Enhanced interface

Use Custom Report Writer Wizard—CRWZ

Custom Report Writer Wizard (CRWZ) is an intuitive, interactive utility that walks you through the process of creating a Custom Report Writer (CRW) report. The Wizard uses easy-to-follow steps that allow you to tailor a report to your specific needs.

This short video shows you how easy it’s to build reports with the CRW Wizard:
Video: Create a custom report.

1. Open Custom Report Writer—CRW

Subscription	Customization Services or Platform Services
Regional availability	All regions
User type	Business Business user with admin privileges
Permissions	Custom reports: List, Run, View, Edit, Add, Delete Access to the data in the report

Open Custom Report Writer in any of the following ways:
- Go to Customization Services > All > Custom reports.
- Go to Platform Services > All > Reports.
- Go to Reports > All > Advanced > Custom reports.
Select Add to launch the Custom Report Writer Wizard (CRWZ) and begin creating a report.

2. Create a report with the Wizard—CRWZ

The Custom Report Writer Wizard (CRWZ) guides you through the process of creating a CRW report in easy to follow steps.

The steps for creating a CRW report can vary depending on the selections that you make in the Wizard.

Custom Report Writer options

Custom report edit options
Go to...	...to change
Select data source	The primary data source from which the report data is derived.
Add columns	The columns included in the report. Add or remove columns from the primary and related data objects. Expand the object fields by selecting the show/hide icon ()
Add calculated columns	Columns that contain calculations. Remove existing calculation columns or use the Formula editor to add or edit existing ones.
Select column sequence	The order of the columns as you want them to appear in your report, or change the header name as it appears there.
Add more totals	Include additional totals included in the report. Numeric fields can include Count, Sum, Average, Std deviation, Variance, Largest, and Smallest, while text fields are limited to Count.
Sort columns	Set the sort order of the columns, such as ascending or descending order.
Filter report	Add a filter for some or all of the columns on the report, using operators such as equals, is less than, or contains. Filters are additive. When you create multiple filters, the data that matches all of the filters is included in the report.
Enable grouping	Enable grouping allows for totals in groups, such as customer and the grand total.
Group data	If you opt to enable grouping, select up to 3 columns to use to group data. For example, group invoice detail by customer or invoice by due date
Order groups	If you created grouping, you can set the order in which they appear on the report. Sort by ascending or descending order.
Set report date and add a title	Set or change the date range or reporting period, location, or department s to include. Optionally, you can add a title and footer for the report.
Define chart output	Many types of reports allow you to create chart outputs from the report data. Set the configuration for the chart with this option.
Include additional prompts	Define any desired runtime prompts. Your selection is based on the data in your report. Runtime prompts provide greater flexibility. For example, you can make the State a runtime prompt so that each user running the report can select a different state.
Label and organize prompts	If the report is memorized you can provide a label and group for the prompts, and enable or disable the prompt.
Save and add to menu	Save your report. Optionally, you can add it to an application menu

The typical steps for creating a report with the Wizard are as follows: