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Custom reports

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

The Reporting (Beta) screen allows you to create configurable and filterable custom reports. When creating a custom report, you can include or exclude certain types of data, such as organisation-specific custom profile fields, and refine the report using filters, which is ideal when gathering data for very specific reasons.

Example: You might want to create a report with data on all your salespeople based in a particular location. To do this, you could create a User report filtered in the following way:

  • You might filter by one or more existing sales-related communities, e.g., the Sales community.

  • If your organisation has a Department field, you might filter by a particular department, e.g., Sales.

  • If your organisation has a Job Title field, you might filter by job title, e.g., Sales representative.

  • If your organisation has a Location field, you might filter by a particular location, e.g., London.

In future releases, we will also add the ability to:

  • Specify a date range so that the data included in the report is only from a particular time period.

  • Decide when the report is generated and how often, by setting a schedule (for example, creating it on a daily, monthly, or weekly basis).

  • Decide which admin groups and other users can access the report.

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