Creating a custom report
Find out how to create a custom report
Jose avatar
Written by Jose
Updated over a week ago

As many as needed reports can be created in Expiration Reminder.

To create a report, click on Reports on the top menu.

The click on the New Report button. On the new screen enter the following information.

  • Name: the report name.

  • Report type: enter the source for of data for the report.

Then click Save. On the report configuration screen, select what columns to show in the report on the left.

To group by a column, select it from the Groups section.

To apply a filter to the report, you can do this from the Filters section.

To run the report, click on Run Report.

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