First, go to Reports, then click the Custom Reports tab.
Name your report, and then select the checkboxes of the fields you'd like to include in your report.
Once you have finished selecting the fields you'd like to include, click Continue at the bottom right of the page.
On the next page you can change the order of fields by clicking and dragging the fields up or down.
On the next page, you can filter the report results. These filters will be applied to the generated report, but can be changed or removed when viewing the report. This is helpful if, for example, you want to export separate reports for each department or location.
After you have finished applying filters, you will be able to view the details of the report before creating it.
Once created, you can then export the report as an Excel or CSV file:
If you have any questions about creating a Custom Report reach out to our Support Team by clicking the messenger icon in the lower right-hand corner of the platform or by emailing us at support@collage.co.