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.
This section includes: