How to create a custom report

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!

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