CARDEXCHANGE®
CONTROLLER

OPERATIONS MANUAL

Last Updated: November 30th, 2021

Creating and Using Custom Reports

If you would like to define search terms for your reports, and show only particular records, you can do so by setting up a Custom report.

Here in the Custom reports pane, you can create a new report by clicking on the + button in the top right corner. Then name the report and define the search terms you would like. Finish the creation by clicking on the Save button in the bottom right corner. 

Now that the reoport has been created, you can choose the format you would like the report to b outputted to and then click on the cloud icon to the right of the custom report that you would like to run to download that file.

If you want to edit a custom report, you can click on the pencil icon to the right of the custom report that you would like to change, modify the search parameters, then click on save in the bottom right.

To delete a custom report, click on the trashcan icon to the right of the custom report that you woulc like to delete, then confirm the delete by clicking yes in the pop-up box.


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