Get started with custom reports

Beginners guide

Easily create a custom report by modifying a copy of an existing standard report. Follow these steps to copy and reuse an existing report and edit it as needed. This is much faster than creating the custom report from scratch.

1. Look through the standard reports library and find a report with similar details you want to report on.
2. Save a copy of the report.
3. Find the report in the custom reports list and click the three dots menu. Select Edit Report.
4. Use the report editor to add/remove attributes and filters to create the report you need. 
5. Save and view your report. Continue to edit it until you are happy.

Add a new Custom Report

1. From the top navigation menu, click Insights and select Reports.
2. Click Add Report on the top of the screen.
3. Follow the steps to create your custom report.
4. View and Share your report. Newly created reports will be listed under the Custom tab of the report listing page and shared with ‘Private’ by default. Private reports are only visible to the user who created them. Use the Share option to share the reports with other users based on your access permissions. You can also edit the report as needed.

Advanced layouts

After creating a report using the editor, advanced users can use an advanced layout editor to design the report using either the: 

• Advanced Layout Editor
• Offline Template Builder - The offline Template Builder requires the Oracle BI Publisher plugin to be installed on your computer. It supports Microsoft Office for Windows computers only.

Report Permissions

Organization Administrators can grant the following assets to provide permission for custom reports. These permission are listed under Insights in Setup > User Role Configuration.

• Create private report layouts - add layouts to existing reports (cannot create new reports).
• Create new private reports - create new reports and layouts for yourself only (cannot be shared).
• Create Project Org reports - create new reports and layouts and share with users from your organization.
• Create Project reports - create new reports and layouts and share with all users from all organizations.