---
title: How to Build a Custom Report for a Site
description: How to Build a Custom Report for a Site
---

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# How to Build a Custom Report for a Site

## Custom reports allow you to create tailored report forms specific to individual sites, giving you complete flexibility over the information captured during a shift. This article outlines the steps to build a custom report for a site and make it available for use by employees through the Cerely mobile app.

1. From the home screen in Cerely, click on the **Sites** tab from the Cerely top main menu

![](https://help.cerely.com/hubfs/Knowledge%20Base%20Import/i54y5zKSiVLB3SyCVLnNqLqtBvykA045ng.png)

2\. Select the **Site** you wish to build a custom report for 

![](https://help.cerely.com/hubfs/Knowledge%20Base%20Import/VJqyA2hXh1c9n--XVTcNdMJK94-_4tGW8A.png)

3\. From the left-hand menu, select **Reports Setup**

![](https://help.cerely.com/hubfs/Knowledge%20Base%20Import/m9yuFbNtRLIthXpxIkLSFP8o9keP_DJKjA.png)

4\. Click on the **+ Create New Report** button on the right hand side and from the drop down menu select**+Build Custom Report** 

![](https://help.cerely.com/hubfs/Knowledge%20Base%20Import/9il2SKpfJmYFTNXID7ToPrCYXMnFWbjtEQ.png)

5\. In the pop-up box, Enter a Report Name and select a Type of Report from the dropdown menu or create a new report type category from this screen 

![](https://help.cerely.com/hubfs/Knowledge%20Base%20Import/wJbV8jAvh3W4NYJ4O_z2739XfGKNj_ewDg.png)

6\.Drag and drop the fields you want included in your custom report

![](https://help.cerely.com/hubfs/Knowledge%20Base%20Import/SFL0N8-ePGmcBtLeXJjfAmyFduYJ7N4loQ.png)

 

7\. Click the **Preview** button to review the layout and structure of the custom report template

![](https://help.cerely.com/hubfs/Knowledge%20Base%20Import/4WrSJT5kGG8XZqfMQV9jNyHyQuAwEcbZDQ.png)

8\. When satisfied with the report, click the **Save Template** button on the right hand side 

**![](https://help.cerely.com/hubfs/Knowledge%20Base%20Import/bMjrNh4FMbt2_HpcjjRZYgPQZ6IWwU-F6A.png)**

9\. The custom report is now saved to the site and available for use at this site only

**![](https://help.cerely.com/hubfs/Knowledge%20Base%20Import/MYUw9LFhwvTd5NHfu8J2ZoulzFTK2PHEfQ.png)**

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