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How do I customise Reporting?
If you would like to customise the fields within Reporting, you can use the 'Column Visibility' button to amend the fields within the report you wish to see.
- From here, you are now able to agree with the customer on which metrics you wish to see on the report by either selecting or deselecting different options.
- You can also use the 'search' functionality if you are looking to create a report on a specific person.
- Once your report has been created, you are able to save it so that it becomes the automatic report displayed once you enter the database and/or export the report onto Excel or CSV.