Create a Custom Report

Custom reports are created by a Super User or Administrator and are useful for generating reports that specifically meet the needs of their environment. To generate a custom report, a customized SQL query is run against the database and its output is displayed on screen.

Custom reports can be created in multiple ways:

  • By sorting, filtering, or removing columns from a generated report, to meet your own requirements.
  • By directly editing the SQL that is used to generate the report. You must understand how to use SQL to complete this method.

  • By creating a new report by using the Edit SQL feature to build a query by adding required tables and columns. This method can be done in multiple ways:
    • Select Reports > New to create a new report.
    • Use an existing report as the basis for the new report.
    You must understand SQL for this method. For more information about the database tables, see Database table and column descriptions.
  • By adding database tables and columns to existing reports.