Custom reports
- Last UpdatedAug 14, 2026
- 1 minute read
You can create custom reports as Microsoft Excel workbooks. This allows precise formatting of the report to match current work processes, and also enables you to use the data analysis and visualisation tools available in Excel.
Your custom reports are available in the Reporting ribbon tab.

If you cannot see any custom report templates, click the Show More button in the tab to show any hidden templates.

To generate a custom report, do either of the following:
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Select the report name from the Reporting group of the Reporting ribbon tab.
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Select View Report from the right-click context menu in the database, and then choose the name of the template.