video1.0<iframe src="https://www.loom.com/embed/e830a03015d14263973f80930f0e5cbc" frameborder="0" width="1838" height="1378" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>13781838Loomhttps://www.loom.com13781838https://cdn.loom.com/sessions/thumbnails/e830a03015d14263973f80930f0e5cbc-00001.gif326.143In this video, I provide training on building custom reports using Arlene Insights. I demonstrate how to add a summary element to a monthly expense report, allowing for a quick overview of the detailed information in the table. I show two methods for creating the summary: adding a number item and using a fillable activity amount. Additionally, I explain how to filter the summary based on activity type and include visual effects like images. Finally, I discuss the option of adding a pivot table for a more detailed breakdown of expenses by client and month. This training will help you effectively build your own reports.