To create a Custom Report:

  1. Select "Reports" then “Custom Reports” from the left navigation panel.

  2. Select the Create New Report dropdown menu.

  1. Select a specific Custom Report type to create. To learn about the different Custom Report types, click here.

  1. Enter the required “Report Basics” information. 

  1. Utilize the “Filters” section to add filters.

  1. Select options from the "Columns" section to be added to the report. 

  2. Select “Generate Report”.

  3. A generated report preview will display. Use the Action button to Export the report, or proceed to Save the report.

  1. When "Save Report" is selected, you will be prompted to name the report, enter an optional description, and set the visibility settings for the report. Select "Save Report" to proceed.