Use the report builder

Start from a business question and use the report builder to shape the answer you need.

Where this lives

Use the report builder when the standard library reports are close but not specific enough for the question you need answered.

How to build cleanly

• Start with the base record type such as bookings, customers, or payments.
• Add filters before adding lots of columns so the result stays focused.
• Use date range, status, and ownership filters carefully because they change the meaning of every total.

What makes a good custom report

• It answers one business question clearly.
• It can be rerun by another teammate without guesswork.
• It avoids unnecessary fields that make exports noisy and hard to trust.