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User Interface

 
The interface of the Custom Reports component evolves into separate screens depending on how far along you are in building your custom report – the initial custom reports window and the subsequent reports designer window. The reports designer window of the Custom Reports component is where you modify the appearance of your report, including changing the background, font colors and sizes, adding logos, etc. The initial custom reports window is divided into the following sections:
 
1.       Ribbon: Contains the buttons that perform adding and execution of custom reports.
Note: Right-click the listing pane to open a menu with the following options: Add, Edit, Share, Delete, Clone, and Execute your custom report.
 
2.       Listing pane: Arranges custom reports that you create according to their access options (i.e., Shared Custom Reports or Private Custom Reports) and Custom Report category. By default, all new Custom Reports are Private Queries available only to the user who created them. In order to make a saved Custom Report available to users across your organization, you must share it. Refer to the Share a Custom Report chapter for more information on how to do this.