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How to Create a Custom Report Using Report Viewer

Start with a default report, choose the specific data you want to see, and save your new report for easy retrieval.

  1. In Central, go to the Reports > Report Viewer page.
  2. Select a report Category.
  3. Select the specific Report that you want to use as a base.
  4. Click View Report.

    Result: The base report is created with no filters applied.

  5. Click Filter to begin applying data filters.
  6. Click Apply to refresh the report.
  7. Click Save to save the filtered report as a custom report.

    Result: The Save Report dialog is displayed.

  8. Name the new report and click Save.

    Result: The report is added to the Report drop-down list for easy retrieval.

What to do next:
Note: To add a report to your favorites list, click Favorites in the top-right corner and then click Add this report to favorites.
Article last updated: 27 September, 2022