Click on the REPORTING tab on the main dashboard
Click on CUSTOM REPORTS on the left-hand navigation menu
Click GENERATE A CUSTOM REPORT
You will then be presented with a number of tabs:
“Report data” - this is where you will add dataset fields to your report, which you can do by following this process:
Click ADD FIELDS
Use the dropdown menu to select the dataset you would like to add to the report, e.g. Fitness and Propriety assessment history.
You will then be presented with a list of all fields relevant to that dataset. Select all of the fields you would like to include within your report. Once you’re happy with your selection of fields, click SAVE.
You can add multiple fields to a report using the ADD FIELDS button.
You can also delete fields using the X icon on the right-hand side of a field.
Once you’re happy with your selection of dataset fields, click NEXT in the bottom-right corner.
"Configure columns" - this tab allows you to reorganise all of the dataset fields within your report:
On this tab you'll see all of the fields you've selected in the first step laid out in a "card" interface. By default, these will be laid out in the same order as you added them in the "report data" tab.
If you want to change the order of any of the dataset fields, simply drag and drop them into your preferred order.
When you're happy with the order, click NEXT.
"Generate" - here you can generate your report and select the people within your firm it applies to:
On this tab you'll see two options for determining who your report applies to within your firm:
All People: the report will apply to every person logged in your Corterum instance.
Selected People: this option allows you to generate a report based on individual entities and/or groups of entities.
Once you've made your selection, you can download the report. The report will be downloaded as an Excel spreadsheet, so you can make further edits to it if you need to.