Add to Built-In Account Report Structures
Comments
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Hi,
How to customize the built-in reports in the Accounts Folder ? The reports in question use Account Data Source as the source. Is it possible to add some custom fields to this data source ? I would like to create a few custom fields which will be tied to the user account. Is this possible ? If so what would be the best method for achieving this?
Thank you.
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Hi,
Instead of editing the Structure, I would recommend editing it.
Please, see this documentation and let us know if you have any questions:
[url=https://documentation.decisions.com/creating-entity-extension/]https://documentation.decisions.com/creating-entity-extension/[/url]Thanks,
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Hi,
I looked at that but did not know how to extend the ‘Account Data Source’ since it is a reporting element. If I extend the Accounts.Account type will that be available in the ‘Account Data Source’ reporting source?
Thank you.
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Hello,
You would want to extend the Accounts.Account type (DecisionsFramework.ServiceLayer.Services.Accounts.Account) and then report on the custom data structure you created. You cannot extend ‘Account Data Source
Thank you.
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