Custom Reports > Add

To add, edit, copy, or delete a custom report, choose Setup and then Custom Reports.
The Add Custom Report dialog opens when you select the Add button on the Custom Report dialog. Enter a name for the report and (optionally) choose an existing report to copy and customize. When you select Continue, the Custom Report Layout dialog opens automatically.

Fields & buttons

Enter the name of the new custom report. This name will print at the top of the report.
To copy and then customize an existing report, open the drop-down list for the Template field and select the report you want to copy.
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