I'm here to share with you the options on how to create a custom report using your preferred fields, @tvmllc2012.
If you want to add your company name on the report, simply click the Pencil (Edit) icon above the report name. Let me guide you how.
- Go to Reports from the left menu.
- Enter the report name in the Search box and select it.
- Click the Pencil (Edit) icon above the report name.
- Add a company name that you want.
- Click Save customization.
- Enter the custom report name.
- Click Save.
The screenshot below shows you the last five steps.
However, if you're referring to the company names of your customers or vendors, there isn't a way to add a custom field on the report. With this, I'll submit this to our product developers so they can consider it for future updates. I'd recommend checking out our blog posts to learn more about our product improvements.
You can always go to the Custom Reports tab to see all of your custom reports. Just go to the Reports menu and select this tab as seen in the screenshot below.
Also, I'd suggest visiting this website: Memorize Reports. This link provides you steps on how to run, export to excel, edit, delete a memorized report, and set an email schedule for it.
I'm here anytime you have other concerns. Have a good day, @tvmllc2012.