xWebinar: Creating your first custom Report for Beginners

Wednesday 5th August 2026 | 1:00 PM – 2:00 PM AEST

Ready to create your first custom CABINET VISION report?

Join Joshua for this beginner-focused webinar where you'll learn the fundamentals of custom report creation.

Discover how reports are structured, explore report properties and data sources, and gain hands-on insight into the Report Designer.

You'll also learn how to adjust layouts, add new data fields, and organise report groups to create reports that better suit your business needs.

What You Will Learn:

• Understand the purpose and capabilities of custom reports

• Identify key report properties and data sources

• Navigate the Report Designer interface

• Modify report layouts and design elements

• Add new data fields to reports

• Reorganise report groups for improved presentation

• Take the first steps toward creating their own custom reports
  

Session Agenda:

• Introduction to Custom Reports
  Examples, benefits, and real-world applications

• Report Properties & Data Sources
  Understanding report structure, links, and table queries

• Working in the Report Designer
  Page setup, layouts, design elements, and data fields

• Reorganising Report Groups
  Improving report readability and organisation

• Live Q&A
  Ask questions and get tips for continued learning
  Whether you're completely new to report customisation or looking to build confidence with reporting tools, this session will provide practical knowledge you can apply immediately.
  

Register today and start building custom reports with confidence!

This is an exclusive xWebinar for Planit+ members. Registration links are sent via email.

Not a Planit+ member or haven’t received an invite? Contact us for more information.