Admin: Corporate Admin
Page: Reports > Custom Reports
Permission: ManageCustomReports() or ViewCustomReports()
The SQL Report Builder in Corporate Admin allows you to build customized reports by querying a copy of the Database using SQL statements.
|You can also create reports with the Visual Report Builder|
Creating a Report
To create a new report with the SQL Report Builder:
Click + New Report button and select SQL Report Builder.
The SQL Report Builder page opens. This page features the same functionality as the SQL Manager.
Enter the SQL query in the Query Box.
Find useful queries in the SQL Query Library.
Click Preview. The Preview Report panel allows you to test your query and ensure that it’s pulling in the intended data. Click the X to close the panel.
Click Save. The Save Report pop-up opens.
In the pop-up, enter a Report Name.
Click Save to confirm.
The report is added to the list of available reports accessible to you and other users. However, only you and users with the ManageCustomReports permissions can edit or delete the report.
Editing Your Custom Reports
To edit a report made by yourself or another user:
Locate the report.
Click the Edit button.
The SQL Report Builder opens with the query loaded in the Query Box.
Make your adjustments and Preview the changes.
Click Save. A pop-up opens with the Report Name field populated with the report’s current name.
Leave the name unchanged to save changes to the report. If you update the name and confirm the save, the report will save under the new name; it does not create a new report.
Click the Save button.
To delete a report:
Click the Delete button to remove the report. The Delete Custom Report pop-up window opens.
In the pop-up, click Delete to confirm.
You cannot recover deleted reports.