Edit custom reports

Update reports on the Custom tab, or add a new one based on an existing custom report by giving it a new internal name.

Update an existing custom report

  1. Go to Reports, then click All Reports.
  2. Click Custom.
  3. Click to open the report you want.
  4. Apply the report settings you want to save for reuse.
  5. (Optional) Click into the report title to give it a new title.
  6. Click Save As, then click Custom.
  7. Keep the same name (internal reference).
  8. (Optional) Select Make this the default view for this report. This gives your custom settings to this type of report (eg Balance Sheet), whenever someone runs it from now on.
  9. Click Save.

Create a new custom report from an existing one

  1. Go to Reports, then click All Reports.
  2. Click Custom.
  3. Click to open the report you want.
  4. Apply the report settings you want to save for reuse.
  5. (Optional) Click into the report title to give it a new title.
  6. Click Save As, then click Custom.
  7. In Name, enter a new internal reference for the report. This will create a new custom report when you save it.
  8. (Optional) Select Make this the default view for this report. This gives your custom settings to this type of report (eg Balance Sheet), whenever someone runs it from now on.
  9. Click Save.