add a chart to the custom report you create. Also, you can customize the look and feel of the charts.
Note: If your custom reports contain multiple measures, use the bar chart template. Pie charts incorrectly display the data for reports with multiple measures.
1On the toolbar of the reports creation page, click Chart.
The Templates panel appears.
2Select a chart template that you want to use to display the report data.
The preview of the template appears in the preview panel.
Note: You can add only the pie and column charts for a drill-down report.
3Click Save.
The report data appears on the selected chart template and report table.