The Reports setting lets you upload a customized XML template to use with certain internally generated reports, such as pack sheets. This is optional.

To upload an XML template, follow these steps:

  1. Click Settings from the accordion menu, and then click Preferences.
  2. Click the General tab.
  3. Click Reports. The User Defined Reports page appears.
  4. Click Browse to locate the report source XML, and then click Upload.
  5. When a report has been uploaded, the following message appears, “You have a custom report definition uploaded. Click Remove if you want to remove an uploaded report."
Note: For information on using this feature, contact the Salesforce Support team.

The following table describes the parameter fields and buttons on the User Defined Reports page.

Fields and Buttons Description
XML icon Opens the CustomReports.xml.
Remove Button Removes the uploaded custom report.

External Items

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