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.