Financial & Reporting
Custom Report Builder
Build and schedule custom reports.
Custom Report Builder
Building a Report
- Go to Reports > Report Builder
- Click Create Report
- Add widgets: charts, tables, KPIs, text
- Configure data sources and filters for each widget
- Preview and save
Scheduling
Schedule reports for automatic generation:
- Daily, weekly, or monthly
- Email delivery to specified recipients
- PDF export with branded layout
Tags
reportscustombuilderschedule
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