Select a Custom Report

Any existing custom reports are listed in the Custom Reports panel. This panel lists all of your library's custom reports and those shared by other library branches/locations that are a part of your Surpass Cloud system.

From here you can do the following:

• Select an Existing Report - Re-run an existing report and/or make changes to it.

• Add a New Report - Click the + button to start creating a new report. You can also create a new report based on an existing report design using the Duplicate feature (see below).
  

• Delete, Duplicate, or Share a Report Design - Click the menu button on the right side of the report title to select to delete the report design or to share it with other locations/branches in your Surpass Cloud system.
  

  • Share - Share (or un-share) the report design with other locations/branches in your Surpass Cloud system. The other locations will be able to use the report (and edit it).
  • Duplicate - Create a copy of the report design. This is a great way to create a new report that is similar to an existing report.
  • Delete - Delete the report design.

Next - Design Your Report