Cubit Custom Report Builder User Guide

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To access the custom report builder:

1. Click the Data tab on the toolbar.

1._Menu_Headers.png
Fig.1 Data Tab


2. Click All Reports in the Reports group.

2._All_Reports_Button.png
Fig.2 All Reports Icon


3. Select the report you wish to customise. Eg. the Trade Report

3._Reports_Window.png
Fig.3 Reports Window


4. Click Customise to access the Custom Report Builder.


Once you have the Custom Report Builder open, you can use the Formatted Reporting User Documentation available from the link below as a reference document to assist with completing the customisation.

Custom Reporting User Guide:

Formatted Reporting User Documentation

Additionally our support team may be able to assist you with completing the customisation.
You can contact the support team, via email or phone.

The link below will take you directly to creating a new ticket with us.

https://bsoft.zendesk.com/tickets/new

 

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