Manage Custom Reports

To access custom reports, go to Reports > Custom Reports.

Create a Custom Report

To create a custom report, click the New drop-down, and then select the appropriate report type.

You can also create a custom report by right-clicking the folder in which the new report will be stored and selecting New Report.

See Create Custom Report - Overview.

Copy a Custom Report

To copy a custom report, you must first search for the report that you are copying using the search field. See Custom Reports Overview.

After locating the appropriate report, click the Actions drop-down arrow for the report and select Copy. You are taken to the Select Fields page to begin copying the custom report. See Create Custom Report - Overview.

Edit a Custom Report

To edit a custom report, you must first search for the report that you are editing using the search field. See Custom Reports Overview.

After locating the appropriate report, click the Actions drop-down arrow for the report and select Edit. You are taken to the Select Fields page to begin editing the custom report. See Create Custom Report - Overview.

Move a Custom Report

Custom reports can be moved between report folders by dragging and dropping the report from the Custom Reports table to the appropriate folder within the Folders panel. However, a report cannot be dragged and dropped into the All Folders folder.

View an Existing Custom Report

Reports that you have created or that have been shared with you appear in the Reports table. The following sections explain the information in the Reports table, as well as the filters that are available and the All Folders section.

Create a Chart for a Custom Report

Chart features are available for custom reports, allowing you to configure and view your report data in chart form. See Chart Designer Overview.

Publish a Custom Report as a Dashboard Widget

Custom reports can be published as dashboard widgets. Once the report is published as a widget, the widget is available to add to a dashboard from the Published Widgets category when creating or editing the dashboard. See Publish Charts to Dashboards Overview.

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