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7. Building a Custom Table Locate the 5 tabs under the Layout

Locate the 5 tabs under the Layout section. Each tab contains a list of variables which can be included in your table. To select a variable simply click on the desired field and then click the Add arrow to the right. The variable will now appear within the right frame.

Once all desired variables have been selected users can Save the report for later use. Use the Saved Custom Tables dropdown to access previously stored report formats.

To generate your report containing your desired variables on the target companies click on the Magnifying Glass icon to view in your browser or use the Excel icon in the upper right hand corner to export.

Tip: To change the location of a particular variable in your report prior to exporting, click on the specific variable in the right pane and move up and down the chain.

Selecting Magnifying Glass icon will launch a menu with additional reports which includes a Quicklist and Company Reports that allows users to generate multiple reports such as Executives and Corporate Family.

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