In the top horizontal tool bar, click 'Reports', then select 'Design Custom Report' from the drop down menu.
The Report Designer window can also be opened by clicking on the 'Report Designer' command on the left side of the screen.
This short cut is only available in 'Deals and Quotes', 'Customers', and 'Inventory List'.
To load or delete an existing report, click on File in the upper left corner of the Report Designer window, and select either Load Report or Delete Report from the drop-down menu.
The system will display a list of custom report names. Select the report you wish to load or delete and click the OK button.
You may also use the Load and Delete buttons at the bottom of the Report Designer window.
