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How to Create a Custom Report Template in Skarbe
How to Create a Custom Report Template in Skarbe

Custom Report Templates in Skarbe is allowing advanced users to tailor reports to their specific needs and preferences.

Mikita Martynaū avatar
Written by Mikita Martynaū
Updated over 5 months ago

Overview: This guide will assist you in creating Custom Report Templates in Skarbe, allowing advanced users to tailor reports to their specific needs and preferences.

Steps:

  1. Navigate to the Reports Section:

    • Click on "Reports" in the left-hand menu.

  2. Initiate Report Generation:

    • Click on the "Generate report" button.

  3. Fill in Report Details:

    • Enter a report name.

    • Select "Custom Template" as the report template.

  4. Customize Your Report:

    • Add and configure the sections you need, such as contacts, companies, deals, and other relevant data sources.

  5. Generate the Report:

    • Click "Generate" to create the report.

  6. Review the Report:

    • Review the customized report to ensure it meets your specific requirements.

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