Create a Custom Report in Accessibility Mode

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.

• 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 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.
• 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—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 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 to display your report data in a chart. Charts are available only for summary and matrix reports.