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Navigate: Custom Report Template

Click the Custom Report Template

Field Selection: Choose the fields you want to include in your custom MIS report.

Select Fields: Click on the fields you want to include.

Unselect Fields: Click again on the fields you want to exclude from the report.

Apply Filters: Use the available filter options to customize the data in your report.

Status: Filter data based on the current status of the applications.

Application Date: Select a date range for the applications.

Agent: Filter data by the agent handling the application.

Proprietor: Choose to filter data by the proprietor's name.

Class: Filter based on the class of the application.

Entity: Select the entity type to filter the data.

Recurring Alerts: If you want to generate the report automatically, you can set up recurring alerts.

Enable Alerts: Use the toggle button to enable recurring alerts.

Set Frequency: Choose how often you want the report to be generated (e.g., daily, weekly, monthly).

Save Settings: Save your alert settings to ensure the reports are generated and sent automatically based on your preferences.

Regular Updates: Review and update your custom MIS template regularly to ensure it meets your current reporting needs.

Detailed Review: Carefully check the fields and filters to ensure accurate and relevant data in your reports.

Manage Alerts: Monitor and manage your recurring alerts to avoid missing any important reports.