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# Manage custom reports

> Build, save, and reuse custom reports from any report table in the Payabli Portal

Business users and admins can save, update, duplicate, and delete custom reports in the Payabli Portal to reuse a specific view of their data without rebuilding it each time.

All portal roles can save, view, and manage custom reports, but which reports you can access depends on your role.

For scheduled email delivery of Payabli's predefined report types instead of a saved custom view, see [Manage automated reports](/guides/pay-ops-portal-automated-reports-manage). For an email or SMS alert on a specific event — a failed transaction, a new chargeback — instead of a report, see [Manage notifications (Portal)](/guides/pay-ops-portal-notifications-manage).

## Customize a report

You can customize reports with filters or columns. See [Reporting and analytics overview](/guides/pay-ops-reporting-analytics-overview) for more on Payabli's reporting options.

### Add columns to a report

Click **Columns**, select the columns you want, and click **Save**.

### Filter a report

Filtering works the same way in every report table. Click **Filters** to open the filter panel, define your criteria, then apply them to see the filtered data.

Filters work like this:

* For fields that accept multiple selections, the filter uses OR logic: selecting two values returns rows matching either one.
* For string fields, unquoted text matches partially. For example, filtering a name field with `Rivera` matches any value containing that string. Wrap a value in quotes for an exact match: `"Maria Rivera"` returns only that exact value.
* Some string filters also offer an **Exclude values** toggle, which inverts the filter — returning all rows except those matching the value you entered.

Most date filters apply a fixed range. For example, if you save a custom report with a date filter for July 1 to July 3, 2026, reopening it later still shows that same fixed range. It doesn't shift to "the last 3 days."

## Save a new custom report

Save a custom report when you've configured a report's columns and filters the way you want them and expect to need that view again.

1. Open the report you want to save.
2. Configure its columns and filters.
3. Click **Save Report**.
4. Enter a name and description (optional) for the report.
5. Click **Save** to confirm.

## View and update a custom report

Load a saved custom report to review its data, or change its columns, filters, name, or description.

1. Click the dropdown arrow beside the report's title or breadcrumb.
2. Select the custom report you want to view. The dropdown lists every custom report saved from that table.
3. To refresh the report's data, click the refresh icon next to **Save Report**. To change the report's columns or filters, use the **Columns** and **Filters** buttons.
4. Click **Save Report**, update the name or description if needed, then click **Update** to confirm.

You can also load a report from **Settings > Custom Reports**: click its three-dot menu, then select **View Report**.

## Duplicate a custom report

**Settings > Custom Reports** lists every custom report in your organization, with its name, description, report group, report type, columns, filters, and created and updated dates.

1. Navigate to **Settings > Custom Reports**.
2. Find the report you want to duplicate.
3. Click the three-dot menu and select **Duplicate Report**.
4. Click **Duplicate** to confirm.

The duplicate keeps the original's name with **(Copy)** appended. To rename the duplicate, see [View and update a custom report](#view-and-update-a-custom-report).

## Delete a custom report

Deleting a custom report is permanent and can't be undone. The Portal asks you to confirm before deleting.

1. Navigate to **Settings > Custom Reports**.
2. Find the report you want to delete.
3. Click the three-dot menu and select **Delete Report**.
4. Click **Delete** to confirm.

## Related resources

See these related resources to help you get the most out of Payabli.

#### Related topics

* **[Reporting and analytics overview](/guides/pay-ops-reporting-analytics-overview)** - Understand how custom reports work before managing them
* **[Use reporting endpoints](/guides/pay-ops-reporting-overview)** - Do the same thing programmatically with the reporting APIs
* **[Manage notifications (Portal)](/guides/pay-ops-portal-notifications-manage)** - Get an email or SMS alert on a specific event instead of a report