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How to create a custom report

Overview​

Custom reports let eligible users select a date range and fields, then generate a report dataset for analysis.

Plan and role notes​

  • Reporting availability depends on plan and tenant features.
  • In most environments, custom reporting is available to admin or subadmin roles.
  • Export options can vary by configuration.

Before you start​

Define:

  • report objective
  • date range
  • required filters (clients, employees, statuses)
  • expected audience

Steps​

  1. Open the reports area.
  2. Select the reporting period.
  3. Select the date range and filters.
  4. Choose the fields to include.
  5. Generate and review the output.
  6. Save the report template if needed.

Tips​

  • Start with a small, focused report.
  • Keep filters aligned with operational decisions.
  • Reuse saved templates for recurring analysis.