Would you like to get a custom report that you can use in Fishbowl? Fishbowl offers dozens of reports, but if you need one that doesn’t conform to any of the existing ones or if you would like to modify an existing report to better meet your needs, you can ask for a custom report.
All you have to do is log into Fishbowl and open the Reports module. At the top of the module you will see a long line of buttons with icons and “Request’ is in the middle of them. Click on it and a Report Customization Request window will pop up on the screen.
First, fill out a few text fields with this information to identify yourself:
- Company Name
- Contact Name
- Phone Number
- Email Address
- Report Title
- Describe the data fields to be shown on the report
- Describe parameters to appear in the Modify Report window
- Describe filters to appear in the Modify Report window
- Describe the report layout
- Which version of Fishbowl should the report be built for?
- Explain any special cases to consider