Custom Patron Reports
Although there are a large number of pre-defined reports in Surpass Cloud, one of its best features is that it gives you the freedom to create your own Custom Patron Reports.
📺 Video Tutorials
Video tutorials on creating custom reports can be found on YouTube:
Just follow these steps:
Select an Existing Report or Create a New One
You can create and manage your own personal reports, share reports with other users, or use reports that someone else has created.
Design Your Report
Next, design your report by selecting which fields you want to appear on it, how you want it sorted, paper margins, fonts, etc.
Select Records
Select which resource records you want on your report.
View Report
The report can be viewed on-screen, printed, or downloaded as a PDF. See Viewing and Printing Reports.