The Report Builder feature allows you to create a custom report template and then save that template for future use. Access the Report Builder from Reports > Report Builder.

This opens the Report Builder Templates window. Open an existing report template by double clicking it. Create a new report using the Plus button. Creating a new report consists of three steps, which are listed below.

To create a new report, begin by naming the report template and choosing the type of record to be used in the report. The Record Type chosen will determine the columns of data that can be included in the report. Click Next to advance.

Add the columns of data to include in the report. Use the Columns dropdown to select a data field. The dropdown list can be long, so use the search box to show only relevant data fields. Click Add Column when you've identified the desired data. Continue this process, adding each column of data for the report one at a time. When all data columns are added, click Next to advance.

To change the order of the columns in the report, click the Sort button and then drag the columns into their desired order. When done, click Done Sorting.

Use filters to include only relevant data in the report. You can include as many filters as needed to obtain the correct data. Add the filter fields in the same manner as you did for Step 2. Choose the column using the dropdown and then click Add Filter. Once the filters are added, specify the filter value. Date filters have several built in settings, such as last week, last month, etc. Other filters will filter the data based on the text or numbers added to the filter.

Click Generate to create the report and download a CSV file to your computer. Click Save and Close to save the report for later use and return you to the Report Builder Templates window.

Create Standard Reports

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