How to Create a Custom Report

Learn how to create a custom report within ApprentiScope.

Step 1: Navigate to the Reports tab

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Step 2: Click the Custom Reports subtab

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Step 3: Build out your Custom Report

Note: Focus on the Primary Data and Report Layout fields. Those will allow you to customize the source data and the fields you want to be displayed.

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Step 4: Run your report

Note: While you can immediately save your report, it is good practice to run the report first to ensure it looks how you expect.

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Step 5: Download and/or save your report

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Step 6: Navigate to the Saved Reports tab (optional)

Note: From the Saved Reports tab, you'll be able to edit (by clicking the three dots ⋮) and rerun the report as needed. 

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