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Creating a custom report

The Reporting (Beta) screen will eventually replace the legacy Reporting screen and will include a host of new and improved reports. The features and reports on this new screen will be rolled out in stages across several consecutive releases.

To create a custom report:

  1. On the Reporting (Beta) screen, expand the Create a custom report section.

    A list of available custom reports appears.

  2. Select the report you would like to generate. For example, the User report report.

    The report wizard opens.

  3. In the Report title field, enter a unique title for the report so that it is easily identifiable in the list of existing reports. For example, you might include the date in the report title so that you can find it easily when searching the list of reports on the My reports screen.

  4. In the Included fields section, you can see which mandatory fields are included in the report. These are standard Fuse profile fields that cannot be removed from the report.

  5. [Optional] In the Optional fields section, you can include or exclude organisation-specific custom profile fields and some other non-essential data from the report, by selecting the checkboxes. Custom profile fields are specified by your organisation and added to users' profiles during the implementation process, and typically contain non-standard data that is unique or relevant to your organisation, such as Department, Location, Team, Sales Region, Office, and so on.

  6. Click Next.

  7. In the Report filters (Optional) section, you can narrow down and refine the data shown in the report by applying optional filters. For example, in the case of the User report, you may wish to filter by a particular community so that the report only shows users from that community, or by one of your organisation’s custom profile fields. For instance, your organisation may have custom profile fields for things like Job Title, Department, Location, Team, and so on.

  8. To add more filters, click Add another filter +.

  9. [Optional] By default, deactivated users are hidden from reports.
    The following options can be selected:

    • Yes: Select this option to include deactivated users in the report.

    • No: Select this option to exclude deactivated users from the report.

  10. Click Submit.

  11. The report is generated and appears in the My reports list, where you can:

You will also receive:

  • A notification in Fuse with a download link for the report:

  • An email with a download link for the report:

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