Creating a Field to Base the Report on

If your report is to only show data based on a particular value on a record, you must create a custom field on the object that you want to generate the report on. For instance, if you are setting up a report to show timecard information for projects, you can create a Status Report Week Ending field on the object on which the report is to run. Users who run the report can then edit this value before running the report:

  1. Edit the object on which the report is to be run.
  2. Create a new date field.
  3. Set the name of the field to Status Report Week Ending.
  4. Set the formula for the field so that it generates the current date. For instance, Today().