Reporting 2.0 - Custom Reports Usage Report

With this enhancement, a Custom Reports Usage Report is added to the Import Your Custom Reports flyout in Reporting 2.0. The report is only available to administrators and provides an export of custom report usage data in the portal that has been added to the Reporting 2.0 migration tool.

Clicking Custom Reports Usage Report on the flyout downloads a .csv file containing the Custom Report usage data. The report contains records for which the last run date was six months or less.

Administrators who are responsible for the migration of Custom Reports can use this report to pull Custom Report usage details directly from their portal to track the migration to Reporting 2.0 for their organization. Having a report on Custom Report usage gives administrators the information they need feel confident about their organization’s migration progress.

Note: To access the Import Your Custom Reports flyout, go to Reports > Reporting 2.0. Then, click Import Custom Reports in the upper-right corner of the Reporting 2.0 homepage.

Implementation

This functionality will be available on 13 April 2021. Upon implementation, this functionality is available in all portals with Reporting 2.0.

Click here to download the Reporting 2.0 Starter Guide.

Permissions

The following new permission applies to this functionality:

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Reporting - Export Custom Report Details - View

Grants access to the Custom Reports Usage Report in Reporting 2.0. The report is available for administrators only.

The report can be accessed by clicking the Import Custom Reports button on the Reporting 2.0 homepage, and then clicking the Custom Reports Usage Report link in the Import Your Custom Reports flyout.

Reporting

For information about additional Reporting 2.0 permissions, see the following:

  • Permissions in Reporting 2.0 - This provides detailed information about Reporting 2.0 permissions.
  • Permissions List - This provides the list of permissions and their relationships so that you know the specific permissions users need to create and view reports.