1. To start creating a custom report, select a Data Source from under the Data Sources section of the Custom Reports tab's Home tab. You can use the search bar to drill down through a large list of Data Sources.
   

1. By default all data source items will be selected for the custom report. You can customize the report by unchecking and moving items in the Settings tab of the side drawer, and Filtering selected items. You can also toggle on or off Pivot mode. 
   

Data Source Items include: 

1. Selecting and reorganizing items and filtering data will update the data in the grid in real time. 

1. Click the Filter tab to launch the Filtering drawer to have access to the Add Filter button.

1. Click Create Report and type a name for the report. Click save to save the custom report. 

1. The Custom Report is now saved and opened as its own separate tab in the Custom Reports tab. 
   
2. Going back to the Home tab we can see the Custom Report saved under the Quick Access section.

1. And now that the custom report is saved, the Create Button is now an Update Report button. Whenever you want to save any changes to the custom report, click Update Report. 

Pivot Mode

• Custom Reports: Right-Click Menu, Formatting & Export
• Official Reports & Their Selectable Data
• Custom Reports (original)