Starting from a Preset Report, you can customize it and create shared custom reports that are useful for your organization.
Who can create and edit Shared Custom Reports?
Check out Reports: Permissions to learn more.
Custom Report Best Practices
Determine a consistent report naming convention for your users
Since all Shared Custom Reports are listed on the Reports menu page, ensure all users follow a consistent naming convention so the report list is clean and easy to navigate
Avoid creating reports with sensitive report names
All reports you create are visible to any Admin or Manager users. Ensure the report names and content are appropriate for all these users to view.
Always create a New Report when customizing another user's report
You can overwrite a custom report created by another user. If you want to customize someone's report, we highly recommend creating a new report first, before making any customization, to avoid accidentally overwriting someone else's report.
Create a Shared Custom Report
Choose an appropriate Preset Report
Configure the report based on report customization features
Note that Display Unit is determined by each user and cannot be saved
Once you've made any changes to the preset, "Changes made to the report" will appear > Click Create Report
Add a unique report name it as per your organization's naming convention > Click Create.
The creator, the date and time created will be displayed on the Reports menu page.
Update a Shared Custom Report
Open the custom report.
Make any changes you need.
Hover over "Save" and choose "Save Changes"
Once saved, all the changes will overwrite the previous settings
Your name will be listed under the Last Updated column in the reports menu page
⚠️ Important
Users can update custom reports that are NOT created by them
If you are not the creator of the report, we recommend creating a new report unless you are sure that the creator agrees with the changes you made to the report.
If you didn't click Save Changes, any changes you've made to a report will NOT be saved.
Create a New Report from a Custom Report
You can also create a new report based on an existing shared custom report. To avoid making accidental changes to the original report, we recommend creating a copy first before customizing the report.
Open the custom report
Make a copy of the report by making a minor change e.g. drag and drop one of the columns
Changes made to the report will appear with a "Save" option.
Hover over "Save" and choose "Create a New Report"
Give the report a unique report name based on your organization's naming convention.
Customize the report with the report customization features as needed
Hover over "Save" and choose "Save Changes" in your new report
If you didn't click Save Changes, any changes you've made to a report will NOT be saved.