Custom reports

Reports > Reports > Custom Reports

The custom reports menu will allow you to create custom reports that you can run anytime. In the future, we will include a scheduler to run the reports automatically.

The article includes:

Custom Reports table

Search and action options

cr_14.png

Option Description
search icon image Search Enter a partial word or phrase to search by the name field.
Run report Run an existing report.
Update Update or change an existing report.
Delete Delete an existing report.
Download Download an available report.
New report Create a new report
download icon image Download Download the list of reports in CSV format.
refresh icon image Refresh Refreshes the reports table.

 

Custom report table

The report list contains all reports created on your account from all users. The default sort is by creation date (time), with the newest appearing at the top of the list. 

Field Description
Name Name of the report.
Description A description of the report (optional field).
Type SIM report - only option available at this time.
Created date The date and time the report was created (local time).
Created by The name of the person who made the report.
Last modified time The date and time of the latest report update.
Last run time Date and time the report was last run (local time).
Status image of ready button Ready - the report is available for use.
image of in process button In progress - the report is running and will be available shortly.
image of success button Success - the report is available for download.

 

New report

Reports > Reports > Custom Reports > New Report

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Select the fields

  1. Go to the Custom Reports page and select the New Report button.
  2. Select the fields for your report using the available options:
    1. Enter the names of the fields in the search option.
      search field image
    2. Select fields by scrolling through the list.
      field list and scroll bar image
    3. Select View All Available Fields from the bottom of the section, select the fields needed and then select APPLY.
      view all available fields link image
  3. Confirm you have all the fields needed for your report.

Customize the selected fields and name the report

The fields are numbered and appear in the order chosen. 
image of customized selected fields section

  1. Hover to view each field and use the tools to customize as needed. If all the selected fields do not display, select the View Select Fields button from the bottom right-hand corner to see a compressed list. 
    Icon Function Description
    move process example Move Use to move the fields into the order needed for the report. Select Apply> to save.
    move process example
    filter icon image Filter Allows you to filter the values for that field for your report. Different fields offer different filter options. Select Apply> to save.
    • Fields with numbers or letter combinations allow whole or partial numbers (begins with, ends with, contains, or =)
    • Service type, state, and plans allow multiple selections
    filter process example
    Note: Once saved, some filter options will allow you to change the filter value but not remove it. In those cases, you will need to remove the field and add it back to the report.
    customize name icon Customize name Allows you to customize the name of a field. Select the checkmark checkmark image to save.
    customize name example
    Hover to view the original field name.
    hover example
    remove.png Remove Removes the field from your report.
    hide icon image Hide Allows you to add a value to the query that does not appear on the report.
    If the icon is gray hide_enabled.png when you hover, the field will not appear on the report.
  2. Select PREVIEW to see the report in print preview format if needed
  3. Select CONTINUE when your report selection is complete.
  4. Create a name and description, select if you want your report in CSV or Excel format, then select SAVE.
  5. Select one of the following:
    1. BACK TO CUSTOM REPORTS to return to the Customized Reports menu
    2. RUN to create your report

Run a report

Reports > Reports > Custom Reports 

  1. Select the report you want to run, then select Run report. 
    Note: You can only run one report at a time. A confirmation message will appear at the bottom of the screen, and the report's status will change to In Progress.
    cr_11.png
  2. Watch for the complete report notification in the following locations:
    1. Notification alerts an_01.png - select Download for the report.
      cr_13.png
    2. Customized reports page - status will change to Success.
  3. Select the report, and then select Download.

Update a report

Use this option to update an existing report.

  1. Select the report, then select Update.
    Note: If the report status is "in process," you cannot update the report.
  2. Make any changes needed by adding or removing any fields or changing the customization on any of the fields, and then select CONTINUE. 
  3. Revise the name, description, or report format as needed, and then select SAVE.
  4. Select one of the following:
    1. BACK TO CUSTOM REPORTS to return to the Customized Reports menu
    2. RUN to create your report

Delete a report

Delete any reports you no longer need.
Note: Reports in the status "in progress" cannot be deleted.

  1. Select the report or reports from the table, and then select Delete.
  2. Check that the report or reports selected are the ones you want to remove and then select CONFIRM.
    cr_15.png

 

 

 

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