Custom Controller Reports

Creating and Using Custom Reports

Custom reports allow you to define specific search criteria to generate reports for particular records in Controller.

Creating a Custom Report

1. Create a New Report
   In the Custom Reports pane, click the + button in the top-right corner.

2. Name the Report
   Enter a name for your report.

3. Define Search Terms
   Set the search terms to filter the records you want in the report.

4. Save the Report
   Click the Save button in the bottom-right corner to complete the creation.

Open

Open

 

Running a Custom Report

1. Select Output Format
   Choose the desired format for the report.

2. Download the Report
   Click the cloud icon to the right of the custom report you want to run to download the file.

Editing a Custom Report

1. Edit the Report
   Click the pencil icon next to the custom report you want to modify.

2. Modify Search Parameters
   Update the search terms as needed.

3. Save Changes
   Click Save in the bottom-right corner to confirm the updates.

Deleting a Custom Report

1. Delete the Report
   Click the trashcan icon next to the custom report you want to delete.

2. Confirm Deletion
   In the pop-up confirmation box, click Yes to delete the report.