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Customizing a Report

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Reports with the option to customize allow the user to modify the placement of information on the report.

  1. Click on the Report button on the main toolbar.

    The Report window opens.

    Click here for more information on the Reports window. Click here for a full list of available reports.

  2. Select the category and the report to be customized.
  3. Click on the Customize button.

    The Customization window opens.

    Click here for more information on the Report Customization window.

  4. Make the necessary changes to the report.

    Click here for more information on changes that can be made to the report.

  5. Click the Save button.

    The report is saved with the name the user has given it under the same category in the reports window.

  6. Close the Customize window.

You can download the Screencasts (online video demonstrations of the functions with narration) by clicking on the icon.

Flash Video

MP4 Video