> 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

## :point\_right:Steps to Create your Customized Report

1. You can find the <img src="/files/eU41AMi9L3ycF8zKFscT" alt="" data-size="line">button in two pages: '**Library'** & '**My Reports**' page. Go to either of the pages using our navigation panel on the top, and click on <img src="/files/eU41AMi9L3ycF8zKFscT" alt="" data-size="line">
2. **Name** your report. Add **Report Description** if required, and click on '**Continue**'.

![Naming the Report](/files/HiwMrRucarPos7Oasqnf)

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.

<figure><img src="/files/LkSCYnM81B7dhRGRrVJu" alt=""><figcaption><p>Choosing the Report Category</p></figcaption></figure>

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.&#x20;

<div align="center"><figure><img src="/files/uJEWHX32ZPQqvVdg8zv3" alt=""><figcaption><p>Selecting the Report Type</p></figcaption></figure></div>

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.

&#x20;      *For example: In this case, we have chosen* *the **Last 30 days.***

<figure><img src="/files/00isVdNlpXxdZExuH4ku" alt=""><figcaption><p>Selecting the Date Range</p></figcaption></figure>

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*.

<figure><img src="/files/sNRVw9vdrNW5a4e9488Q" alt=""><figcaption><p>Building a custom report</p></figcaption></figure>

7. To save the report, click on the "**Save**" button. After saving, you can access your report anytime from the "**My Reports**" page.&#x20;

<div align="center"><figure><img src="/files/NyXJsMd7Ad0Y1q4NFpX4" alt=""><figcaption></figcaption></figure></div>

{% hint style="success" %}
&#x20;:star2: That's it. You've successfully customized your report. &#x20;
{% 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 %}