In addition to the provided Custom Reports, users with Reporting permissions can build their own on-demand reports.
To generate your own report:
- Go to Reporting and select Custom Reports from the left navigation menu.
- Select the date range from the Order Date field.
- Click the Column Filter drop-down menu.
- Select the carets next to view all columns in that category and check the boxes next to the columns you would like in your report.
- The data will automatically populate.
To download the report:
- Hover over the upper right corner and select the ellipses (…).
- Click Export data.
- Select Data with current layout and click Export.
- The report will be in the Downloads folder of your device.
To save the filter selections:
- Click Save Filter to save the current selected filters.
Note: Filters will be saved for all users with Reporting permissions. If a user saves new filters, it will override the previous filters.
Note: Custom Reports are pulled on demand and are not reconciled. For financially reconciled data, please see your standard Monthly Reports.