Add Custom Options to a Report

If you need a reporting option that is not available in the standard options for a report, you can add a custom option for the report. Custom options that you add display on the Custom Options tab of the Options dialog box in the Reporting application.

To add custom options to a report:

  1. From the Navigation menu, click Settings > General > Custom Report Options.
  2. In the Report Name field on the Report Custom Options form, select the report for which you want to add custom options.
  3. Click Insert to add an option to the Options grid.
  4. Complete the fields on the Report Custom 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.