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Saving custom reports

If you want to customise a report even further, export the report to Excel and make the changes there.

Here are some things you can do:

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You can easily change the look and content of existing reports. For example, you can filter the type of information that appears, add additional columns and change the appearance.

You can customise a report for once-off use and print it immediately, or if If you want to retain a report’s modifications, you can save it as a custom report. When you save a custom report, it appears Custom reports appear in the My Custom Reports tab of the Index to Reports window. See Saving custom reports.

There are a number of customisation tasks you can perform.

Task
Filtering and sorting data in a report
Adding and removing data columns in reports
Adding text and graphics to a report
Changing the report background
Task
Filter and sort data
Add and remove data columns
Add text and graphics
Change the background or add a watermark
Edit report elements
Save or delete the customised report
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Producing reports

Displaying a report

Filter and sort a report

Add and remove report columns

Printing and emailing reports

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