Edit a CRW report

Custom Report Writer (CRW) provides flexibility in editing custom reports. You can edit a CRW report from Customization Services, Platform Services, and from the Reports center.

This topic shows you how to edit a CRW report using each of these options.

Editing a custom report

You can edit a CRW report from Customization Services, Platform Services, and from the Reports center.

A report that's part of a package cannot be edited, and therefore will not have an Edit option. If you have the correct permissions, you can duplicate the custom report and then customize it.

Edit from Customization Services

1. Go to Customization Services > Custom reports.
2. Find the report in the list.
3. Select Edit.
4. Modify the report.

Edit from Platform Services.

1. Go to Platform Services > Custom reports.
2. Find the report in the list.
3. Select Edit.
4. Modify the report.

Edit from Reports center

1. Go to Reports center > All > Advanced > Custom reports.
2. Find the report in the list.
3. Select Edit.
4. Modify the report.

Modify the report

There are multiple steps, each with its own page. The steps are based on your previous selections.

1. Follow the steps or go directly to the area you want to modify.
2. Use the dropdown list or select Next to go to the page to be modified.
3. Apply the available editing options, as necessary.
4. Save the report after you complete the modifications.

Editing options

The most common options for editing a report are shown in the following table.

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.