Run a custom report

Users with the Manage District Settings user permission can use the custom report builder. Create reports with custom criteria, and send them to a subset of users at a set frequency.

You can add, edit, view, delete, or schedule a custom report, as well as customize your view of this page.

To create a new custom report:

1. Select Reports > Custom Reports. The Manage Reports page appears.

   

2. Click Add Report. The Report Builder appears.

   

3. Do any of the following:

   Note: All custom fields for requests are available as selectable columns in reports.

   1. Use the drop-down to Select a Type.
   2. Enter a unique Report Name.
   3. Select a File Format: Excel or PDF.
   4. From the Date Range By drop-down, select one of the following:
      • Submitted for when the requestor entered the event.
      • Start Date for when the event occurs.
   5. From the Date Range drop-down, select from the following:
      • Last: Then enter the number of previous days you want to show.
      • Next: Then enter the number of days in the future you want to show.
      • Custom: Then enter a start and end date.
   6. Under Custom Columns to Display, do any of the following:
      • To select or deselect columns, click the column name, then click or .
      • To change the order of selected columns, click the column name, then click or .
   7. Use the drop-downs to select the following:
      • Site
      • Space
      • Location Type
      • Space Type
      • Classification
      • Group
      • Status
      • Event Type
   8. To sort your report, do the following:
      1. Under Sort Column, select which column you want to sort on.
      2. Under Sort By, select Ascending or Descending.
4. Click Save.
5. Click Next.
6. To add an additional report filter, do the following:
   1. Click + Add Custom Filter.
   2. Use the drop-down to select a field.
   3. Enter any additional information.
   4. Click Save.
7. Click Save.

To edit a custom report:

1. Select Reports > Custom Reports. The Manage Reports page appears.
2. Next to the report you want, click .
3. Make any desired changes.
4. Click Save.

To view a custom report:

1. Select Reports > Custom Reports. The Manage Reports page appears.
2. Next to the report you want, click . The report opens in a new window.

To delete a custom report:

1. Select Reports > Custom Reports. The Manage Reports page appears.
2. Next to the report you want, click . A confirmation pop-up appears.
3. Click Yes.

To schedule a custom report:

1. Select Reports > Custom Reports.

2. Next to the report you want, click . The Schedule Report pop-up appears.

   

3. Select the user(s) you want to receive the report.
4. Do one of the following:
   • To schedule a recurring report:
     1. Select the Recurrence checkbox.
     2. Select Daily, Weekly, Monthly, or Yearly.
     3. Next to Recur every, select the number of weeks you want between reports.
     4. Select the day(s) of the week to run the report.
     5. Select when you want the scheduled report to end:
        • No end date.
        • End after a set number of occurrences.
        • End by selected date.

• To send the report immediately, select the Send Report Now checkbox.

5. Click Save.