9.2 Custom Reports

Custom reports can be access via the quick links ‘Report’ section located left hand side of screen

or click on the Menu link – Reports – Custom Reports

To create a custom report, click on the ‘create new report’ button

Select the output fields that you wish to see in your report by clicking the applicable check-box on the left (blue column). A tick will appear, indicating your selection. The right side of the report (green column) is used to determine your selection criteria. You can also select the display type and the desired document set-up

For example, to create a report to see the first name, last name and age of all male members with the occupation of Student. Add a tick beside the first name, last name, and age on the left, and select gender as Male and occupation as Student on the right. Click ‘Display Report’ at the bottom.

Saving a Custom Report as an XML file
To save a Custom Report as an XML file you will need to run the report and then save the template file to your computer.
Note: The Display Type needs to be selected as CSV to see this screen to save your report.

Uploading your Custom Report XML file to SurfGuard
Once you have saved your report you can simply upload the XML file to SurfGuard.