Reports > Custom Reports > Custom Reports
Custom Reports are used to add reporting ability that is unique to a client’s needs. These reports can be made available to all users or only certain user id’s. Your a2z Deployment and Support teams can add reports for you if the functionality is not covered by either Classic reports or Business Intelligence and Reporting tools.
We may be able to provide certain common custom reports.
If a report addresses a specific scenario, some cost may be associated with creating the report. In this case, your Account Manager will work with you to provide a work estimate and contract for report development.
Once a custom report has been added to the system, any user associated with the report can view it by choosing the desired output format, then choose ‘View’ next to the report they want to pull. If the report needs to be event-specfic or specific to a date range, there will be a step to select the desired parameters.
Select the desired output from the drop down box:
HTML – the system will display the results in the same browser window. (default)
ASCII - the system will prompt the user to open or save a text file.
Excel - the system will prompt the user to open or save an Excel file.
PDF – the system will prompt the user to open or save a PDF file.
XML - the system will open a new browser window or tab, and display the results.
List of Custom Reports
After selecting the output format, click ‘View’ next to the report to be pulled.
ID – The unique identifier in the system for this report.
Name – The name given to this report.
View – Click this to view the report in the selected output format (HTML is the default format).
Delete – Click this to remove the report from the system. Note that the reports are not saved or backed up, and may not be able to be restored once they are deleted. Therefore, the use of delete feature is not recommended.
If the report needs to be event specific, the system will display a drop down box containing the available events. After selecting the event from the drop down box, select ‘View Reports’ and the results will display in the selected output format.
If the report needs to be specific to a date range, the system will display a date range. (Note: the date is counted as 12:00am of the date in question, so choose tomorrow to view results from today.)
Add/Edit Custom Report
Level 10 users can add new reports, modify existing reports, and edit the list of admin users associated with individual reports.
Custom reports require knowledge of SQL to add or modify.
Modifying user lists is accomplished by clicking on the report name, and then scrolling to the bottom of the page to the Add Custom Report form, and using ctrl+mouse click (on a Mac use command+mouse click) to select/deselect the users. Highlighted users are associated with this report.
Name - Name of the report.
SQL Query – The SQL Query code that creates the report. If a user wishes to modify a report themselves, it is recommended that they back up all the original code in a text document, so that they are able to restore it in case of undesirable results. Please note that the query is not backed up otherwise, and cannot be restored in case of a mistaken edit.
Associate Users – Select/Deselect users to be associated with this report. Level 10 users may access all reports.