Generate Custom Reports
Author: Burt Lancaster
Updated: 4 years ago
Select Reports
Click on Custom Reports
Click the Add Button
Select an Area of the System to Report
Enter a Report Name (this will save the report so that it can be accessed from the main custom report menu)
Enter a Report Description
Click on the Reports Fields
Use the Select All or Deselect All to Update All Fields
Pick the Fields You Wish to Display on the Report
Click Generate CSV to Create a File of the Report Data
Click on Preview to View the Report
