Create Report builds a custom report from the ground up, rather than relying on one of the standard reports already provided. Building a report follows the same four stages regardless of what the report is meant to show: selecting a row type, adding columns, defining an optional overall summary, and finalizing the report.

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Accessing Create Report

Create Report is accessible to accounts with Supervisor or Admin permissions.

1. Navigate to Reports > Create Report
2. The row type selection screen is presented, listing every available row type to build the report around

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Building a Report

1. Select a row type — see Row Types for how row types map to the underlying report styles
2. For a record-level row type, optionally narrow which rows are included — see Row Filter
3. Add one or more columns from the Predefined or Customizable tabs — see Column Types
4. Optionally select which column summaries should display in an overall summary at the top of the report — see Summary Metrics
5. Finalize the report: set its title, choose a sort column, and optionally add charts, then select Save Report — see Finalize the Report

Once saved, a custom report behaves the same as a standard report — it appears in My Reports and can be run, scheduled, exported, or assigned to roles and tags the same way.

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Row Types

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Row Filter

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Column Types

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Summary Metrics

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Finalize the Report