Add Options to a Custom Report

You can add options to custom reports. The options that you add display on the Custom Options tab of the Options dialog box in the Reporting application.

To add options to a custom report, complete the following steps:

1. From the Ajera CRM Navigation menu, click Configuration > General > Custom Report Options.
2. In the Report Name field on the Report Custom Options form, select the custom report for which you want to create an options page.
3. Click Insert to add an option to the Options grid.
4. Complete the fields on the Custom Report Options form to define the option.
5. Repeat steps 3 and 4 for each option that you want to add.
6. Click Save.

Postrequisite: If you create a custom lookup list, you must specify values for the list.