Creating a custom summary report in Bill Analyst

If our standard summary billing reports don't provide you with the information you need, then you can create a custom summary report. (To view detailed billing reports view a standard detail billing report or create a custom detail billing report.)

Having trouble creating a custom summary report? Learn how to fix errors with your report.

To create a custom summary report:

1. Click the Reports tab, then click Summary Reports.

1. Click Add.

1. To create a new report, do one of the following:
   
   
   • Select the Start with a copy of an existing report radio button, then from the Report Name field, select the report you want to copy.
     
     
   • Select the Start a new report radio button, then from the Report Type list, select the type of report you want to create.

1. Click Continue. In our example, we selected the Start a new report radio button.

1. Type the name of the report, then select a filter from the list (if you want to apply one), then in the Graph View section select the format for the report, either Table or Graph.

1. In the Table View section, select the fields you want included in your report by using the > button to move a field from the Exclude list to the Include list. To delete a field, use the < button to move a field from the Include list to the Exclude list.

1. In the Graph View section, set the parameters for the report. You defined the type of layout above. If you wish to change the layout format, you can do so here. 

1. In the Additional Options section, if you want to share the report, select the Share this report checkbox.

1. Click Save.