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Create a report from saved data queries that use custom objects

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Learn how to create a report from saved data queries that use custom objects

You need to create and save a data query first, and then create a report from it.

To create and save a data query, perform this procedure.

1

Navigate to Extension Studio > Data Query in the left navigation menu.

2

Click Create New Data Query.

3

Enter a SQL query into the text box on the Create Data Query page. Here is a query example of querying data from a custom object named “vehicle”: SELECT brand__c, model__c FROM default__vehicle WHERE year__c >= 2021

4

(Optional) Set the query options. For more information about each query option, see Create new data queries.

5

Click Save Query.

6

Specify the query name on the Save Query page.

7

Click Save.