> For the complete documentation index, see [llms.txt](https://docs.reportpundit.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.reportpundit.com/getting-started/create-a-customized-report-and-auto-schedule-it.md). # How to Create a Custom Report and Auto-Schedule It Learn how to create custom reports for your business with Report Pundit and have it sent automatically to your preferred destination. ## :point\_right:Steps to Create your Customized Report 1. You can find the button in two pages: '**Library'** & '**My Reports**' page. Go to either of the pages using our navigation panel on the top, and click on 2. **Name** your report. Add **Report Description** if required, and click on '**Continue**'. ![Naming the Report](https://3511479413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MVN3iF-DdMhu4BVsTA9%2Fuploads%2FwEvwlclWEqN72vy6IL3m%2FNew.gif?alt=media\&token=acb33d08-c283-4729-a8fe-80cf1fb0c12c) 3. Select your **report category** from the **13 options provided**. Once you have selected your category, you will be prompted to **confirm your selection**, and the appropriate **fields** for that category will be **displayed**. Click on "**Proceed**" to continue.

Choosing the Report Category

4. The **first report type** from the **report category** will be chosen by **default.** In case you want to see or change the report type, select the **Report Type,** and choose the Report Type, from the sidebar on the left.

Selecting the Report Type

5. Select your **desired date range** using the **Date Selector** tab. We have several **preset dates ranges** to choose from, **OR** you can select your **own start and end dates** according to your requirement. *For example: In this case, we have chosen* *the **Last 30 days.***

Selecting the Date Range

6. To **create your repor**t, select the fields you need by using the "**Select Fields**" tab. Use the **search bar** to locate the required fields for your report, which include (in this case) *Barcode (UPC), Inventory Quantity, and Price*.

Building a custom report

7. To save the report, click on the "**Save**" button. After saving, you can access your report anytime from the "**My Reports**" page.
{% hint style="success" %} :star2: That's it. You've successfully customized your report. {% endhint %} ### Now, let's learn how to auto-schedule the reports. {% content-ref url="/pages/-M\_tGj1GDwaSOjC39uTB" %} [Email](/knowledge-base/schedules/output-options/email.md) {% endcontent-ref %} {% content-ref url="/pages/-M\_yd7837s4-vxAfkZOQ" %} [FTP](/knowledge-base/schedules/output-options/ftp.md) {% endcontent-ref %}