Overview
The custom report builder lets you create reports from any data source in Cloudclerk. You pick a source, choose which columns to include, apply filters, preview the results, and then export or save the report. The entire process takes place on a single page with a guided three-step layout.
Step 1 — Select a Data Source
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Navigate to Reports and click Build Report, or press N.
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Under 1. Select Data Source, click the card for the data source you want to report on. The selected card shows a highlighted border. Available sources include clients, tasks, time records, invoices, processes, and documents.
Step 2 — Choose Columns
Once you select a source, a 2. Columns card appears on the left. Each available column has a checkbox.
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Tick the columns you want to include in the report. Columns marked as default are pre-selected.
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Use the Select All or Deselect All link in the top-right corner of the columns card to quickly adjust your selection. A counter shows how many columns are currently selected.
Step 3 — Apply Filters
A 3. Filters card appears on the right alongside the columns card. The available filters depend on the data source and may include:
- Date range — restrict results to a specific period
- Client — filter by a specific client
- Assignee or User — filter by staff member
- Status — select one or more statuses
- Boolean toggles — such as showing only overdue or unbilled items
Filters are optional. Leave them empty to include all data from the selected source.
Previewing Results
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Click Run Preview to execute the report with your current columns and filters. The button is disabled until at least one column is selected.
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The results appear in a Preview table below. The row count is shown next to the heading. You can sort columns, resize them, and browse the data before deciding to export or save.
Exporting Results
After running a preview, two export options appear alongside the Run Preview button:
- PDF — generates and downloads a formatted PDF of the report
- The preview table also supports CSV export through the built-in table export feature
Saving the Report
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Click Save Report (appears after running a preview). The Save Report dialog opens.
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Enter a Name (required) and an optional Description.
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Toggle Share with team if you want other staff members to see this report in their saved reports list.
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Optionally enable scheduling (see Scheduled Reports).
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Click Save Report to confirm. You are redirected to the saved report detail page.
What's Next?
- Scheduled Reports — automate report delivery on a recurring schedule
- The Reports Page — return to the reports hub