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Create a Custom Report

Create a custom report using your contract or payment data, allowing you to select relevant information, apply filters, and generate tailored reports.

Written by Gemma Langley

Custom reports allow you to build reports tailored to your reporting requirements. You can choose the information you want to include, apply filters to refine the results, and preview the data before saving.

Create a custom report

  1. Click the Reports & Analytics tab on the left-hand side.

  2. Within the Custom Reports section, select View Reports.

  3. Click Create Report.

  4. Enter a report name and optional description.

  5. Select Contracts or Payments.

    • Contracts for contract and customer data.

    • Payments for payment and transaction data.

  6. Click Next.

📌Note: The report type determines which fields are available when building your report.

Select report columns

Report columns determine the information included in your report.

  1. Within Available Fields, use the search box or browse the field categories.

  2. Locate the field you want to include.

  3. Select the field to add it to the report.

  4. Repeat for any additional fields you want to include.

  5. Within Column Order, drag and drop fields into the required order.

  6. Rename fields if required.

Available fields are grouped into categories, such as Contracts, Payments, and Custom Questions. The order of the selected fields determines how columns are displayed in the report output.

Select report filters

Report filters help you narrow down the records returned in your report.

  1. Within Select report filters, click Add condition.

  2. Select a field from the Column dropdown.

  3. Select the required condition from the Operator dropdown.

  4. Complete any additional filter criteria displayed.

  5. Repeat as required to add additional filters.

You can apply multiple filters to further refine the report results.

📌Note: If you remove a field from the report, any filters applied to that field are also removed.

Preview and save

The Preview panel is located on the right-hand side of the report builder and shows a sample of the data returned by your selected columns and filters. Use the preview to confirm the report contains the expected information before saving.

  1. Expand Export Settings and choose whether to include column headers.

  2. Click Preview and review the report results.

  3. Click Save or Save and Download.

Save stores the report in the Custom Reports library so it can be run again later, while Save and Download stores the report and generates the report output immediately.

📌Note: The preview doesn't update automatically when changes are made. Click Refresh within the Preview panel to generate an updated preview.

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