1. Hover over a default report that will serve as the basis of your custom report and click Customize.
2. Specify a custom report name by clicking on the report name at the top and keying in the custom name. Report names must be unique.
3. Click on the report description underneath the name and key in a friendly description of the report to help you understand the aim of the report.

4. From the General tab, configure report options. The options available may vary between different report types. The following are the basic, most common options across reports.

5. Click Save as Custom to save the custom report. The report is stored and is accessible from the left pane tab Corporate > Custom.

To generate a custom report, from the left pane go to Corporate > Custom. Choose how you would like the report delivered to you:

• Download immediately: hover over the report and click Download now.
• Send report via email: Click on Customize and go to the Send Now tab. Specify the recipients of the report and click Send.
• Send via email periodically - Click on Customize and go to the Schedule tab to send this report via email every couple of days. For more information refer to Scheduled reports.

To change the settings of a custom report, from the left pane go to Corporate > Custom. Hover over the report to modify and click Customize. Apply the required changes and click Save.

Custom reports can be deleted one-by-one or by deleting multiple reports at once. To delete custom reports, from the left pane go to Corporate > Custom.

• To delete multiple reports at one go, click on the check sign in the top right corner of the reports to delete. When all reports to delete are selected, click in the top left corner of the view. When prompted to confirm deletion, click OK.
• To delete one report, hover over the report to delete and click the cross symbol in the top left corner. When prompted to confirm deletion, click OK.