How create a custom report for a specific schema and set it visible in reports tabs? | Community
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israel_sanchez
Level 3
May 4, 2020
Solved

How create a custom report for a specific schema and set it visible in reports tabs?

  • May 4, 2020
  • 1 reply
  • 3577 views

Hello all, I have a specific schema (related and linked to "nms:campaign", I would like to create a custom report where I can filtrate through specific fields including the "campaign/@id" in order to do a count of fields and show that report in every "Campaign Report tab"

 

Can anyone help me in order to do it from the beginning?

 

Thank you.

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Best answer by Sukrity_Wadhwa

Hi @israel_sanchez

 

This documentation on Creating a new report has all the steps involved in creating a custom report and how to filter information in it. While, the steps to show that report in the Campaign Report tab are listed here: Configuring access to the report

I hope these documentations will prove helpful. In case of further queries or issues that you may face during the process, please feel free to reach out to us again.

Regards,

Sukrity 

1 reply

Sukrity_Wadhwa
Community Manager
Sukrity_WadhwaCommunity ManagerAccepted solution
Community Manager
May 5, 2020

Hi @israel_sanchez

 

This documentation on Creating a new report has all the steps involved in creating a custom report and how to filter information in it. While, the steps to show that report in the Campaign Report tab are listed here: Configuring access to the report

I hope these documentations will prove helpful. In case of further queries or issues that you may face during the process, please feel free to reach out to us again.

Regards,

Sukrity 

Sukrity Wadhwa