The Custom Report Builder is a powerful new tool which allows reports to be edited in a number of ways.
- Custom formulas can be applied to individual cells and/or rows and columns.
- Entire rows or columns can be deleted, added, or have their order shifted.
- Account names can be changed within the report.
- A header and footer can be added to the report.
The Custom Report Builder can be accessed by first memorizing the report. After memorizing the report, the report will be listed under Memorized Reports on the right side of the main Reporting page. Inside the report, click the Customize Report button in the top right, and the Custom Report Builder will open on the same page.