Custom Reports

In this section, we will cover the following:
a. Creating a Custom Report
b. Custom Report Data Fields
c. Editing A Custom Report
d. Exporting A Custom Report

i. What Is A Custom Report?
This is a report you have built to your requirements and is only available on your account. This is what makes it different from the standard available report.

ii. Why A Custom Report?
We understand your business may have specific requirements, or you may want to view your data in a specific order or way. Customising a report allows you to get everything you need in the exact way you want it.

iii. Who Can Create Custom Reports?
Both the main and sub-user can create custom reports.

iv. Who Can Access My Custom Reports?
The main user can restrict the sub-user’s access to their custom reports but can still access the sub-user’s custom reports.