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Process for Creating Your Custom Report for Advanced Analytics

For more information about the availability of this feature, contact your Account Manager.

Creating your own or customizing an existing report allows you to have a report that has been tailor-made for you and your company's needs. You will be able to specify what data should be used for your report, how it will be presented, and more. 

To begin creating your report, you will have two options:

  • To create a new report, navigate to the top left-hand corner of the screen, click Reports, and click Classic Designer View.


  • To modify an existing report, go to Edit and click Design towards the top of an opened report.


There are six menu items located on the left side of the 'Report Designer' page for you to create your custom report:


  1. Data Source - Select the data sources containing the fields you would like to use to create your report.
  2. Design - Create report parts and filters, and use the fields to create your report body.
  3. Format - Customize your report with a header, footer, report title, and report description.
  4. Exporting - Preview your report and make changes to the report layout for exporting.
  5. Schedule - Create scheduled instances and alerts for your report and share via email.
  6. Access - Set access rights to control who can see your report and what level of access they are allowed
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