What is the final step in the custom report creation process?

The final step in the custom report creation process is to review the new custom report. This step is crucial as it allows you to ensure that the report meets the intended requirements and accurately reflects the data and metrics you wish to analyze. During this review phase, you can verify that all data is displayed correctly, check for any errors or discrepancies, and assess the overall layout and usability of the report.

Conducting a thorough review helps to confirm that all previous steps—such as defining report options, adding formulas, and ensuring that the report aligns with business needs—have been implemented correctly. It is also the opportunity to make any necessary adjustments before the report is finalized and distributed for use within the organization. This step ultimately guarantees that the report is effective and serves its purpose in aiding decision-making processes.