How do I create a custom report?

To create a custom report:

  • Access the Dashboard
  • Select the Reports tab from the left side bar
  • Select the custom report button in the Reports tab.
  • Then select the new report button.
  • Select the fields and filters you are interested in
  • Select save and run.

Please note, custom reports are specific to a user log in. It cannot be reviewed or run by other users.



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