Edit custom reports

Overview

You can easily change a custom report's details, sharing settings, and columns. You can also add filters to columns and arrange their order. When you save your changes, the report keeps them for the next time you run it.

Who uses this feature

Administrators and office employees

Feature configuration

Creating custom reports is available only to contractors on the Works package or Legacy/Non-Packaged contractors. Contractors on the Starter and Essentials packages have access to built-in reports.

Things to know

Make sure you have reporting permissions to edit the template the report is based on and to edit reports in the category the report is assigned to. For example, to edit a campaign summary report in the Marketing section, you need permission to edit reports based on the Campaign Summary template as well as permission to edit reports assigned to the Marketing category.
Any changes made to a report are visible to all office employees who have permission to view it.
You can also group and summarize report data to find column totals, averages, total numbers of entries, unique entries, or maximum and minimum values for items in a column.

Edit custom report details

Go to the navigation bar and click Reports. The Reports home screen will open, showing all your reports.
Find the report you want to edit. Click More next to it, then select Edit.
Tip: You can also edit a report after you've opened it. Just click More next to the report name and select Edit.
Make any necessary edits:
1. Name: Give the report a new name.
2. Category: Choose a new category for the report from the dropdown menu.
3. Description: Update the report's description.
(Optional) Adjust the sharing settings. For more details, see Manage report sharing settings.
When you’re finished, click Save Report.

Edit report columns

Your report results appear in a table. You can customize which columns you want to include:

Click Edit Report.
On the Edit Report screen, select the items you want to add as columns in your report and deselect any items you want to remove.
Tip: Start typing the column name in the search bar to quickly find column options.
When you're finished, click Apply.
To use these columns every time you run the report, click Save Changes.
Click Run Report to see your updated results.

Arrange and filter a report

You can customize how your report displays and add column filters to narrow down your results:

Interact with column headers to change how the report displays:
- Drag a column header to change its order in the report.
- Drag a column header and drop it on the bar above the report to group your results by that column. For example, if you drag the Location City header, the results group by city name.
  Note: This feature is not available for every column type.
- Drag the right edge of a column header to change the column width.
Click a column name to sort the report. For example, click a column of dates to sort the report chronologically. An arrow will show you the sorting order.
To filter a column:
- Click Filter next to the column name.
- In the filter menu, use the dropdowns and fields to set how you want to filter the column. For example, if you only want to see invoices with a positive value, add a filter to the Total column. Select Is greater than and enter '0' in the next field.
  - Use the And/Or dropdown to apply multiple filters to a single column.
  - When filtering a column of percentages, use decimals. For example, for 25%, enter '.25'.
- Click Filter.
  
  The table automatically updates, and the filter icon highlights to show that a filter was applied.
  Note: To remove a filter, click Filter and click Clear.
To keep your filters and other settings for the next time you run the report, click Save Changes.