Admin: Corporate Office
Page: Reports > Custom Reports
URL: [CLIENTID].corpadmin.directscale.com/Corporate/Reports/Custom
Permission: ManageCustomReports() or ViewCustomReports()

You can create 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

• Creating a Report
• Editing Reports
  • Deleting Reports

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Creating a Report

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

   

   The New SQL Report slide-out panel opens. This panel features the same functionality as the SQL Manager.

   

2. Enter the SQL query in the Query Box.

   Read more: SQL Query Library

3. Click Save.

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Editing Reports

1. Click the Edit button.

   

   The Edit Custom Report slide-out panel opens.

2. In the panel, click Save.

   A pop-up opens with the Report Name field populated with the report’s current name.

3. Leave the name unchanged to save changes to the report.

4. Click the Save button.

   

Important: 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.

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Deleting Reports

1. Click the Delete button to remove the report.

   The Delete Custom Report pop-up window opens.

You cannot recover deleted reports.