How to Create a Custom Report

How to create and view a simple custom report, and then export the list as a PDF or CSV file.

Open the Custom Reports Panel

Open the Custom Reports Panel

From your Dashboard menu:

  1. Click on Reports
  2. Click on Custom Reports

Create a New Report

Create a New Report

Click on the grey Add Customer Report button

Choose the Type of Report you would like to Create

Choose the Type of Report you would like to Create
  1. Click on the appropriate radio button for the type of report you would like to create. In this case I am going to choose to create a report for Customers (Contacts & Companies).
  2. Click the blue Next button to proceed to the next tab.

Choose the Fields You Would Like to View in the Report.

Choose the Fields You Would Like to View in the Report.
  1. Click the check boxes to select which fields you would like to see in your custom report. You can check as many as you like, but please note you must check at least one field before you can proceed.
  2. Click the blue Next button to proceed to the next tab.

Choose Your Filter Criteria

Choose Your Filter Criteria

You an add filters to your results. There are five different drop-down menus that will allow you to filter the results in your report.

Choose Your Filters

Choose Your Filters

Click on a Filter drop-down menu to choose a filter option.

Note: You can also type 'True' or 'False' in the text box for filter options such as the Double Opt-in Status filter.

If Your Site is Integrated with Xero Practice Manager - Add Your Custom Fields from XPM

If Your Site is Integrated with Xero Practice Manager - Add Your Custom Fields from XPM

Click on the Custom CRM Form Filter drop-down menu.

Choosing the Fields from XPM

Choosing the Fields from XPM

Scroll down the list of options in the drop-down menu until you see the WorkflowMax Fields option.

Click on this option to select it. (Xero Practice Manager was previously called WorkflowMax).

Generate the Report

Generate the Report
  1. Click on the blue Generate Report button.

Export the Report

Export the Report

At the bottom of your new report you will see a grey button labelled Export Report. Click on this button and a drop-down menu will appear.

Choose Your Export Option

Choose Your Export Option

You can choose whether to export the report as a PDF file, or in spreadsheet form as a CSV file.

  1. Click on your chosen file option
  2. Click on the blue Next button and your report will automatically download.