How to create a Custom Report.

Create a Custom Report:

1. Go to Reports and choose the type of report you want to act as the base report.
   
   
2. Choose the columns to appear in your report by right-clicking on the column header section.
   
    
    
   
   
3. Add an aggregate field to each column of the report by selecting an aggregate value.
   
    
    
   
   
4. Create a date filter if needed by right-clicking on the column header section and going to the Filter section.
   
    
    
5. Create filters for individual columns by clicking on the filter button below each column header.
   
    
   
   
6. Adjust the column order by dragging and dropping the column header. 
    
   
   
   
   
7. Click Create Custom Report and select an appropriate name for the report then choose the user roles to share the report with from the Share Report dropdown menu.
   
    
    
8. Click the Save Custom Report button. Now the custom report will appear under the CUSTOM REPORTS section. You can select the report and load it anytime.