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To view an instructional video of these steps, click the link below.
https://share.synthesia.io/33b3846f-5cb2-43d9-bc75-d140b0f4fc1c Video Link: Report Designer
Though Prevail comes with many stock reports that will help you better track different data within your system, there may be times when you would like to report on something that is not on that list. There are two ways to obtain a custom report:
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Follow the instructions above to create a clone of a template.
Double click the fields you would like included from the ‘Selected Fields’ box.
If you would like to reorder the fields, drag and drop in the spot you would like the field.
Note: If you attempt to drag the field in the first spot, you will need to specify if you want it to go 1st (before) or 2nd (after) the current first spot.
To get rid of a field that you have selected, double click it from the selected fields section.
To sort in Descending Order:
Click the 'A' next to the fields in the Sort Fields box
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