Custom Reports

Custom Reports can be created to show exactly which fields you want on a report.

Start by clicking the Custom Reports tab, then click the Add button in the top right.

(The icons under the Actions column allow you to Generate CSV, Preview, Edit, or Delete the report if it has been saved and shows up on this screen)

Click the drop down and select what type of report you want to generate.

From here, you can add a Report Name if you want to Save the report to be able to run later. If this report will be a one time thing then you don't need to have a report name.

Click the Report Fields drop down to expand it.

Here you can select which fields you would like to have on the report. The Select All check box can be checked and unchecked to turn on or off all of the fields and you can select the specific fields you want. To filter the data you want to see, simply select which options you want in the Values column for each field to either narrow it down as much as you want or leave it open to see everything.

Any field that says "Select Some Options" will have a list of options for you if you click in that field, some of them being lookups within the system such as Model, Asset Type, Etc. You can use the date fields to narrow down a date range for your results too if needed.

Once you've chosen the fields for the report, scroll to the bottom of the page and click the Order By drop down to choose how you want to sort the report.

If you added a Report Name at the top, you can click the Save button to save the report to be able to access from the custom reports menu to run again later.

Click the Preview button and it will open a new tab in your browser and show you the first 15 records in that data set for that report. Use this just to see if the report is going to look how you want before you generate the file.

Click the Generate CSV button to generate a excel file for the report.

If you would like to see an example of how to build a custom report, click Here