Creating Custom Reports with the SQL Report Builder

Learning Experience Team

April 28, 2020 20:33

Admin: Corporate Admin
Page: Reports > Custom
URL: [CLIENTID].corpadmin.directscale.com/Corporate/Reports/Custom
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.

These custom reports are visible to other Corporate Admin users who’ve been granted access with the proper permissions.
The reports will not be accessible to your Associates in Web Office. You’ll need to use Quick Reports for that.

You can also create reports with the Visual Report Builder

DirectScale Custom Reports

There are hosts of DirectScale-made custom reports covering a wide range of datasets. The report you need may already be created or close enough to base your report on it.

Learn more in DirectScale Client SQL Reports

Creating a Report

To create a new report with the SQL Report Builder:

Click + Add Report 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 will now be added to the list of available reports accessible to you and other users. However, only yourself 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 from the Report Name list.
Click the Pencil button to begin editing.
The SQL Report Builder opens with the query loaded in the Query Box.
Make the applicable adjustments.
Select Preview to review the changes before saving.
Click Save. A pop-up window will appear. The Report Name field will automatically populate with the report’s current title.
Leave the name unchanged to save changes to the report.

CAUTION: If you update the existing report name and confirm the changes, the report will save under the new name; it does not create an additional report.
Click the Save button.

Deleting Reports

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.

CAUTION: You cannot recover a deleted report.