Report Customization

  1. Go to Home > Menu > REPORTS > Saved reports.
  2. From the Saved Report List, choose and open a based report that you want to use to copy and create your customize report.
  3. Tap on Menu > Copy.
  4. Enter the New Report Name > Save.  This will create the new saved report.
  5. Then open the new saved report and tap on the list icon to display the options for the report customization.
  6. You can now update the filters, sorting, and the columns to be display.
  7. Once you have finish the setup, Tap on “save” button to save the setting to the newly created custom report.