Is it possible to create a report with filter based on a custom field? I mean, not by creating a report from scratch , but to use existing reporting module and just by creating a new filter. I have added a custom field to customers and i want to make a report that lists all customers based on that field.
Thanks a lot in advance.
If you want just summary of customer based on that field than you create your own dashboard.
Go to advance search and search your custom field to filter your records, once you get your filtered data than create dashboard for that filter so you can always have those information auto filtered with that field.
Click here to know how to create your own dashboard.
Hope this will help.
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|Asked: 4/11/15, 5:08 AM|
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|Last updated: 4/12/15, 7:02 AM|