Creating custom reports in Business Manager

You can create different types of reports that are not included with Business Manager.

1. Open Business Manager and sign in.
2. Select Reports > Reports > Custom Reports > Custom Reports > Add new report.
3. Select one of the report types and select Next.
4. Select one or more fields and select Add.
   • The fields vary depending on the type of report selected.
   • Change Common Fields to All Fields to select from the entire list of available fields.
   • Use Remove to remove fields if needed.
5. Select Next to continue.
6. (Optional) Select a field to filter by.
7. Select Next.
8. Select one of the date methods Use a predefined period, Select Relative Date, or Use another Date Range and select Next.
9. On the Select Options screen, choose which transactions and accounts will be displayed in your report. Select Next to continue.
10. On the Grouping and Sort Order screen, specify how the information in the report will be sorted and grouped.
    • To group, select the field(s) you want to group by and the order you want the groupings to appear. For example, first group by account, then by subaccount, then by subsubaccount.
    • If you do not want to specify a field for grouping, select Next.
11. On the Report Layout screen, use any of the following to create the customized layout for your report:
    • Setting height, width, and margins:
      1. Select the Page Settings.
      2. Select the paper orientation.
      3. Use the up and down arrows to adjust the print width and margins.
      4. Select OK.
    • Header and Footer Rows. The Report Layout screen is divided into a series of header and footer rows. Place the information you want to appear in your report in these rows.
      • Report Header: Information in this row appears once at the top of the first page of the report.
      • Page Header: Information in this row appears at the top of each page of the report.
      • Group Header(s): Information in this row appears at the beginning of each subset of information in the report. The name, number, and order of Group Header rows is determined by the fields you select on the Grouping and Sort Order screen.
      • Detail: Information in this row appears in the body of the report.
      • Group Footer(s): Information placed in this row appears at the end of each subset of information in the report. The name, number and order of the Group Footer rows is determined by the fields you select on the Grouping and Sort Order screen.
      • Page Footer: Information in this row appears at the bottom of each page of the report.
      • Report Footer: Information in this row appears once at the bottom of the last page of the report
    • Adding selected fields:
      1. Select Add Selected Field.
      2. Click and drag in the row where you want the field to appear.
      3. Select the field name from the menu and select OK.
    • Editing selected fields:
      1. Select the field you want to edit.
      2. Select Change Selected Field.
      3. Make the changes and select OK.
    • Adding text:
      1. Select Add Text and drag in row where you want the text to appear.
      2. Type the text you want to add and select OK.
    • Editing text:
      1. Select the text you want to edit.
      2. Select Change Text.
      3. Make the changes and select OK.
    • Adding images:
      1. Select Add Image and drag in the row where you want the image to appear.
      2. Select Browse, select the image file, and select OK.
    • Editing images:
      1. Select the image you want to edit.
      2. Select Change Image.
      3. Select Browse, select the image file, and select OK.
    • Adding summary fields:
      1. Select Add Summary Field and drag in the row where you want the summary field to appear.
      2. Select the Field to be Summarized and select the Type of Summary: Sum (Subtotal), Sum (Grand Total), Average, Count, or Minimum and Maximum. The available fields are based on the fields selected at the beginning of the custom report fields.
      3. Select OK.
    • Editing summary fields:
      1. Select on the text you wish to edit.
      2. Select Change Summary Field.
      3. Make the changes and select OK.
    • Adding lines:
      1. Select Add Line.
      2. Drag horizontally or vertically to draw the line.
    • Editing lines:
      1. Select the line you wish to edit.
      2. Resize or reposition it as needed
    • Adding page breaks:
      1. Select Add PageBreak.
      2. Drag in the location where you want the page break to occur.
    • Editing page breaks:
      1. Select the page break you wish to edit.
      2. Resize or reposition it as needed.
    • Deleting report items:
      1. Select a summary field, text, image, line or page break.
      2. Press Delete on the keyboard.
12. Select Next to continue.
13. Enter the custom report name and select Finish.

For additional information, see the Business Manager User Guide.