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