How to Customize General Report Forms

How to Customize General Report Forms


How to Customize General Report Forms

  1. Click the Gear icon

  1. Click "Account Administration" from the dropdown menu

Alert! If you don't see the Account Administration, you do not have a security role that allows you to do this.

  1. Navigate to the menu on the left of the screen and click "General reports"

  1. Find the report you would like to customize and click the Duplicate icon

Alert! Site-level reports cannot be changed but can be disabled after duplicating.

  1. Click "OK"

  1. Type in the unique name of your new report

  1. Update the description with specific details, report use, etc.

  1. Use the “Enabled” toggle switch to enable or disable the report

  1. Use the “Single Account” toggle switch to indicate if the report is for a single account

Alert! Single Account will always be enabled unless Site Groups are defined.

  1. Click "Design Report"

  1. The Report Builder Interface will open in a new tab

  1. To view a list of all fields in the report, click the Explorer icon

  1. A sidebar will show on the left side of the screen with a list of fields in the report and where they're located

Tip! Clicking on a Field in the List will Highlight the Field in the Report Section

  1. Click the Text icon to add a new field

  1. The new field will populate on the page. Select the field to see its properties in the panel on the right side of the page

Tip! New and/or copied fields always enter the report section in the top left.

  1. Properties such as “Name”, “Value”, “Color”, etc. are displayed

  1. Type the desired name in the “Name” field 
  2. Type what you would like to show on the page in the “Value” field

Tip! The Value is what appears in the report.

  1. Click and drag to move fields around on the page

Tip! On a standard keyboard, arrow keys can be used to move fields around in the report

  1. Click the 4 Arrows icon

Tip! The 4-arrows icon indicates a table. Clicking the 4 arrows brings up helpful information on the right-hand side for adjusting filters and parameters on the table.

  1. Drag to move an entire table around on the page

  1. Click the Save icon

Alert! You MUST click the Save icon to save your changes in the report designer.

  1. Click the "Preview" button

Tip! The Preview button can be used before saving to review your changes. If you like what you see, then you can use the tiny back arrow on the AR Web Designer to return and save or update.

  1. Click the "Sales Rep” dropdown

  1. Select which sales reps you want to preview the report from the dropdown menu

  1. Click the "Date" dropdown

  1. Select your custom date range or one of the "Common Ranges" from the menu

  1. Click the "Preview" button

  1. A preview of the report will generate based on the parameters you chose

Tip! Close the browser tab for the Web Designer after you save your updates.

  1. Navigate to the tab where you started the new report and click "Save"



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