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  1. Custom reports—This tab includes a list of reports that you’ve customized and saved for future use. This tab also includes any reports that other users in your company have customized and shared with you.

  2. NOTE: When viewing a pre-defined or customized report, you can adjust the date range and account number selection

  3. If you're going to customize several Report templates, it may be handy to put them in different subfolders (e.g. a subfolder for regular Reports and one for minimum Reports). We recommend copying the …

  4. This chapter explains how to set up reports for previewing and printing and then, first from a user’s point of view, how a report is processed for previewing or for printing, and the forms that are used to …

  5. The Easy Report Builder makes it simple to create customized reports. Find all your custom reports in the Easy Reports folder in the Report Center. From the navigation bar choose Reports > Easy …

  6. To create a new custom report, click Create New Custom Report. We have included a quick video tutorial for your reference. Carefully review the type of report you need and then click Start Report.

  7. Aug 2, 2018 · Click on the “Data Exports, Reports, and Stats” hyperlink located on the left navigation bar. Click on “Create New Report.” Enter a Name for the Report. All Users refers to all users that …