Customize a report

Avalara License Management provides a set of system reports. If system reports don’t show the information you need, you can build custom reports according to your needs. A report is an arrangement of information in rows and columns where each row is a result, and each column is a field. The customize option enables you to determine the columns and rows to display in the report. 

You can use the customize option to: 

• Add or remove fields  
• Add or remove filters  
• Save a custom report 
• Schedule or share a custom report 
• Generate a custom report 
• Email a custom report 

Navigate to a system report or saved report and click Customize to modify it.