Creating a Custom Report manually

Updated by Cheryl Wallace

Beginning with an existing report and making modifications is a simpler and quicker option for creating a custom report. See Duplicating a Report.
  1. Click Reporting on the left side menu then click Reports.
  2. Click to start a new report.
  3. Enter the basic information on the General tab. Required information is Name, Report Category, Report Type, Visibility, and Report Style. The report will default to Active.
    1. Select a family of reports from the Report Category options which mirror the menu and report groups.
    2. Select standard report to use as a template from the Report Type list.
    3. Select the Report Style. Available options are
      1. Tabular for standard column-based reports
      2. Summary - not supported at this time.
      3. Label - not supported at this time.
  4. Click Columns. Select the desired columns to add to the report. The columns available are according to the Report Type selected on the General tab.
  5. Click Sorting. Add one or more sort order for the selected columns.
  6. Click Filtering. Add one or more filters to be selected at runtime or hard-coded into the report.
  7. Click Layout. Arrange the columns and add any desired groups.
  8. Click to save the report. The new report will be available in the same folder as the Report Category selected.

Proceed to favorite or run the report.

See also:

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