Custom Reports

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Custom reports are used to setup and design a custom report template which can consequently be run again, printed and/or exported in various formats.

You can add a new custom report by:

CustomAdd

1.Right-clicking the Custom folder and typing in a new name for your report. Then double click the new report.
2.Now click Report menu and then Design

CustomDesign

3.Pick File-New in the designer, then chose Standard Report Wizard

CustomNew

4.Complete the wizard and click Finished

CustomWizard

5.Make any necessary further enhancements to the template, then click File-Exit
6.Click the Report menu again and then click Save

CustomPreview

You now have a template which you can use and run any time in the future to produce the newest and most up to date information and export it to Excel, PDF and various other formats using the toolbar menu provided.