How to Create Your Own Custom Reports?

Custom Reports help you save frequently used report views so you do not have to apply the same filters again and again.

If you regularly track a specific report for collections, follow-ups, reviews, or decision-making, you can apply the required filters once, save the report, and open the same view anytime.

How to create a custom report?

1. Open the dashboard where you want to create a custom report.
2. Apply the required filters using the existing filter options.
3. Once the filtered data is visible, click on Create / Save Report:

4. A modal will open where you can add the report details such as Report Name, Report Description, **and **configure how the date filters should behave when the report is opened in the future:

Choosing date behaviour

While saving a custom report, you can choose how date filters should work.

A) Fixed Dates

Choose Fixed Dates if you want the report to always show data for the exact date range you selected.

For example, if you saved a report for 1 April to 30 April, the report will continue to show data for that same date range every time you open it.

B) Dynamic Dates

Choose Dynamic Dates if you want the report date range to update automatically.

You can select periods such as Today, Yesterday, Last 7 Days, Last 15 Days, Last 30 Days, This Month, Last Month, This Quarter, Last Quarter, This Year, Last Year, or any otherCustom Period.

For example, if you choose Last 30 Days, the report will always show data for the latest 30-day period whenever you open it.

This is useful when you want the report to stay updated without manually changing the date range every time.

How to access saved custom reports?

Saved reports can be accessed from the Custom Reports dropdown on the report page:

Click on the dropdown and select the report you want to view.

The saved filters will be applied automatically, and the report will open with the configured view.

How to edit a custom report?

Open the saved custom report from the Custom Reports dropdown.

If you change any filters while viewing the report, you will see two options:

A) Save Report

Use this when you want to update the existing custom report with the new filters.

B) Save as New

Use this when you want to create a separate custom report using the modified filters.

This works like creating a new custom report. You can add a new report name, description, and date configuration.

When should you use custom reports?

Custom Reports are useful when you or your team regularly check the same type of report.

For example, you can create custom reports for: Pending payment follow-ups, High-value invoices, Monthly sales reviews, Client-wise analysis, Team-wise performance tracking, Overdue invoice tracking, etc.

Instead of applying multiple filters every time, you can save the report once and open it whenever needed.

That’s it!

If you need any help, reach out to us on live chat support or drop an email at [care@refrens.com]().

Updated on: 14/05/2026