The Custom Reports module provides a design tool that allows you to create, change, and delete custom reports. The report builder interface screen makes it easy for you to select the information you want reported and to arrange the information in the order you want it reported.
For the content of your report, you can select information from a list that includes information from every LMR module (except for Notes). Then, you simply move fields up or down to format your report with the click of a mouse.
Before creating your first custom report, it is a good idea to create a draft report, indicating the fields that you want reported, in the order that you want them reported. This will simplify the work that you need to do while actually working online.
Your personal custom reports display initially. However, a series of filter buttons at the top of the screen can help you locate and view reports created by others. See Using Custom Filters for details. Custom reports created by others can be used as a basis for creating new custom reports.
The Module Preferences button is different than the other filter buttons. It allows you to maintain the list of reports that are available to you when you click the Custom option from the Reports menu. See Maintaining the Target Custom List for details.