How to Customize Process Reports

How to Customize Process Reports


How to Customize Process Reports

  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 "Process 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. Add a description

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

  1. To add Terms and Conditions to the report, click the "Terms and Conditions" dropdown

Tip! For advanced Terms & Conditions that contain links, images, and specialization styles, consider building that into the actual report.

Alert! If your report doesn't contain a field to place the Term & Conditions on it, selecting the dropdown won't automatically place it on your report.

  1. Select the Terms and Conditions from the dropdown menu

  1. If you would like this report to provide a place for a Signature, check the "Signature" box

Alert! If your report doesn't contain a field to place the Signature on it, selecting the dropdown won't automatically place it on your report.

  1. Click "Design Report"

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

  1. Click on a field to begin editing

  1. Use the blue dots to adjust the size of the field

  1. Select and drag the field to move it around on the page

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

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

  1. Select a field to see its properties in the right side panel

  1. Properties such as “Name”, “Value”, ”Color”, etc. are displayed.  Select any property to customize

  1. Right click on the field to pull up the context menu

  1. Click any of the options on the menu

  1. Click "Save"

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

  1. Click the "Preview" button to preview your new report

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

  1. Navigate to the "Quote/Sale" field and click the dropdown

  1. Select the quote you would like to preview

  1. Click the "Preview" button

  • A preview of the report will generate from the Quote/Sale you chose

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

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


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