Customize a standard transfer report

Procedure

1. From the Transfers menu, in the Reports section, select Transfer Reports.

2. For the standard report on which you want to base the custom report, click Customize Report.

3. On the Customize Standard Transfer Report page, modify and generate the report you want.

   Note: The available and required options depend on the standard report selected. For details, see Customize Standard Report.

4. Click Continue to save the custom report.

5. On the preview page, verify the customized information.

6. Select one of these options:

   • Save – Saves the changes and returns to the Transfer Reports page, which displays the customized report
   • Save and View Report – Saves your changes and displays the customized report in the report viewer window