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Create a report from saved data queries that use custom objects

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.