Build Report

Select Custom Table from the Reports drop down and click on the Report Builder link.

 

This will take you to the Custom Report Builder.

Note: To edit existing reports, simply choose the relevant report in the report layout dropdown and select Go.

Building Your Report

For a blank report template the initial view will display the report field options on the left hand side and the fields that you have added on the right hand side.

 

 

If you have accidentally added the wrong field or no longer need one of the fields in your report simply click the red minus button next to the field name on the right hand side.

 

Simply click on the option you want to add and the appropriate section will auto-expand allowing you to quickly add it.

 

You must also choose whether you want the performance period to be annualised or overall percentage change; the default will be overall.

Each time you make a selection, click on add. This will add the required data column to your report template.