Available on web browser only
Custom Reports let you build a report view that matches what you need by adjusting filters and selecting which fields appear in the results. Once the report is set up the way you want, you can run it, save it for later, and export or email the results.
What you’ll find in this article
How to open and configure a custom report
How to set filters and choose fields
How to run the report
How to save a copy vs save a template
How to export or email report results
Before you start
Custom Reports are available on web browser only.
You must have the Custom Reporting permission enabled on your staff profile to access and create custom reports.
1) Open Custom Reports
Navigate to Reports in the left navigation menu.
To configure an existing report, select Configure next to the custom report you want to edit.
To create a new custom report, select Add Custom Report, then choose the report type from the dropdown at the top.
2) Set your report filters
In the Filters section, select the filters you want to apply.
Choose options based on how you want the data pulled.
Tip: Filters control which records appear in the report. If your results look too large or too small, adjust filters first.
3) Add or remove fields in the report
Fields control which columns show in your report results.
Under Available Fields, check the box next to any field you want to include.
To remove a field, select the X next to the field under Added.
Reorder fields
Under Added, select and hold the up and down arrows next to a field.
Drag and drop the field into the order you want.
4) Add advanced filters (optional)
If you need more detailed filtering:
Open Add Advanced Filters.
Configure the advanced filters you want to apply.
5) Run the report
Select Run Report once your filters and fields are set.
This refreshes the report results using your current configuration.
6) Save, export, or email results
After running your report, you will see options in the upper right-hand corner.
Save a Copy
Select Save a Copy to save the report exactly as you built it, including your filters and fields.
This saved report is for your view only.
Save a Copy as Template
To save a report as a shared template:
Select the dropdown arrow next to Save a Copy.
Choose Save a Copy as Template.
This saves the report with your selected filters and fields.
The saved template is shared with other admins who:
have access to the report you started from, and
have Custom Reporting permission enabled on their profile.
Configure
Select Configure to return to editing mode and adjust filters or fields.
Export Results
Select Export Results to export the report to a .csv file.
Select Email to open the Communications module with the report results loaded as recipients. This is helpful when you need to message a specific group pulled from the report.
FAQs
What is the difference between Save a Copy and Save a Copy as Template?
Save a Copy creates a personal saved version of the report. Save a Copy as Template creates a shared template available to other eligible admins.
Who can use shared report templates?
Admins who have access to the base report and have Custom Reporting permission enabled can use shared templates.
Can I edit a saved report later?
Yes. Open the report, select Configure, and adjust filters or fields as needed.
Can I email people directly from a custom report?
Yes. Use the Email option to open the Communications module with the report results loaded as recipients.