--- title: "Create Custom Report" slug: "create-custom-report-1" description: "Report example: follow the wizard steps to create your own report." tags: ["HR"] updated: 2023-02-28T18:41:06Z published: 2023-02-28T18:41:06Z canonical: "help.lanteria.com/create-custom-report-1" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.lanteria.com/llms.txt > Use this file to discover all available pages before exploring further. # Create Custom Report Follow these steps to create a report that shows FTE by Locations: 1. Go to **Reports** > **Report Center**. 2. Click the **new report** button.![](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/image-1674203538136.png)This will open the **Report Generator Wizard**. You can move between tabs using the **Back** and **Next** buttons at the bottom of the form or by clicking whatever tab you need. 3. Enter the report title, in this case, *FTE Distribution by Location*, in the **Title** field.![](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/image-1674203574930.png) 4. Enter the report description into the **Description** field. 5. In the Report Group field, select the report group(s) to which the report will be added. Select a predefined or custom report group in the left pane, and then click Add to add the report to that group. To remove the report from a report group, select the group in the right pane, and then click Remove. Custom report groups are displayed under default groups that represent modules. *Note**To be able to select a custom report group in the **Report Group** field, you need to* [*add custom report groups*](/v1/docs/create-custom-report-groups) *to the **Report Groups** list under **Settings** > **Site Lists and Libraries** > **Report Groups**.* 6. Since the order in which the reports appear is not important in this case, leave the **Report Order** field blank. 7. Select the check boxes next to HR and Local HR roles in the **Roles** field. 8. Click **Next**. 9. In the **Select List** field, select **Employees** and click the **Add List** button.![](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/image-1674203636329.png) 10. Select the **Job Positions** list as the second list.![](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/image-1674203674071.png) 11. Next, click the **Select Fields** button next to each list name.![](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/image-1674203692639.png) 12. For the purposes of this example the fields to be included into the report are *Country*, *Full Name*, *Job Position*, *Job Role* and *Location* for the **Employees** list and *Planned FTE* for the **Job Positions** list.![](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/image-1674203713350.png) 13. Go to the **Filter** tab.![](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/image-1674203831411.png) 14. Click the **Add Filter** button next to the *[Employees].[Country]* field name. Select **User defined values** on the form that appears and click **Save**.![](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/image-1674203851135.png)![](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/image-1674203864898.png) 15. Go to the **Grouping** tab and click the **Add Group** button next to the *[Employees].[Location]* field, which will be the first-level grouping parameter.![](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/image-1674203896316.png) 16. To have the country name displayed next to location in the report, click the add icon next to the group name and select the **Country** field.![](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/image-1674203924656.png)![](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/image-1674203946991.png) 17. To add the second-level grouping, click the **Add Group** button next to the **Job Role** field.![](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/image-1674203970451.png) 18. Go to the **Order** tab to rearrange the order in which fields are displayed in the report using drag-and-drop.![](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/image-1674203987657.png) 19. Go to the **Totals** tab to set up how the resulting values are to be calculated. Select **Sum** from the drop-down lists in the **Planned FTE** column for both groups and in **General Totals**.![](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/image-1674204003337.png) 20. Go to the **Preview** tab to preview the report.![](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/image-1674204018854.png) 21. Click **Submit** to save the report and go back to the Report Center.![](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/image-1674204053340.png) If you added the report to a custom report group, the report will be available in that custom report group in addition to the specified module group. For such a report, under the report name, you will be able to see the name of the module group it was added to (if you view it from a custom group) or the name of the custom group (if you view it from the module group).![](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/image-1674204075071.png) 1. Click the report name and then **View** to run it.![](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/image-1674204101441.png) ## Related - [Create Custom Report](/create-custom-report.md)