Customizing Reports

Oftentimes an existing Quick Report will get you exactly what you’re looking for, but did you know that they can also be used as building blocks to make your own custom reports? Let’s learn how we can make changes to Quick Reports to create our own unique reports that we can use over and over again, and even share with others in our organization.

To begin creating a custom report:

Navigate to Reports > Quick Reports.
Click on the name of a report that is most closely related to the type of report you'd like to create.
Use the filters to create your customizations.
Select the magnifying glass icon to apply your customizations.
Select "Save to My Reports."
Name the Report.
If you wish to make the report available to others, check the box for "Share with others."
Select "Create new My Report."
Reports will show up under "My Reports."

Product Fruits

Next to each category listed in the Quick Reports and My Reports sections, there is a button that says "Create custom." Click on the "Create custom" button next to the appropriate category, and use the filters in the same way outlined above to create a report to your specifications.

Customizing Reports

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