If standard report snapshots are not providing the information that you need, you can create custom report snapshots to be displayed in dashboard portlets. To create a custom snapshot, customize a standard report that currently generates snapshots, and create a snapshot of the customized report when you run the report.

You can create custom report snapshots only from reports that currently are used to generate standard report snapshots.

To create a custom report snapshot:

1. Open the report you want to customize.
   
   
   • Go to Reports > Reports Overview, find the report to customize, point to it, and clickCustomizenext to its name.
     
   • If the report is displayed in a report snapshot portlet, clickView Reportin the portlets menu, and then clickCustomizein the reports footer area.
     
2. Use the Report Builder to customize the report.
   
   IMPORTANT: By default, when users click a custom report snapshot link to view detailed data, drill down goes to the standard detail report, not to a customized detail report.
   
3. ClickSaveorRun Report.
   
4. On the report results page, click theCreate Snapshoticon
   
   NOTE: TheCreate Snapshoticon is always visible, but is only enabled for custom reports that display results data.
5. On the Customize Report Snapshot page, define layout options for portlets displaying this custom report snapshot.
   
   
   1. Enter aPortlet Titlethat will be displayed in the header bar of this snapshot's portlet.
      
      The title must be unique.
      
   2. On theListsubtab, select at least two columns you want to display for each version of the portlet, narrow and wide, by checking the box next to each label name.
      
      The narrow version of the portlet can display only two columns.
      
      The wide version shows only when the portlet is positioned in the center column of the dashboard.
      
   3. On theGraphsubtab, select the columns of data to show in the graph's X and Y axes.
      
6. ClickSave.
   

This snapshot is now available for you to add to a dashboard portlet. When a custom snapshot is displayed in a portlet, you can clickEditto make changes.

NOTE: If you receive the error message This record already exists when you clickSave, it means there is a previously created custom snapshot that has the same name. You can change your report snapshot title or delete the previously created snapshot