Add a CRW report

You create a Custom Report Writer (CRW) report using the Custom Report Writer Wizard (CRWZ). The Wizard utility walks you through the steps of creating a customized report.

This short video shows you how easy it’s to create reports with the Custom Report Writer Wizard:
Create a custom report.
Subscription Customization Services or Platform Services
Regional availability

All regions
User type Business with Admin privileges
Permissions Custom reports: List, View, Edit, Add, Delete

1. Open Custom Report Writer—CRW

  1. Open Custom Report Writer (CRW) in the following ways:

    1. Go to Reports > All > Advanced and select Add (circle) next to Custom reports.

    2. You can also access CRW from the Platform Services or Customization Services menu.

  2. Select Add in the upper right corner of the window.

  3. Continue to Create the report with the Wizard.

2. Create a report with the Wizard—CRWZ

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

You can create a CRW report using data from standard and custom fields.

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 (Arrow, that when selected, turns downward and expands to show related items. Selecting the arrow a second time hides the list of items.)

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:

  1. Select a primary data source.
  2. Add columns to the report.
  3. Add calculated columns.
  4. Specify the column order.
  5. Add column totals.
  6. Sort columns.
  7. Filter the report.
  8. Enable grouping.
  9. Group columns.
  10. Set report period and title.
  11. Define chart output.
  12. Include runtime prompts.
  13. Save and add the report to a menu or dashboard.
After creating a report, it's listed on the Custom reports page and in the Reports center.