Custom Reports

Created on:
Updated on:

If the common reports provided in Services don't meet your needs, an Administrator can create a custom report. We have many sample reports that most anyone can customize using quick customizations.

For a fully customized report, you'll need a good knowledge of HTML, CSS, and some basic programming knowledge.

Check out this video for more information or follow the steps below.

Create the Report

To create or edit a custom report, click edit custom reports from any print page or go to the Reports Page.

edit custom reports

Select create a report under the type of report you want to create.

create a report
  • Plan Reports can be printed from any plan using the information available in that plan.
  • Matrix Reports can be printed from the Matrix using information available in any plans loaded in that Matrix view.
  • People Reports can be printed from the main People tab using most of the information available on each person's profile.

Name your report, choose the type of template you'd like to use to start your report, and then click Accept.

name report

The template options are different, based on the type of report you choose to create.

Preview the Template

Instead of writing a report from scratch, you can start by choosing any of our common reports as a template, and then making changes to save it as your new report.

To see what the report template looks like before you start to edit it, go to a plan, the matrix, or the People page, depending on which type of report it is. Click the print option, and then choose the type of output that you want to view.

If you want to be able to see how the report changes as you make edits, generate an HTML report. You can then view the report output in one browser, and then refresh it to see the changes you made in the editor.

  1. Make edits to the report and save them.
  2. Refresh the report to view your changes.

Quick Customization

The Quick Customization section at the top of the report gives you options that you can edit.

There are three different types of variables that you can edit from the Quick Customization section.

Edit options in the QUICK CUSTOMIZATION section

1. True or False

In the example below, the picture, notes, assigned positions and custom properties (tags) will be printed in the report. The email, phone, address, birthday, anniversary, and last login will not be printed.

If, for example, you want to change the report to show people's email, you can change print_email to "true".

2. Contingent Settings

Sometimes a setting is contigent on whether or not something else is set to true or false.

In our example, print_picture is set to "true", so you will want to pay attention to the picture_width setting further down on the page. This setting won't apply if you print_picture is set to false.

3. Choose Your Variable

Sometimes you will have the opportunity to select the variable from a list of items.

In the following example, the person's first name is chosen as the value to sort the list by, but you can change that to anything on the "You can sort on:" list.

Enter your variable names exactly like they are titled in your plans, including capitalization and spacing. If your category names aren't exact, they won't print.

Click Save & close or Save at the bottom of the window to save your report.

Save your changes

Customize Formatting

You can also customize the formatting of the report using basic HTML tags.

For example, you can change the font type and size within the <style> tags.

Advanced Editing

If you have experience with liquid programming, you can customize your reports even further.

The left side bar of the report editing window provides links to resources to learn more about liquid programming, as well as reference information for the variables and tags used within the report editor.

Was this article helpful?
10 out of 37 found this helpful

Articles in this section