📈 Custom Reports

Build custom reports using the report builder and export data to Excel or PDF.

Overview

This guide covers everything you need to know about custom reports in CEF Core, including:

To begin working with custom reports, you'll need:

Follow these steps to custom reports:

💡 Pro Tip: Save frequently to avoid losing your work. CEF Core automatically saves drafts every 5 minutes.

✓Verify Data Accuracy: Always double-check critical information before submitting
✓Follow Naming Conventions: Use consistent naming for easy searching
✓Document Everything: Add notes and attachments for future reference
✓Review Audit Trail: Check the history tab for all changes
✓Export Regularly: Keep backup copies of important data

Solution: Check your user permissions with your administrator.

Solution: Verify all required fields are completed and try again.

Solution: Use the search function with different keywords or filters.

Our support team is here to help with any questions about custom reports.