Creating custom reports in Expiration Reminder helps keep your team organized and up-to-date. While the account comes with default reports, you can easily design a report tailored to your specific needs.
Creating a New Report
Step 1: Access the Reports Section
- Navigate to your left sidebar menu, access Reports.
- Click "Custom Reports"
- Once on the Reports page, click the green +Add Report button in the top-right corner.
Step 2: Enter Report Details
On the new screen prompt, fill in the Name, Template and Description of your report - and click "Create" when completed.
- Report Name: Enter a unique name for the report.
- Template: Select the type of report you need. For a full overview of available template types, refer to the detailed list of Report Templates: Report Types | Expiration Reminder Help.
How to Design a Report
- To design your new report, click the "Actions" button on the right side for the report, and then click "Design" in the drop-down menu.
- On the Report Design screen, you’ll see a drop-down menu called "Columns". Use this menu to add details to your reports.
- Report designs are flexible and can be adjusted at any time. We recommend experimenting with different options to find the report format that works best for your needs.
Step 4: Apply Filters (Optional)
To narrow down the data in your report, you can apply filters.
- Set your desired filter rules and click Apply Filter.
Step 5: Run the Report
- Once you've designed and filtered your report, click Run Report to generate it.
- It is important to click Run Report, as the data displayed during the design stage is only a preview snapshot.
Exporting a Report
Once you have chosen to 'Run Report', the next screen will be your Report View - it is here where you are able to Export your Report, either to an Excel or PDF format.
Reordering Columns in a Report