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Custom Report

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< 1 min read
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We understand that reports are essential in each company to study the progress of each and every business activity. With Saphyte, reporting becomes easy through its Report Wizard that will guide you in creating your own customized report or in creating reports using the pre-defined templates in the system.

 

The custom report allows you to tailor your own report according to your preferences. To create your own custom report:

1. Under the Reports tab, click ‘Create Custom Report’.

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2. Fill out the general details. Under the entity drop-down, choose the type of entity you want to create a report for. Add a Report Name to proceed to the next step.

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3. The system will ask you to select the attributes of your report. Tick the boxes to enable the attribute on your custom report. Click ‘Next’ to proceed to the next step.

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4. Set the criteria for your report.

5. Export and save your report.