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Custom Reports - Overview

Create, search, and edit Custom Reports to be made available to every project in your organization.

Company Reports can be created in the Admin > Reports tool. These reports will be made available in all projects Reports tool. These reports will show up under the 'Reports Made for this Company" section-

 

Project Reports can be created for just a certain projects use. When you open a project > go to the Reports tool > and you will see a blue 'Create Report' button. This will allow you to create a report that is just accessible in this project. The report will fall under the 'Reports Made for this project" section-

 

 

-Reports can be edited by clicking the pencil icon on the report

 

-If you would like to copy a report that is created, you can click the Copy icon on the report of choice

 

-If you would like to delete a report, you can click the trach bin icon near the top of the report-