How to generate custom reports
1) After logging in, navigate to the Reports menu on the left side of your screen, when you hover over the icon the full menu will appear. Then select Custom Asset Report.
2) From here you can select which data fields you would like to export by selecting the checkboxes on the left side of the window.
3) You can also filter your report in any way you like to. Common examples would be filtering by Site, Funding Source, or Status.
4) Click on “Generate” and an Excel spreadsheet of your report will automatically be created and downloaded. If you have a large report this may take a minute or two.
