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Steps

1

Navigate to Custom Reports

Go to Reports and Admin → Reports → Custom Reports, then click Create Custom Report.
2

Select a source report

Choose the source report you’d like to pull data from (e.g., Awards).
3

Apply filters

Add filters to refine the data. For example, set Approval Status to include both Approved and Pending entries.
4

Name and create the report

Click Next, give your report a name, then click Create Report.
5

Share with stakeholders

Click Share, search for users by name or enter email addresses directly, then click Share.
6

Manage the report

Open the report at any time to apply a date range, download it, or add additional filters as needed.