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How do I customize and add custom fields to my Report?

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  1. Click 'Reporting' from the Left Navigation Menu (A list of available reports will be displayed).
  2. Click 'New' from the Reporting panel to begin the Report creation wizard.
  3. The Report Wizard will be now be displayed on your screen. Click 'Next' to continue to the next step.
  4. Enter the name and description for your report.
  5. In this example, we will create a report that contains a list of contacts who live in Canada.
  6. Click 'Next' to continue to the next step.
  7. The Search Query construction page is a powerful feature that allows you to customize a search that specifically pulls out the data that you need.
  8. Report Search Options allows you to customize the width of your report fields, the time proximity of the information and the number of results to be shown.

    • Set Result Fields: The set result fields panel allows you to customize the fields that are displayed in the search results. You can add any field that you would like to see by first selecting it from the left panel and clicking the '->' arrow to have it displayed. Conversely, select any fields you do not want displayed and click the '<-' arrow to remove them from your report. Here you can also adjust the field widths of the results so that everything neatly fits into your generated report.
  9. You have now completed the report wizard! Click 'Finish' to generate your report.