Client Services

FAQs

Custom Reports

I ran a report, but I’d like to format it. Is this possible?

Yes! Any report that you run in the system can be turned into a custom report. Custom reports allow you to stylize and organize your data. To create a custom report, simply save your report, then navigate to Tools > Reports > Report Search. Find the report you’d like to customize and then on the left-hand navigation, click on “Custom Report”. For more information on setting up custom reports, please contact our support team.

What am I able to customize in a Custom Report?

With the Custom Reports tool, you can change fonts and colors of your text, rearrange data and headers, sort, and rename information. You can also concatenate fields. For more information on setting up custom reports, please contact support team.

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