u can now create your own custom report, as a system administrator you need to ensure the relevant permissions are applied to users for them to access the custom reporting area, these permissions can be found under the typical standard roles and permissions area.
Permissions required to access custom reporting area
There are two permission that you need to be aware of:
Custom Reporting – Admin (Default Reports Access) this permission provides access to all the prebuilt access reports in the custom report area, it will allow users to create and edit reports and share them with others. By default, we have assigned this permission to the system administrator role.
Custom Reporting – Standard User this permission provides access to the custom reporting area but restricts visibility to only the reports that have been shared with them, this is useful for the persona of managers who need access to specific reports for their teams or departments.
Create a custom report
To create the custom reporting, follow the below steps:
Click Reports then click Custom Reporting.
Click into the required report then within the report, navigate to Options.
Select Duplicate then name the report.
Click Save.
📌Note: Your custom version will then appear on the custom report's overview screen.
Make changes to your new report
To make changes to your new report, follow the below steps:
Select the newly created report from the custom reporting area.
Navigate to Options and select Edit.
From here you can easily adjust the positioning of the columns, to manage the columns, select columns from the menu on the right-hand side.
This allows you to choose which fields to include in your report by selecting or deselecting each option, you also have the option to group the report by specific data sets.
Once you made all the required changes, click Save.
📌Note: You can also watch our video that presents an overview on the custom reporting feature.