Reports: Custom Report

The following article will walk you through how to run a Custom report for a specific date range. This is useful if you need to run a report only once, or if you need to pull a report on a non-standard date range.

Note: You must have at least Can Edit permissions in order to create or modify report settings for a location. If you need these permission please contact the Admin for the location and request access.

1. Log into your account and locate the Location to which you want access Reports.

2. Expand the location menu and select the Reports option.
   
   

   Open

   

    

3. To start the process of creating a new report, click the Schedule Report button.
   
   

   Open

   

4. Start by selecting the Report type in the dropdown and giving the report a Name.
   
   

    

5. Under Frequency, select Custom (One-Time).
   
   

    

6. Use the date range control to setup the date range you want the custom report to cover.
   
   

    

7. Optional: You can then customize any additional report parameters you want, such as customizing the Recipients list.

8. Don’t forget to Save when done.
   
   

    

9. After saving your report, it will be shown in the list of Reports on the Reports screen. It will take a few minutes for your custom report to run, at which time the recipients will be notified by email.