Create a Custom Report
Use a custom report when the built-in reports do not answer your question or when you want to combine a table, chart, and summary stats in a reusable view.
Create the report
Section titled “Create the report”- Open Reports → Custom Reports and select New Report. You need permission to manage reports to create or change one.
- Choose a template if it is close to what you need. Templates start with sample blocks that you can adjust. Use the template search and categories to narrow the choices.
- If you prefer to design the report yourself, select Start from scratch.
- Enter a clear Name. Add a Description if you want to explain the report’s purpose or how staff should interpret it.
- Choose Private or School Shared for the report, then select Create Report.
For example, name a report New Members This Month and describe it as “Members whose profiles were created this month; check each record before contacting them.” The name and description make the report’s purpose clear to colleagues.
What happens next
Section titled “What happens next”A report created from a template includes the template’s views and blocks. A report started from scratch is created without those template blocks; open it and add a view and report blocks to define what it shows.
In a view, add a Table to review individual records, a Chart to compare groups, or a Stat to show one calculated value. A view can contain several charts and stats, but only one table. Continue with Report Records and Fields to choose data, then use the relevant guide:
Choose access deliberately
Section titled “Choose access deliberately”Report visibility and view visibility are separate settings:
- Private means only the report’s creator can open it. School Shared makes it available to staff with report-viewing access.
- A view can be Personal (only me) or Shared (all viewers). A personal view is useful for an individual’s layout or analysis without changing the shared view.
Staff still need the relevant permissions for the records and fields used by a view. A shared report does not grant access to data that a staff member’s role does not allow them to see. See Share a Report for the full access model.