Custom Reports

The Custom Reports section lists a selection of useful reports which may be viewed by everyone (or restricted to certain access-levels where needed).

Once a Report is selected, some filters or parameters may be added (based on the specific Report's setup).

The example below shows the first page of the list of available reports (Left) and the view of a specific Report that was opened (Right).

(examples - click to enlarge)
Custom Report List Custom Report Example

Report data may be copied directly or exported to a spreadsheet (like Excel) or PDF format as needed.

As a new client you will be able to use the existing set of custom reports tailored to industry specific needs, these reports will continue to improve for everyone as our clients give us feedback.

There is a large base of standard reports deemed useful from experience, but the "Custom" means that any additional reporting requirements can be accommodated.