This article provides information about how to create a customer/ partner report.

TABLE OF CONTENTS

• Overview
• Procedure
• Result
• Reference Video

Overview

The Customer/Partner tab in the Reports screen allows an authorized user to create a report for specific customer or partner. The report can later be scheduled and the report data can be downloaded and shared with a customer/partner when required.

Procedure

1. On the menu bar, click Reports.
   It opens the Reports screen containing four tabs: All, Favourite, Customer/Partner, and Schedule & Subscribers.
   
2. Select the Customer/Partner tab.
   It shows the list of existing customer/partner report if there is any.
   
3. Click the Create New button.
   It opens the Create New Customer Report dialog box.
   
4. Under Required Filter, select the duration for which the report data is required.
   The date range field is auto filled based on the selected duration. 
5. Select a Report Type from the list.
6. Select a customer from the Select Customer list.
7. Enter the Report Name as required.
   The entered name must be a valid standard report name.
8. Click Save.

Result

The newly created customer/partner report is listed in the Customer/Partner tab from where it can be downloaded, scheduled, edited, and deleted.

Reference Video