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Overview

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

Administration

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.

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

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

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