How do I create a custom report?

Hi!  I need to create a custom credit card report, the current one does not fit my needs.  Is there a step by step process that I can use to create what I need?  Thanks for any help.  

Best Answer

  • storable_support
    storable_support Registered User, Registered Moderator, Community Manager ✭✭✭✭✭
    Answer ✓
    Hi @FrontDesk - There isn't a step-by-step process or report builder. You could hand-craft the SQL query that you need but the best way to go about this would be to call support at 919-865-0789 > Option 2. They should be able to help you find what you need.


  • FrontDesk
    FrontDesk Registered User
    Thanks - I was finally able to make the time & Mike from support was extremely helpful.  It's still in the works & I'm not sure if it can be done yet....Thanks again

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