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