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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.


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.


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


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

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