---
schema_version: "1"
id: 25caa1ef7cd1624ee1ac5bde52c32b43765a40a293452ae7d31d655ef8c954fb
title: Create a Custom Report in Accessibility Mode
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/creating_a_new_custom_report.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.creating_a_new_custom_report.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 6a443acc8d1f3bae96b705e456c95707548ed78ce7ddf7dd55c4cea2bc5bb444
description: You can create a custom report using the custom report wizard.
products:
  - Cross Cloud
release: "264"
---
# Create a Custom Report in Accessibility Mode

You can create a custom report using the custom report wizard.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Essentials</strong>, <strong>Group</strong> (View Only), <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
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        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="vertical-align:top;" id="d38446e82">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d38446e82 ">To create, edit, and delete reports:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d38446e82 ">
              <p>Create and Customize Reports </p>
              <p>AND</p>
              <p style="margin-bottom:0;">Report Builder</p>
            </td>

          </tr>
        </tbody>
      </table>

This topic only applies if you're not using report builder. Report builder is a visual editor for reports.

1. From the Reports tab, click **Create New Custom Report**.
2. Select the type of data for the report, and click **Next**.
    
    To create reports on custom objects, choose the **Other Reports** report type category, unless the custom object has a relationship with a standard object. When the custom object has a master-detail relationship with a standard object or is a lookup object on a standard object, select the standard object for the report type category instead.
    
    To create reports on an external object, choose the **Other Reports** category. To create reports on an external object with a child standard or custom object, select the category containing the custom report type that you created for that relationship.
3. [Choose the report format](https://help.salesforce.com/s/articleView?id=analytics.reports_changing_format.htm&release=264.0.0&type=5 "A report can use the tabular, summary, matrix, or joined format. Choose a format that’s complex enough to capture the data you want to show, but simple enough to communicate it effectively.").
4. Follow the steps of the wizard using the **Next** button. For each report, customize the following:
    
    - Specify Row and Column Headers—On the Select Grouping page for summary and matrix reports, choose the fields by which you want to group and subtotal the data. In a summary report, choosing more than one sort field allows you to subsort your data. For matrix reports, select summary fields for the row labels and column headings. When grouping by a date field, you can further group the data by a specific time period such as days, weeks, or months.
        
        ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/images/icon_note.png)
        
        Note On the Select Grouping page, if you set Group Dates By to "Calendar Month in Year" or "Calendar Day in Month," you can’t drill down to those date groupings in reports or dashboards. Users are taken to the unfiltered report instead.
    - Summarize Data—On the Select Columns to Total page, choose the types of summary information to display for numeric fields.
    - Build Custom Summary Formulas—On the Select Columns to Total page for summary and matrix reports, create custom summary formulas to calculate additional totals based on existing report summaries. A formula is an algorithm that derives its value from other fields, expressions, or values. See [Add a Summary Formula Column to a Report](https://help.salesforce.com/s/articleView?id=analytics.building_custom_summary_formulas.htm&release=264.0.0&type=5 "Before adding a summary formula to your report, be sure to group report data. Summary formula columns require at least 1 group.").
    - Choose Fields—On the Select Columns page, choose the fields to display in the report. You can display only those fields that are visible in your page layout and field-level security settings. If you choose the Description field or any other long text field, only the first 255 characters are displayed.
    - The first 999 characters in a standard rich text area or a long text area are displayed in a report. For custom fields, only the first 255 characters are displayed. If you download the report as **Details Only**, the entire field is available.
    - Order Columns—On the Order Columns page, select the order for displaying the chosen fields.
    - [Limit Report Results](https://help.salesforce.com/s/articleView?id=analytics.reports_limiting.htm&release=264.0.0&type=5 "Set limits to the scope of your report to avoid processing too many records. The built-in choices for limiting your results vary according to the object you’re reporting on.")—On the Select Criteria page, choose the appropriate settings from the dropdown lists, then use the filter options to limit the report to records with specific data.
        
        The report wizard supports up to 10 filters. On reports with more than 10, additional filters are dropped and the report shows an error for any filter logic.
        
        ![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/images/icon_tip.png)
        
        Tip To use a tabular report on a dashboard, first limit the row count by setting the Rows to Display option, the sort column, and the order on the Select Criteria page of the report. You can't use gauge or metric widgets on dashboards using tabular reports.
    - Chart Settings—On the Select the Chart Type and Report Highlights step of the report wizard, [set chart properties](https://help.salesforce.com/s/articleView?id=analytics.reports_chart_properties.htm&release=264.0.0&type=5 "You can add a chart to any report that’s grouped by rows (summary report) or rows and columns (matrix report). The chart properties specify the data that appears in the chart, its labels and colors, and any conditional highlighting.") to display your report data in a chart. Charts are available only for summary and matrix reports.
5. Click **Run Report** to view the report, or click **Export Details** to save the report as an Excel file or other format.

Customizing your reports can require running them a few times as you adjust the report criteria and options. We recommend using a filter that gives you a smaller sampling of data until you’re finished customizing the report and ready to save.