Want to know what Report Filters and Columns will do in your report?
Click the (i) icon to read a description of each item
Easily search for Report Filters and Columns using the search text field
1. Click Reports from the system navigation bar
2. Click the Custom Reports tab located near the top left corner
3. Click the New Report button located near the top right corner of the main screen
4. Type report name...
5. Select a Folder in which you would like to store this report (optional)
6. From the Report Type options below, select which type of report you wish to build
Hover your mouse cursor over each report type tile to read more about what results this report type will return
7. Report Type box will turn green when selected
8. Scroll down and click Next to advance to the next screen, "2. Report Filters"
9. Locate and select all desired Report Filters from the list of filters on the left
Use the text field to easily search for and locate desired filters
10. Selected Filters will be added to the report and displayed on the right under Selected Filters
Rearrange the order of the filters by clicking and dragging them vertically
11. Once all desired filters are selected, click Save Filters to advance to the next screen, "3. Report Columns"
12. Locate and select all desired report columns from the list of columns on the left
Use the "Select columns by type" drop down list to view report categories for additional Report Column options
13. Selected Report Column will be displayed on the right under Selected Columns
Rearrange the order of the columns by clicking and dragging them vertically
14. Once all desired columns are selected, click Save Columns to save your report and advance to the next screen, "4. Run Report"
15. Run your report