Custom Reports

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If the common custom 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 personalize 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.

1. Create a New Report

To create or edit a custom report, go to the Reports Page, and 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.

2. Edit the Report

In the report editor, you can change the type of information that displays in the report using Quick Customizations, edit formatting, and use Advanced Editing to make further customizations.

Preview the report as you edit

To preview the report as you make changes, open another tab in your browser so you can code in one tab and preview in another.

In the new tab:

  1. Click the print button in a Plan, Matrix or People page, depending on what type of report you want to view. 
  2. Select the report you want to edit, and choose Web Page as the Output type.

Keep the editor and preview tabs open as you edit.

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

Edit Using 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

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".

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.

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.

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