Many Relocation Specialist users have appreciated the Standard report known as the ‘Custom Financial Report’. This popular report allows you to select the fields you want included, filter them, then download the records to an Excel spreadsheet.
In the past each individual user has been able to save up to four different selections of fields using the radio buttons at the top of the report. Now, you can save up to ten (10) different combinations of fields and you’re able to name each report! Just follow these simple steps:
- Click the radio button you want to use
- Enter a name for the report and click the ‘Save Report Name’ button
- Click the checkboxes for the fields you want and click the ‘Generate a Report…’ button to save your selections
As always, if you need help with getting the report you want, please let us know. The ReloSpec Team is here to help you!
March 28, 2014 at 8:30 pm
I’ve been “mumbling” under my breath for a long time that we couldn’t name the reports – we use them a lot and sometimes we need the same report parameters but can’t recall what they were. Now, we have 10 options and can name every one of them and re-use them as necessary. What a great asset.