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Process for Designing a Custom Report for Advanced Analytics

For more information about the availability of this feature, contact your Account Manager.

To begin a new report design, navigate to the top left-hand corner of the screen and click Reports > Classic Designer View.

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Access the same design screens to modify an existing report design by selecting the Design menu option, located at the top of an opened report.

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There are six menu items located on the left side of the design screen:

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The Design menu option contains the most features used to define your report or template.

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