Reports
Save a custom report only after the columns are agreed so five versions do not appear.
Where to find it: Left menu → Reports & Analytics → Custom Report Builder
Step 1
Left menu → Reports & Analytics → Custom Report Builder. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Choose fields, filters, and name. Save. Grant who may run it. Do not build a report that leaks payroll to sales.
Step 3
The catalog should list it. Running it twice should be stable.
Yes. Custom Report Builder is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.
The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.
A reports role. Permissions still apply to the data underneath.
