Creating Custom Reports

Custom reports are created by specifying which data columns (fields) to display, then using the built-in filters and search tools to isolate the data desired.  Once your screen displays the desired data, it can be exported or printed.

Note:  The images below display the options for creating a report from the Catalog tab.  All spreadsheet pages function similarly, but the data and search fields differ.

1.  Start with the Customize View button

2.  Select the data fields you want to include in your report

3.  Use the Basic Search Tools to locate or filter records

Once selections are made, click on Search.

4.  Use the Advanced Search options to filter the data further

5.  Once the Desired Data is displayed, Sort by Column and/or Export and/or Print

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