Reports can give you insights into important details about assets and accounts within the system. Custom Reports can be formatted and designed as per the requirement of the users.

Procedure:

  1. Go to Analytics→ Report Designer on the top right corner.
  2. Choose between Existing Custom Report and New Report.
  3. Fill in the required details such as Report Name, Report Type and Report Category → Next.
  4. Select the Base Data to Define Data Points → Next.
  5. Modify parameters as per your requirements by applying appropriate conditions → Next.
  6. Select Chart Type for Visualization if required.
  7. Click on Finish.


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