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Create a custom report

In this article we guide you on how to create your own custom report.

Neha Joshi avatar
Written by Neha Joshi
Updated over 3 months ago

If you need to create a custom report, please follow the below steps:

  1. Click the Help tab, select Reports, and then click Custom Reports.

  2. Click New Custom Report, then using the dropdown lists, select the system areas you would like.

  3. Click Next, then use the dropdown boxes and text fields to add filters to your report.

    ๐Ÿค“Tip: The more specific you are, the more accurate the report is.

  4. Click Next, then name your report.

  5. Select whether you would like to:

    • Save for later and return to reports home.

    • Continue and schedule the report once.

    • Continue and schedule a recurring report.

  6. If you're scheduling the report, enter a date and time to run, then select the frequency to run.

  7. Click Finish. Your report then runs.

๐Ÿ“ŒNote: It may take some time to run the report.

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