Create Custom Report using Report Builder

Step 1: Access the Report Builder

1. Navigate to the Dashboard and Reports section in your application.
2. Open the Report Selector dropdown menu.
3. Select Report Builder.

Step 2: Start a New Report

1. On the Report Builder page, click New Report.
2. Choose the data sets that contain the information you want to analyze (e.g., accounts, billing, customers, service orders).
3. Click Select dataset to proceed.

Step 3: Customize Your Report

Once your data sets are selected, you can preview and tailor the report:

• Add Values & Breakdowns – Choose which fields or metrics to display (e.g., total billed amount, usage, balance).
• Group Data – Organise by categories (e.g., customer, billing cycle, or location).
• Hide Columns – Keep the report clean by removing unnecessary fields.
• Apply Filters – Narrow results to specific time periods, service areas, or account types.

Step 4: Save Your Report

Once your configuration is complete:

1. Click Save.
2. Give your report a meaningful name (e.g., “Quarterly Billing Overview”) to easily reuse it in the future.

Step 5: Export Your Report

After saving report it be exported right now or scheduled for specific time.

Your report can be exported in several formats depending on your needs:

• CSV
• Excel 
• PDF
• Image (.png) 

After completing your report, you can easily find it on the Report Builder main page.