Creating Custom Reports in Availability Grid

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Overview

This document provides a guide on how to create a custom report.

Prerequisites

  • Access to the Availability Grid.

Steps

  1. On the Availability Grid, click the In/out button.
  2. Set the desired criteria (tab, dates, and filters) and then click the Export button.
  3. Ensure that Preset Columns has "No Preset Columns Selected" selected. Enter a label (name of the export for future reference) and select your desired fields. Press Submit to save the preset column selection.
    - Note: If no custom reports are saved, it will pull up the full list of data columns. Click Column Editor to create the custom report.
  4. The new custom report has been created. Click Continue to view the custom report. This custom report can be selected in the future by clicking the Preset Columns drop-down.

Troubleshooting

For more information on Export Options, click here to view additional details.