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Overview

Custom Reports are created in Report Menu Configurations, located under the Advanced Setup option of the

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Admin and Maintenance tab.  Custom reports can be added to Before Posting, After Posting, Sales & Revenue, Customer Info, Central Office, Claims for Reimbursement, or the Custom Reports ribbon in Reports and Letters.

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If reports have been added to the Other Reports section of Report Menu Configurations, they will appear under Custom Reports.

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From the Reports and Letters tab, locate and click on Custom Reports. Then, select the appropriate custom report.

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