Designing a Custom Report

Find out how to design a custom report with the Advanced Reporting feature

Jose avatar
Written by Jose
Updated over a week ago

You are able to create as many reports as you require to help keep you and your team organized and up-to-date. While your Expiration Reminder account already comes with default reports to help you get started, it's possible to design a report that suits your needs more specifically.

Create a Report

You do not need to create a new report to design. You are able to design any default reports which were already in your account as well.

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

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

When creating a New Report, you'll be prompted to enter the Report Name and also select a Report Type. For more information on Report Types - we have a detailed list linked here: What are Reports | Expiration Reminder Help Center

Designing your Report

On the Report Design screen, you can select which Columns to show in the report on the left-hand side.

If you would like to group your Report Results based on a variable (examples, group by category, group by contact, group by expiration day, etc) you can select this from the Groups section on the left-hand side as well.

You can view the report as it is if you don't require any further filtering. Or you can apply filters to this set of columns to narrow the report.

To apply a Filter to the report, you can do this from the Filters section above the report results. Once the Filter Rules are in place, you can click the "Apply Filter" button.

To run the report, click on Run Report.

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.

For more helpful articles on Expiration Reminder's Advanced Report feature, you can view our other Help Articles linked below:

Renaming or Reordering Columns in a Report

The name that's shown on the report columns can be renamed to any other label that's desired.

To do this, click on the drop down menu for the column and click on Set Column Name.

From here you may enter the new column name of your choice and then click Save. Bear in mind this change only applies to the report, and not to any account settings.

From the drop-down menu where you found "Set Column Name" you are also able to sort and move your columns.

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