Custom Reporting Interface Overview

When you open Custom Reporting from the Analytics menu (Custom Reporting access tab), you see the following dashboard:

Custom Reporting Interface Overview

Parts of Custom Reporting

Part Name Description
1 Create a Report Create a report in Custom Reporting
2 Report library

A list of all Custom Reports run in the past or currently running. The following statuses can occur:

  • Queued: the report is waiting to be run because there are already two reports waiting to complete.
  • Waiting: the report is waiting to be run.
  • In Progress: the report is currently being created.
  • Ready: the report is ready to be viewed and downloaded.
  • Failed: the report has failed to run.
  • Cancelled: the report was cancelled.

By default, the list is sorted by creation date with the newest report at the top, but you can click on any of the columns to sort by that column and in the order you want.

Open any report that is ready by clicking on its name. See View a Custom Report for more information.

3 Filter

Click on the sliders icon to filter the reports based on their status, their name, and/or whether they were created through the REST API endpoint.

Custom Reporting Filter Options
4 Report actions Possible actions are:
  • Share Report: share a finished (ready) report
  • Reuse Report: reuse a report in any status
  • Delete Report: delete a finished (ready or failed) or cancelled report
  • Cancel Report: cancel a report that is queued, waiting or in progress

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