Custom-Reports: Difference between revisions

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  This page is about the menu REPORTS > CUSTOM REPORTS
  This page is about the menu REPORTS > CUSTOM REPORTS
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==General==
=Summary=
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You can create your own custom reports based on the criteria you want to extract.  
You can create your own custom reports based on the criteria you want to extract.  


Custom reports can be exported to Excel or .csv and send automatically via Email using the "Routines" function and you can also add them to your Dashboard.


For the other settings please use the context help<span style="color:#019cde;“ >{{#far:question-circle}}  </span> for each setting.
We provide also a wide range of preset standard reports which you can generate in REPORTS > STANDARD REPORTS
== Set up ==
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= Set up =
1. Create a custom report
1. Create a custom report
*Enter a "Report Title" which is the name under which the report will be stored.
*Enter a "Report Title" which is the name under which the report will be stored.