Using the FAST Page Builder Creating, Formatting and Circulating your own Custom FAST Reports so that your user groups can see exactly what they need to!

Creating Custom FAST Reports…. Not as complicated as it sounds! Can format exactly as your end users need Have the exact same functionality, look, feel and flow of all baseline FAST Reports -> your end users won’t know the difference! Build in any level of security Give access to only those user groups you decide!

Questions to consider before starting: What values should end users be able to filter by Are any values ‘mandatory’? How do you want the report to display? Who should see what? Should any data elements be restricted Should all or any of the Advanced Options be enabled? What groups of end users be able to see and run this report?

Locating the Query This is the only semi-technical part… there are many ways to create a Query to use in the FAST Page Builder. You can create a Query using the Object List, the Graphical Query Builder, ask your own IT unit for support, or email Customer Support for help! Once you have a query, you are ready to roll! customersupport@mcsl.com

Let’s Get Started on the Custom Report! Necessary Roles: Application or Site Level Admin Role OR Application Level Page Builder Role Before you begin: Have a clear image of what the final report should look like Know who you are building it for and what purpose it will fill

Just when you think you’re done!... Final Steps not to be missed: Final Page Level Admin Migrate to Production Approve the Report Add to a Menu Node Don’t forget Menu Access