Customising reports

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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.

If you want to retain a report’s modifications, you can save it as a custom report. Custom reports appear in the My Custom Reports tab of the Index to Reports window.

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:

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