Custom reports

Create reports

The easiest way to create a custom report is to copy an existing report, then customize the SQL query string as desired. To customize the SQL query string, you may need to refer to the data schema, which describes the organization of information in the relational database. The data schema for each standard report is available when you produce a report.

Even if you cannot edit SQL, saving a report as a custom report lets you re-use the report data without having to re-input the parameters in the standard report.

- If the time period is fixed, you get the same data every time you produce the report, but the report will be empty when the data expires from the database.

- If the time period is relative, you can get data for a different time period each time you produce the report.

You can also define custom reports from a blank template and input the SQL query string directly.

When you create custom reports, you can enter a category and use it to group the reports any way you want.

Delete reports

Unlike standard reports, custom reports can be deleted. You might prefer to rename old reports (by modifying them) instead of deleting them.

Use reports

You produce custom reports and export the data in the same way as standard reports.

Data expires from the database periodically, so producing a report at a later date may return different data, or return no output at all. After you produce a report, you can keep your results by exporting the report data as comma-separated values in a CSV file. In this way you can preserve your data outside the system and integrate it with external programs, such as a spreadsheet. You can also keep your graphical results by using your browser to save the report results as an image.

If you ever want to modify parameters of a custom report, you must edit the SQL query string directly.