Custom Reports can be viewed, created, edited, and deleted by Account Administrators or any system user with User Role permissions to "Report Access." Saved Reports will be visible by all system users with permission. Custom reports will be listed on the Reports tab in the Saved Reports section. Each time a report is altered, the Report Name, Last Modified By, and Last Modified Date will be updated:
Creating Custom Reports
- Select Reports from the main menu.
- Open a report by clicking the Report Name.
- To filter the results, click +Customize and click Apply.
- To save the custom report, click the gear icon next to the report name.
- Click Save Report As.
- Enter a unique Report Name.
- When finished, click SAVE.
Editing Custom Reports
- Select Reports from the main menu.
- Open a Saved Report by clicking the Report Name.
- Make changes as needed by clicking Edit Filters or +Customize to add or remove filters and click Update.
- To save the report, click the gear icon next to the report name:
- Click Save Report As to save as a new report, enter a unique Report Name, and click SAVE.
- Click RENAME to update an existing report, the Report Name can be kept the same or updated, and click RENAME again to save the report.
Deleting Custom Reports
- Select Reports from the main menu.
- Open a Saved Report by clicking the Report Name.
- Click the gear icon next to the report name.
- Confirm you'd like to delete the saved report by clicking Delete.