Overview
The Custom Report section is where Admins can create specific reports that are tailored to their exact needs. Using this feature you are able to design the report from the ground up and to your exact specification. In this article, we will cover how to enable Admin access to this feature as well as how to create these custom reports.
How to enable Custom Report Access
Login to Super Admin Portal.
From the left navigation panel, select Manage Admins
Click on the admin you would like to add these privileges to, select the permissions option, and select the new permission CUSTOM REPORTS.
Once you have confirmed the option is selected (option will have a checkmark next to it), select save user, and Admin will now have access to creating Custom Reports.
How to create Custom Reports
Login to Admin Portal.
Click on Manage → Custom Reports from the left navigation panel
Click on the Create Custom Report Form button
On this page, you are able to design your new custom report.
On the right side of the page is a toolbox that has various options including Attachments, Peoples, Vehicles, and Account control options. Selecting from these options allows you to display these controls within the final report form.
As per your report requirements, you can drag and drop the tools from top right control toolbox to left area and design your report form. Once options have been dropped you can edit these options by selecting the edit option on the top right of the tool.
When you are done designing your report, press the save button and it should be added to the list of current custom report forms.
To delete a report form, simply press the trashcan delete button.
To edit a report form, simply select the report name from the list.