The Custom Report lets you generate a formatted PDF using a pre-built report template tailored to your district. Unlike the Completion or Detailed Report, Custom Reports are fully configurable — you define exactly which fields are included, making them ideal for stakeholder reporting or regulatory submissions.

Where to find it: Go to Reports in the left navigation, select the Inspections, Checklists, or Tasks tab, then choose Custom Report from the Select Report Type dropdown.

Generating a Custom Report

1. Select District — Choose the district you want to report on. This loads the custom report templates available for that district.
2. Select Custom Report — Pick the report template you want to run from the Available Custom Reports list.
3. Set your filters:
   • Date Ranges — Filter by Completion Date or Due Date.
   • Filter by — Narrow results by None, Sites, or Users.
   • Select Status — Filter by one or more statuses, or leave empty to include all.
4. Click Create PDF to download the report.

Managing Custom Reports

Click Manage Custom Reports to create, edit, or delete report templates for your district.

To create a new template, click Create Custom Report and fill in:

• Custom Report Name — A label to identify the report.
• Report Base Type — The data source for the report: Inspections report, Checklists report, or Tasks report.

Once created, your custom report template will appear in the Available Custom Reports table, showing its name, base type, and the fields it includes. Use the Edit or Delete buttons to manage existing templates.

Note: Custom reports are district-specific. Each district has its own set of report templates.