How to create a custom report

This is a step-by-step guide on how to create a custom report.

1.  Navigate to Reports > Custom Reports.

2.  Click Create Report.

3. Select the Report Type, add Report Name, and Description

Note: There are three report types: Users, Jobs, and Job Segments. See What is a custom jobs report vs. a custom job segments report? for additional information. 

4. Once the report is created, click the report name to access the details page.

5. Navigate to Columns > Edit Columns.

6. Click Add Column and select the applicable fields. (see the Custom Report Glossary of Terms for additional information) then click Save and run your report!

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