Report Builder lets you create, run, and manage custom reports to keep your data organized, up to date, and easy to access. Navigate to Reports > Custom Reports to get started.
Organizing Reports with Report Groups
Use Report Groups to categorize your reports, for example, Financial, Household, Recreation, Travel, or Other Programs. Report Groups are displayed alphabetically in the list, making them easy to find as your library grows.
Managing Your Reports
From the Report Builder view, you can:
Add a new report: Click the Add New Report button within any report group to create a new report
Run a report: Click the Run Report button to generate results with one click
Edit a report: Click the Edit Report button to update filters, columns, or settings
Move a report: Use the Move button to drag a report into a different report group
Delete a report: Click the Delete button (trash can icon) to remove a report you no longer need
