Generate customized reports

Customized reports allow you to select only the columns and information relevant to your analysis, offering greater flexibility.

Unlike predefined reports, you must create and configure the report before generating it.

Instructions

1. Go to Reports > Custom

Create a customized report

Who can use this feature

Users with the Admin or Customized + Manage permissions

1. Click on the ✚ button in the top right corner

2. Enter a report name with a maximum of 50 characters

3. Select the report category

4. Enter a short description for the report, if desired

5. Select the desired report under Data source, according to the concepts presented

6. Click on Select the columns for the report

7. Select the columns that will be displayed in the report in the side tab, at least one column must be selected

8. Click the Save button to add the selected columns

9. Click on Config the report filters

10. Configure the desired filters in the side tab, according to the concepts presented and according to the chosen report
    Mandatory filters will be marked with a red asterisk. The others can be filled in to refine the report, but they are optional.

11. Click the Save button to add the configured filters

12. Enable the option Do you want to make the report public? to make it visible to all users, or keep it disabled to make it visible only to you

13. Click the Save button to create the report

Generate a customized report after creation

Who can use this feature

Users with the Admin or Customized permissions

1. Locate the desired report

2. Click on the ⋮ button at the end of the line

3. Click on Open

4. Configure the desired filters in the side tab, according to the concepts presented and according to the chosen report
   Mandatory filters will be marked with a red asterisk. The others can be filled in to refine the report, but they are optional.

5. Click the Generate button to generate the report on the same page or Generate in new tab to generate the report in another browser tab

Export a customized report in CSV

Who can use this feature

Users with the Admin or Customized + Export permissions

1. Select the desired report

2. Click the 🡣 button in the top right corner

3. Configure the desired filters in the side tab, according to the concepts presented and according to the chosen report
   Mandatory filters will be marked with a red asterisk. The others can be filled in to refine the report, but they are optional.

4. Click on the Export button

Once the report has been generated, it will be available in the notifications tab for download.