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Open the business reports page in your Wordbee Translator. Then click the Add new report link:

 

The following dialog opens:

 

Under Reference report select an existing report which you want to customize. Then type a Title and click Ok.

Although you can immediately customize the report layout from this screen, for the purpose of this tutorial, we will do it in a next step.

 

Your new report is now shown in the list of all reports and you can hit Create report to see if it works.

Customize your report

Next to your report you can see an Edit link. Click this link to open the editing dialog:

From here you can change title, description and color (of the title in the reports list). You can also delete your report from here.

But let's now focus on customizing content and layout.

 

Click Download Excel file to get the report template:

The template looks much as the final report but without the data. Instead it includes "placeholders" that define which data field shall be inserted in which place. Excel line #6 will be repeated for each row of data.

You now need to apply your changes to the template and then upload it to the dialog above. 

 

Next: Editing report templates