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

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Level 3

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.

1 Accepted Solution

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Correct answer by
Administrator

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

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1 Reply

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Correct answer by
Administrator

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