The Custom Report Designer lets you build reports tailored to your specific needs – choose the data fields you want, group and sort them, then generate and save the result.
Steps
- Go to Reports → Custom Reports.
- Select the Report Type and optionally choose a Group By criteria to organise the data.
- Select the fields you want to include in the report.
- Drag the arrow icon on each column to reorder them as needed.
- Click Generate Report.
- Click Save to keep the report or Discard to remove it.
Tip: Saved reports are accessible under Reports → Saved Reports so you can re-run them at any time without reconfiguring.