The custom report option is especially useful if none of the pre-built reports fit your needs.
- Select All Reports from the menu.
- Click .
- Select the Object Type, Filters, and Columns for your report.
- Click Continue without Saving if the report is a one-time use.
- Click Save and Continue if you will need the report again, or if you would like to automate the report with scheduling.
- Select the target of your report.
- Click Next.
- Set your options.
- Click Schedule (available if you saved your report) or Run now.
You can edit your report results once they load.