Report Builder

A report builder is a tool that allows users to provide entities and conditions to generate a custom report.

How to Use the Report Builder?

  1. Go to the Main Menu > Reports.
  2. Click on the Report Builder tab
  3. Create a new report by clicking on the Add New button.
  4. Type the name of the report. The name should describe what kind of report you want to generate.
  5. Specify the entity or category of the data.
  6. Select the fields you want to display on the report.
  7. Use the conditions field to filter specific information.
  8. Run the report after you finish adding the fields and conditions.
  9. Save the report.

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