Overview
This article will explain the Reports feature within your Custr dashboard, including how to create custom reports with data from the Custr dashboard.
The Reports feature on the dashboard allows you to download specific data into a CSV file.
How to Create a Deliveries Report
To create a report, follow the steps below:
On your dashboard, navigate to Reports
Click + New Report
Select the Deliveries report
Edit columns if necessary
Click Save
How to Generate a Deliveries Report
To generate a report, follow the steps below:
On the dashboard, navigate to Reports
Click on the Deliveries report you would like to download
Click Run Report
How to Edit Reports
To edit a report, follow the steps below:
On the dashboard, navigate to Reports
Click the three dots next to the report you would like to edit
Click Edit
Make your changes and click Save
