The customized report feature enables users to generate tailored raw data reports by selecting a data source, choosing relevant fields, and applying precise filters. This ensures that users can extract and analyze the financial data most relevant to their specific business needs.

Enable users to select a data source to generate reports based on specific financial data. To do so, please follow the instructions below:

1. Go to Reports.
2. Select Custom Reports.

   

3. In the Custom Report screen, click + Create Custom Report.
4. Enter the Report Name in the provided field.

   

5. Choose the Business Sector relevant to your report.

   

6. Under Dimensions, use the dropdown list to select the data source. This list shows all available data sources you can choose from.

7. Once all the details are completed, proceed to run the report. 

Field Selection & Filter Application 

Allow users to select fields and apply filters to refine their report to specific requirements.

After selecting a data source and run the report, users can:

• Choose which fields to include in the report

  

• Define filter conditions to narrow down the data

• You can combine multiple filters using Value, Exists, Does Not Exist, Contains, and List options.

   

• Finally, download the report once everything is set.