Creating Custom Reports

Custom reports allow you to create composite reports utilizing any number of the built-in reports, and those built-in reports can appear in any order within the custom report.  This feature is especially powerful when delivering a comprehensive report to your customers that contains summary information, location and equipment detail, problem documentation, and anything else you want to include.

To create a custom report:

  1. Click the Custom Reports button in the upper-left portion of the Reports window.
  2. Click Add in the lower-left portion of the custom reports window.
  3. Enter a name for the new report in the Custom Report Name field.
  4. Optionally, enter a description for the new custom report in the Custom Report Description field.
  5. Add reports from the Available Reports list to the Selected Reports list by selecting the report(s) in the available list and clicking the right arrow button (the top triangle-shaped button between the two lists).  You can also drag the reports from the source list to the destination list and drop them where you'd like them to appear.

You can select multiple reports at once before moving them.  See the topic on Selecting Multiple Items to learn how to do this.

To remove reports from the selected list:

Select the report(s) you want to move and click the left arrow button (the bottom triangle-shaped button between the two lists) or drag them back to the source list.

To rearrange reports in the selected list:

Select the report(s) you want to move to a new position in the selected list (see the topic on Selecting Multiple Items to learn how to do this).  While holding the left mouse button down on the selected reports, drag them to the new desired location within the custom report and release the mouse button.  This drag-and-drop action is similar to how you rearrange locations and equipment in their tree view.

See the topic on custom reports for more information.