Build a custom report

Use the report builder to pick data, join it, filter and group it, and save it as your own report.

When the standard library does not have the exact answer you need, the Builder lets you assemble your own report by choosing what to measure and how to slice it. A report you build is saved alongside the standard library so you can return to it and run it like any other.

Choose your data

  1. Go to Analytics > Builder (or select New Report from the Library).
  2. Add one or more tables to the canvas from the available data sources. Each table is a record type from a module, grouped by area (Sales, Inventory, Production, Workforce, and so on).
  3. Select a table to open its properties panel and tick the columns you want in the result.
  4. When two tables are related, the builder proposes a join for you. Review and adjust joins in the Joins tab.

Shape the result

The tabs below the canvas refine the output. Use only the ones you need:

  1. Filters keep rows that match conditions you set. Choose a column, an operator (equals, contains, greater than, between, is empty, and so on), and a value, and combine them with All (AND) or Any (OR).
  2. Group & Aggregate rolls rows up: set an aggregate (Sum, Count, Average, Minimum, Maximum) on a column, then choose the columns to group by.
  3. Calculated adds a derived column from an expression, for example [orders.total] * 0.1.
  4. Having filters on aggregated values once you have an aggregate column.
  5. Sort orders the result by one or more columns, ascending or descending.
  6. Parameters add inputs the report asks for at run time (a date, a number, a text value), referenced in filters with @name.
  7. Options sets how many rows come back: All rows, Distinct rows, or Top N.

Save it

  1. Select Save Report.
  2. Give it a name and description, pick a category so it files under the right area in the Library, and choose its visibility: Private (only me) or Company (everyone).
  3. Save. The report appears in the Library tagged Custom, and you can run, edit, or favorite it like any standard report.
Add tables  ->  pick columns  ->  join  ->  filter / group / calc / sort  ->  Save Report  ->  Library

How the builder compiles and runs your query is internal and is not documented at the customer tier.

Where to go next

  • Run and scope your new report in Run a report.
  • Save a copy of a result with Export a report.
  • For the full list of available data and who a report can be shared with, see the in-app help center.