Creating a new custom Report in PlanSwift allows you to view data and information that fits the criteria you need. If you go to the Reports tab now, you will see all of the default reports that PlanSwift offers, as well as any custom reports that you may have created.
Select one of the report formats that is closest to what you are looking for, and click the green plus (+) button under Report Layouts. This opens a window where you can rename the new Report you are about to customize; from there start filtering based on what you would like to see.
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