Create a Custom Report

You create custom reports in the Report Wizard, which breaks down the process of creating a report into several stages:

• Properties
• Columns
• Grouping
• Order
• Filters
• Summary

In advanced mode you can also specify whether to return NULL values, change the column sorting, and edit the WHERE statement in the SQL that retrieves the report data.

To create a custom report

1. Go to Home > Reports > Report Manager. The Report Manager opens.
2. Click Report Wizard. The Report Wizard opens with a list of custom reports for which you have at least read-only access permission.
3. Click + Create Report. The Create a new report page opens at the Properties step.
4. Enter a unique ID for the report.
5. Enter the report name.
6. Select the report type from the drop-down list. The type of data returned by the selected report type is shown below the drop-down.
7. Click Save.

Next step: Select Custom Report Columns.

Additional Information

Select Custom Report Grouping Information

Select Custom Report Column Order

Select Custom Report Column Filters

Select Custom Report Output Options and Access Permissions

Select Optional Tables for Custom Reports (Advanced)

Select Custom Report Columns to Sort on (Advanced)

Edit Custom Report SQL Selection Criteria (Advanced)

About Custom Reports