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Creating a custom Consumer Duty report

How to create and configure a custom report for Consumer Duty

Corterum Team avatar
Written by Corterum Team
Updated over a year ago

To create a custom Consumer Duty report, follow these steps

  1. Click on WORKBENCH and click CONSUMER DUTY

  2. Click on Custom Reports

  3. Click CREATE NEW

You'll then see three tabs where you can configure the report

Select fields

  1. Click ADD FIELDS

  2. Use the Select Section dropdown to pick the section from which you'd like to select a field

  3. Use the Select Field(s) dropdown to pick as many fields as you would like from this section.

  4. Click UPDATE

You can repeat this process as many times you like to create your desired report.

Configure

This section allows you to rearrange the order of the fields in your report, which you can do simply by dragging and dropping the fields.

Generate

  1. Select whether you'd like to generate the report for all products or a selected product(s)

  2. Choose whether you'd like to save this custom report as a template

  3. When you're happy with your choices, click GENERATE

Once a custom report has been created, you can view it from the Custom Reports menu whenever you need to.

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