Custom reports are useful for analyzing and understanding data in the ways that are most useful within your organization.

1. Select Your Modules

Go to the Reports tab and click “Create Report”.
Primary Module: This is the "parent" module (e.g., Mortgages, Borrowers, Contacts, etc).
Related Modules: You can select up to four related modules (e.g., Notes, Tasks, Emails, etc). 

2. Customize Columns and Calculations

Columns: Choose which specific fields you want to see as headers in your report. You can drag and drop them to reorder.

Optionals:
Row groups: Row groups organize your data into categories that run down the left side of your report. Each unique value in the field you choose becomes its own row.
Column groups: Column groups organize data into categories that run across the top of your report. This adds a second dimension to your analysis.
Aggregate Columns: You can choose a specific numerical field to "aggregate." The system then looks at every record in a group and performs one specific function.

3. Set Filters                             

You can add a couple filters to improve the view of your metrics.
Quick View Filter and Advanced Filter: In the Quick filter, the first dropdown will only show options from the primary module you selected for the report.
In the Advanced filter, you'll see fields from any other modules that are related to that primary one.

4. Save and Organize

Give it a clear, descriptive name and hit save.