Creating, Loading, and Deleting a Custom Report

Open the Custom Reports Designer  by clicking Reports in the menu bar and selecting Custom Reports Designer

The software will open the Custom Reports Designer window, and a new custom report will be set up and ready for design. If you would like to begin designing another new report, click File in the menu bar and select New Report from the drop-down menu.

Next, select whether this is a paper report, a printing of mailing labels, or a tab-delimited data export file . You specify your preference by choosing one of the options in the top-left corner of the window. Note: the Mailing Labels option is only available under the Deal History tab .

To load or delete an existing report, click on File in the menu bar and select either Load Report or Delete Report from the drop-down menu. The software will display a list of custom report names. Select the report you wish to load or delete and click the OK button.

You may also use the Load and Delete buttons at the bottom of the Report Designer window.