Creating a Custom Report
Who is this article for?Administrators who want to learn more about creating custom reports.
Professional Version access will be required.
Professional access in Ideagen Academy opens the door to a powerful capability—creating custom reports. Tailor your analytics, delve into specific metrics, and make informed decisions with precision, enhancing your overall experience within the platform.
1. Creating a Custom Report
- To create a customised report in the Academy, click on the Reports icon on the dashboard and select the Custom tab.
- A list of existing custom reports will display.
- Click Create.
- If you do not have any custom reports set up, click the Create your first report link.
Custom Report Features | Description |
---|---|
Report Title | This field is mandatory. Please do NOT use the characters / or \ in the report name otherwise the notification will not work. |
Output Information | Select the fields you want included in the report. |
Rules |
You can optionally apply one or more rules to define specific data to be captured by clicking Add rule and selecting a rule from the drop-down list. To add more rules, click Add rule and repeat the process until you have entered all required rules. Note: If you add more than one rule, you can use the AND/OR logic operators between each rule. |
Scheduled Export/Enabled |
Select Yes from the drop-down list if you wish the report to be emailed on a regular basis to you and/or other users. See Filtering and Scheduling Reports. |
- Once you have finished, click Save to save your customised report and view the results.
Tip: All custom reports are stored in the Custom tab. You can edit, export, or delete any of your custom reports using the icons in the Operations column.