Custom Reporting

Custom Reporting in Rex PM empowers you to build tailored reports that align with your agency’s specific needs. With this feature, you can select key data fields, apply filters, and structure information to gain meaningful insights.

Whether you’re tracking financial performance, ensuring compliance, or monitoring team activities, Custom Reporting gives you access to the exact data you need—helping you save time and make informed decisions.

How to Create a Custom Report

To create a custom report, follow these steps:

1. Go to Reporting from the left-hand menu
2. Select Custom Reporting
3. Click Create Report
4. Enter a Report Name under Label
5. Choose the module of data you want to build the report from
6. Add a brief description of the report’s purpose
7. Click Save

Once saved, the report will appear in your list to be customised based on your reporting needs.

Editing a Custom Report

To refine your report and display the information you need:

1. Select the report you want to edit
2. Filter the data
3. Sort the data
4. Reorder columns by dragging them into your preferred position
5. If you need to add new columns, groupings, or aggregated values, click Columns on the left-hand side
6. From here, you can:
   • Select additional data columns to display
   • Drag fields to group data
   • Drag fields to apply aggregate functions to a data point(e.g., sum, average, count)
7. Once you are happy with your customisations click Save

With these customisation options, you can build reports that provide clear, actionable insights tailored to your agency’s needs.