Skip to main content

how do I create a custom report

Custom Report

Written by Vipin Joshi

You can create a custom report using the built-in Report Editors and report tools.

Here’s the simple way:

Go to Products Report Editor or Financials Report Editor depending on what you need

Build your report by selecting the data (product, company, indication, etc.)

Use filters and previews to refine results as you go

Add visualizations or tables if needed

Save it via Manage Reports so you can reuse or update it later

The newer platform also helps with “smart report building,” which surfaces relevant data faster and makes it easier to generate polished outputs.

If you want, tell me what kind of report you’re trying to build and I can guide you more specifically.

Did this answer your question?