Custom Reports

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We provide common reports, but if you want different data or layouts, you'll need to create a Custom Report. Although it's better for a person fluent in HTML, CSS, or basic programing knowledge to create the report, we have listed some helps for you to use. The links to the Templates Help as well as the References will help get you started.

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

Click edit custom reports from any print page or go to

Only Administrators can edit custom reports.

edit custom reports

Choose Your Report Type

There are several different reports that you can create:

  • Plan Report - adds a Plan variable type
  • Matrix Report - adds a collection of Plan variable types, which are the plans you have loaded in the Matrix
  • People Report - adds a Person variable type

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

create a report

Name your report and choose the type of Template you'd like to use to start your report.

name report

The template options change based on the type of report you choose to create.

Create Your Report

If you do need help getting the correct data in your report, we can definitely take a look once you have your report created. Click the question mark in the top right to reach out to the Support Team.

Edit options in the QUICK CUSTOMIZATION section.

Edit options in the QUICK CUSTOMIZATION section

Choose what to print or exclude using true or false.

Choose what to print or exclude using true and false

At the top of this report, you can see that it will not print Plan Notes because it is set to false. If you'd like to print Plan Notes, just change false to true.

Set Categories to Print

Set Categories to Print

By default, when you set a section to print, it will print all of that section, like people. If you don't want to print all people, or you want to print all people but in a different order, then set assign all_categories to false.

Indicate below which categories you want to print in the correct order. If all_categories is set to true, then your category names and order in the report will be ignored.

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

Save your changes

Select Save Changes at the bottom of the window to save your report.

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