Custom reports

Using Custom Analytics, you can take a standard report and customize it using the Explore tool. Customizing may include adding and removing data points, rearranging columns, creating visualizations, and more.

Key info

  • Explore is the tool that lets you customize reports.
  • When you customize a report, the standard report that was the origin is not changed.
  • After customizing, you can save the report as a dashboard or Look.

Create a custom report with Explore

  1. Run a report.
  2. From a tile's dashboard, click and select Explore from here.

    Explore opens.

  3. (If applicable) Select filters to limit the report.

    Note: Changing filters in Explore does not affect the standard report. Filters here apply only to the custom report you are creating.

  4. Customize the report:

    Add filters and data points:

To:

Do this:

Add filters

Expand a data point category. For the data point you want to add as a filter, click . Repeat for each filter that you want to add.

Add data points

Expand a data point category. Look for the data point you want. Click it to add it to the data grid. Repeat for each data point that you want to add.

  1. Here are some of the things you can do in the data grid:

Task

Description

Remove data points

To remove a data point (column), click and select Remove.

Filter data points

To filter a data point (column), click and select Filter. In the Filters panel, enter values.

Hide data points from visualization

To hide a data point from the visualization, click and select Hide this field from visualization.

Pivot data points

To pivot a data point, click and select Pivot.

Copy values

To copy the column header and all column values, click and select Copy values. You can then paste into a spreadsheet, text file, and so on.

Add a totals column

To add a column total, click Totals in the data grid bar.

Move columns

Click a column heading and drag the column to where you want it.

Sort columns

Click a column heading and when the arrows appear, click to toggle between ascending and descending order.

  1. Here are some of the things you can do in the visualization:

Task

Description

Select a visualization

From the Visualization bar, click a visualization icon. Some examples are table, column, bar chart, scatterplot, line, pie chart, and more.

Change the "look" of the visualization

From the Visualization bar, click Edit. You can then change the theme, format, and more.

Forecast

From the Visualization bar, click Forecast. Forecasting lets you add data projections to new or existing Explore queries to help predict and monitor specific data points.

Manipulate columns

Click to freeze, copy values, autosize all columns, or reset all column widths.

Sort columns

Click a column heading and when the arrows appear, click to toggle between ascending and descending order.
  1. From the dashboard menu, click Run.

    The system generates your custom report.

  2. Click , select Save and select an option.