The Custom Reports library is your central hub for creating, managing, and running report templates. Located within Reports & Analytics, it provides quick access to all saved reports across your organisation.
Custom Reports give you greater flexibility when analysing contract and payment data. You can choose the fields you want to include, apply filters to focus on specific records, and build reports tailored to your reporting requirements.
Reports can be saved for future use, downloaded in CSV or XLSX format, or scheduled to run automatically, helping you access key information more efficiently.
Report types
When creating a report, you'll select one of the following report types:
Contracts to report on contract-related information, such as customer details, contract status, collection schedules, and custom question responses.
Payments to report on payment activity, including collection dates, payment amounts, payment status, and transaction details.
The report type determines which fields are available when building your report.
Report library
The Report library contains all saved reports available to your organisation.
From the Report library, you can:
Search for reports
Filter the report list
Run saved reports
Reports remain available in the library until they are deleted.
While Custom Reports help you analyse your data, changes made to individual contracts or payments can be viewed on the Customer Audit Log within the relevant customer record.
đNote: Only the user who created a report can edit, delete, or manage the schedule for a report. Other users can still view and run the report.