Customized report

Path in CC5: Partners - Reports - Customized report

Here you can create a report with the information you need.

Choose fields: Add fields to be included in the report. The partner's name is always included, but all other fields can be freely selected. This allows you to create different reports, e.g. one with contact details and one with risk assessments.

Tip!
To save a layout, click Save template, give the report a name and then click Confirm. If you are an administrator, instead of "Confirm", you can select Save for all so that the report is shown to all users with access to reports.

Sort columns: Use Drag & Drop to change the arrangement of columns.

The report can also be downloaded as an Excel or PDF file.