This is a step-by-step guide for creating custom reports.
For this example, we have created a generic Substitute Pay Report. You can customize any report with the Add Column tab.
1. Navigate to Reports > Custom Reports.
2. Click Create Report.
3. Select Report Type, add Report Name, optional Description and click Save.
Note: See What is a custom jobs report vs. a custom job segments report? to learn more about report types. Job Segments is the most commonly used report type.
4. Click the Report Name > Columns > Edit Columns.
5. Click Add Column and edit column fields by clicking the corresponding drop down.
a. Use X to delete
b. Move the column order with ^ and v arrows
Click Save and run your report!
