You can create your own custom reports visible to Admin users. Custom reports won’t appear in the Web Office. Using the SQL Report Builder, you can select the specific data you want to show.

What We’ll Cover

• Permissions
• Finding the Page
• Using the SQL Report Builder
• Editing Reports

---

---

Permissions

To use the Custom Reports feature, you must have one of the following permissions enabled for your Role:

• ManageCustomReports()
• ViewCustomReports()

Read more: Assigning Employee Permission Roles

---

---

Finding the Page

In Corporate Office, navigate to: Reports > Custom Reports.

[CLIENTID].corpadmin.directscale.com/Corporate/Reports/Custom

---

---

Using the SQL Report Builder

1. Click + New Report button and select SQL Report Builder.

   A slide-out panel opens featuring the same functionality as the SQL Manager.

   

2. Enter the SQL query in the Query Box.

3. Click Save.

---

---

Editing Reports

The Edit button opens an Edit Custom Report slide-out panel.

When you 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, then the report will save under the new name; it does NOT create a new report.

If you try to close without saving, an Unsaved Changes confirmation pop-up will show. Click the Discard Changes button to close the report without saving your edits.

Click the Delete button to remove the report. Opens the Delete Custom Report pop-up window. You cannot recover deleted reports.