Custom reports

Screen reference

Custom reports allow users to define report headers, conditions, groupings, columns, and ordering according to their needs.

What you can do

• Select the object or data type for the report.
• Define conditions to filter the result set.
• Choose grouping fields.
• Select columns and order.
• Run, export, and refine the report.

Environmental consulting example

A custom report can show open tasks grouped by project manager and filtered to projects in the reporting phase.