Convert to Custom Report

To convert one of the existing reports in Report Builder to a Custom Report:

  • Select the report to convert, click on the pencil icon to edit

  • Rename the report as needed

  • At the top right of the screen, click on Convert to Custom Report

 

  • You will receive a warning notice. If you want to continue, click Ok, otherwise click Cancel

 

 

NOTE: This option requires a knowledge of SQL programming and should only be used by experienced SQL database professionals. However, if you don’t have a SQL professional on staff, YellowFish Software can assist in the creation of a Custom Report for use within Report Builder for an additional fee.

  • An edit box will appear with the code for the report.

  • Hit Save when you're done