FuelerLinx USER GUIDE - How to Create a Custom Report

SUBJECT: How to Create a Custom Report 

1. Within the 'Analysis' module select 'Create Report':

1. Use the search box for key terms (such as Vendor, ICAO, Date, Tail, etc. ) to include within your report  > Select the box to the right of the topic you would like to include (within the 'All available FuelerLinx Data' section) > Use the arrows in the center to toggle the selected topics to the 'Currently Selected Data' box  > Select 'Run Report':

1. Name the custom report > Add a report description > Select 'Save and Run':

1. The report should appear as follows based on the selected columns:
   

1. To adjust the selected columns select 'Columns' to view all the available selections > then select the dots icon to the left of the column title to drag and drop the columns and organize the report as needed: 

1. Use the 'Settings' button to adjust key factors such as date filter and invoice status. By selecting an invoice status, this controls what type of transaction data is being pulled into the report.  For example in the screenshot below, only Reconciled transaction data will appear based on the Settings:
   

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