This article is intended for: users with access to Reports.
Use this article when: creating a report to fit your custom needs.
From inside any of the Report sub-tabs, select the Create Custom Report button in the top right corner. Fill in the following information:
- Report Name - Give your custom report a unique name
- Description - Provide a description of your custom report
- Choose Report Template - Select one of the Standard Reports or ERP Reports as a starting point
- Share Report - If toggled to yes, your report will be saved to the Custom Reports tab, where it's accessible to everyone in your organization.
The template selection will determine the column format, sorting, grouping, and filtering options that will automatically be applied to the new report.
Note: You can also create a custom report by selecting a report template. Learn more with this article: Operational Budgeting - Customize a Report
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