Custom reports are generated in CINC from your database. They are user-specific, so only the user who creates a custom report can see or edit it.
Setting up a Custom Report
In CINC, go to Reports > Custom Reports.
OR
In CINC with universal navigation, go to Reports > Generate Reports > Custom reports.
On the Custom Reports page, click New to create a new report.
On the Custom Report Parameters page, select the report type for the report to be created, then click View Parameters to populate the page with the report parameters.
NOTE: Report parameters vary depending on the report type selected.
Enter a name for the new report in the Description field and click Save.
Choose the parameters to include in the report by selecting the checkbox next to the parameter.
For each selected parameter, complete the following fields:
Sort Order: Enter a unique number to designate how the report is sorted. The report sorts first by the parameter labeled 1, then by the parameter labeled 2, and so on.
Column Order: Enter a unique number to define the order the columns appear in the report, from left to right.
Click Save.
To add filters to the report, click New in the Filter On section at the bottom.
Note: Commonly used filters include:
Association Name – Contains – [enter association name]
Address Type – Contains – physical: The term “physical” returns the address that has the Owner’s Mailing Address box checked.
Homeowner Status – Does Not Contain – previous This captures all but the previous owners. Use this rather than “Contains – owner” if you have multiple statuses that use the term “owner.”
Complete the following fields:
Filter On: Select the parameter to filter on. You can filter by any of the parameters listed. You do not have to include the parameter in your report to filter it.
Operation: Select the type of filter to apply.
Value: Enter the value to filter on.
Click Save.
Click Cancel to return to the Custom Reports page.
Generating the report
In CINC, go to Reports > Custom Reports.
OR
In CINC with universal navigation, go to Reports > Generate Reports > Custom reports.
On the Custom Reports page, select the checkbox next to the report and choose click one of the following buttons:
Preview: The report opens in a new browser tab that can then be printed or saved as a PDF.
Excel: The report is saved to the Downloads folder.
Editing a Custom Report
In CINC, go to Reports > Custom Reports.
OR
In CINC with universal navigation, go to Reports > Generate Reports > Custom reports.
On the Custom Reports page, click the hyperlink of the report to be viewed/edited.
On the Custom Report Parameters page, edit the parameters and filter options as needed.
Click Save.
Click Cancel to return to the Custom Reports page.
Deleting a Custom Report
In CINC, go to Reports > Custom Reports.
OR
In CINC with universal navigation, go to Reports > Generate Reports > Custom reports.
On the Custom Reports page, select the checkbox next to the report to be deleted and click Delete.
Confirm the deletion in the popup