We have discussed many topics in this chapter related to creating a report, which include:
Report permissions
Report folders
Folder permissions
Report components
Standard reports
Report types
Well, let's start creating a simple, custom report, and from now onwards, we'll just call a custom report as report.
The necessary steps involved in creating a report are as follows:
Navigate to the Reports tab.
You will see the report and dashboard folders in the left panel and the recently viewed reports and dashboards in the main area.
Click on the New Report… button.
Click on + in the Accounts & Contacts report type category.
Select Accounts.
Click on the Create button in the bottom-right corner.
By default, it will show My accounts with the created date as the present day.
If you have not created...