Modify a custom report

  1. In the Console, navigate to Reports then Custom Reports.
  2. Click the name of your report.
  3. Modify the report properties and query string as desired.
    1. Edit the report properties and SQL query string.

      For further information on the data schema, click Help in the report window or refer to Platform Symphony Reports Data Schema in the Platform Symphony Knowledge Center.

    2. To validate your SQL query string and ensure that your report delivers the appropriate results, click Produce Report.

      This will actually produce the report, so you might want to limit your testing to a small set of data.

      You can continue to edit your SQL query string and test the results of your report until you are ready to save it.

  4. To finish, click Save.