The reports within The Financial Edge are complex. For further explanation of these, please check the Reports User Guides, or contact your Account Manager regarding additional training opportunities.

Custom Reports enhances your ability to create and share information using Crystal Reports and data exported from your database

  1. On the navigation bar click Reports, Custom Reports
  2. Highlight Custom Report and click New
  3. Browse out to an existing export file or click Add New to create a new export
  4. Browse out to the existing Crystal Report file
  5. Click Preview or Print
  6. Save the report parameters and close the Custom Report

Note: In order for a Custom Report to work for all users, the report must be saved on a network drive. All users must also have the exact same path to that network drive.

For information on creating Crystal Reports, refer to Getting Started with Crystal Reports (BB591)