Creating and Configuring a Custom Report

Roles: Admin, Billing Managers
Last updated: January 2020

Custom reports allow for reporting on specific data points as well as configuring the report format for your specific needs. The column types included, as well as ordering, and data formatting can all be adjusted.

Draft Overview

  1. 'Property'-type reports must be run after first navigating to a property
  2. How to run a default report
  3. Creating a custom report (Add or clone)
  4. Adding columns, changing column order
  5. Modifiers
  6. Scheduling
  7. Sending (email & ftp)
  8. API