What if my Custom Report needs NEW customization?

If you need a custom report updated with new or alternate customization, you will need to contact a trusted Reports Partner for new or additional customization. Navigate to the LOCATE Partner Marketplace to review the list of our custom report development partners.

NOTE: LOCATE does not update or add to custom reports they previously created.

What if my Custom Report has a bug?

You will need to get in contact with whomever developed your custom report, to assist with this. We have developed several options right within the Custom Report page to help you contact your developer directly. See options below.

Banner with Developer Contact

On any Custom Report, there is a banner across the top to alert users of the development partner. This could be LOCATE or an external Developing Partner. If the report was developed by an internal developer within your company, then no banner will appear.

NOTE: Report Partners are only recorded on the report when its uploaded via a support session. If a partner is internally developing a custom reports they should log into the instance via a support session, rather than with a local/user account. The report will still show up in the custom folder, but no banner will appear indicating who developed the report.

Emailing a copy of the report to Developer/Support

When running then emailing a report (even if from another module), the developer/support email is available in the “to” options so users can email the report to the support partner.

Unable to run report, but need to contact Developer/Support

The “Email Support” option under the Action menu in the Report module in case the report cannot be run at all and they need to contact report support. (the other email actions are dependent on the existence of a report file) – BUT this will prompt users to use the other email option if they *can* run the report.